Upcoming Events......

Check here monthly for updated schedule

We provide an easy and efficient way to learn about strategies for accumulating and protecting wealth.

“Access to Opportunity” Luncheon Series: The important role of uncorrelated “alternative investments” in your portfolio for potential high returns and reducing market risk.

FEBRUARY
TOPIC: Non-Traded Real Estate Investment Trust (REIT)

Date: February 2, 2010
Time: 11:45 – 12:45
Location: Alpen Rose, 4 E. 8th Street, Holland

Date: February 4, 2010
Time: 11:45 – 12:45
Location: Louis Benton, 77 Monroe Center NW, Grand Rapids

NOTE: Limited seating. Prior registration is required.

MARCH
TOPIC: Equipment Leasing Program

Date: March 3, 2010
Time: 11:45 – 12:45
Location: Alpen Rose, 4 E. 8th Street, Holland

Date: March 4, 2010
Time: 11:45 – 12:45
Location: Louis Benton, 77 Monroe Center NW, Grand Rapids

NOTE: Limited seating. Prior registration is required.

APRIL
TOPIC: Oil and Gas Programs

Date: April 8, 2010
Time: 11:45 – 12:45
Location: Louis Benton, 77 Monroe Center NW, Grand Rapids

NOTE: Limited seating. Prior registration is required.

MAY
TOPIC: Private Equity

Date: May 5, 2010
Time: 11:45 – 12:45
Location: Alpen Rose, 4 E. 8th Street, Holland

Date: May 6, 2010
Time: 11:45 – 12:45
Location: Louis Benton, 77 Monroe Center NW, Grand Rapids

NOTE: Limited seating. Prior registration is required.

For “Doctors Only”: Leveraging tax favored strategies for accumulating and protecting wealth.

TOPIC: Integrated Financial Planning Exclusively for Doctors

Date: February 25, 2010
Time: 6:00p – 8:00p
Location: Websters Prime Steakhouse, 100 W. Main, Kalamazoo

TOPIC: Fiduciary Responsibilities for Your Retirement Plan

Date: April 29, 2010
Time: 6:00p
Location: Louis Benton Steak House, 77 Monroe Center NW, Grand Rapids

TOPIC: Fiduciary Responsibilities for Your Retirement Plan

Date: June 3, 2010
Time: 6:30p
Location: Louis Benton Steak House, 77 Monroe Center NW, Grand Rapids

NOTE: Limited seating. Prior registration is required.

For “Accredited Investors” only: Leveraging alternative investment opportunities not available to the general public.

Date: May 5, 2010
Time: 11:45 – 12:45
Location: Alpen Rose, 4 E. 8th Street, Holland

Date: May 6, 2010
Time: 11:45 – 12:45
Location: Louis Benton, 77 Monroe Center NW, Grand Rapids

NOTE: By invitation only. Limited seating. Prior registration is required.

Please contact us at 616.242.6030, or by clicking below for inquiries and/or reservations.

This site is for informational purposes only and does not constitute an offer to sell or a solicitation of an offer to buy any security which may be referenced herein. We suggest that you consult with your financial or tax advisor with regard to your individual situation. This site has been published in the United States for residents of the United States. Persons mentioned in this site may only transact business in states in which they have been properly registered or are exempt from registration.