Visit our event calendar often, or sign-up for our newsletter to be informed of upcoming financial events and forums.
Visit our event calendar often, or sign-up for our newsletter to be informed of upcoming financial events and forums.
Visit our event calendar often, or sign-up for our newsletter to be informed of upcoming financial events and forums.
Visit our event calendar often, or sign-up for our newsletter to be informed of upcoming financial events and forums.

Archive Calendar of Events:           REGISTER NOW »

All materials below are proprietary to AverTrust Advisors LLC unless indicated otherwise.  Please contact us for permission to use our content.

Buyout Events - 2008 -- Click here for more Buyout Assistance Information

  --> Click here for the Employee Buyout Event Calendar -->

January 2008

Avoid Six Deadly Legal and Financial Mistakes That Could Cost Your Heirs Dearly

February 2008
Critical Facts Every Business Owner's Spouse Must Know -- presented to private business owner's group.  Please contact us for full program information.
March 2008

March 3 . . . Money Caretakers™ Presents Divorce Management:  How to Make It Amicable
                  6:00 p.m. to 8:30 p.m. in Livonia, Michigan - No registration needed

    Topics:    Divorce Preview:  Pre-planning the financial and life issues
                  How can we get what we want without fighting for it?
                  How can we afford a divorce?
                  How can we still be good parents?
                  Q&A with experienced professionals 

March 4 . . . ENCORE  EVENT
Avoid Six Deadly Legal and Financial Mistakes That Could Cost Your Heirs Dearly
                   11:30 a.m. to 1:00 p.m., Farmington Hills, Michigan
    - Event Introduction Letter » 
    - Event Flyer »

April 2008
APACC Tradeshow


May 2008

May 8 . . . Money Caretakers™ Presents The Wealth of Women Series: 

Part I. Take Emotional, Strategic and Holistic Control of Your Financial Life -- Celebrate Your Inner Diva!
                6:30 p.m. to 8:30 p.m. in Livonia, Michigan - No registration needed

    - View the Event Flyer with ALL details including an introduction to the distinguished panel »

May 28 . . . ENCORE  EVENT  -- Critical Facts Every Business Owner's Spouse Must Know presented to private business owners. 

June 2008

June 10 . . . Money Caretakers™ Presents Making Sense of Annuities:  Real Questions, Straight Answers, and NO Sales Pitch
                   6:30 p.m. to 8:30 p.m. in Livonia, Michigan - Registration required.  $10 per person.

Part I Panelists:  -- Click here for a printable flyer with all event information!

Panel discussion topics will partially include:

  • What are the differences between variable annuities and fixed or index annuities?
  • When and for whom are these financial tools appropriate and when are they not?
  • How does an annuity help fund retirement and provide for heirs?
  • How does an annuity impact taxes?
  • Annuity contracts have fees, penalties, step ups, payouts, and benefit riders that either cost or benefit the owner. What do these terms mean?
  • What questions should one ask if invited to an annuity sales presentation to evaluate what is being presented?
  • Audience questions and answers.

JUNE 30, 2008
Part II. The Annuity Test Drive -- Detailed, follow-up sessions with three well-known companies
            - - Compare three companies, products, and fees objectively. 
                        
                    Part II.  Click here for the printable schedule, how to register and all information!

Only June 30th is now being offered! Compare 3 different companies, multiple types of annuities, and "even look under the hood".

 Tony Pappas, Senior Vice President, John Hancock
         - Variable Annuities and Retirement Income Gaps
Dawn Impellizzeri, Vice President, Transamerica Capital
         - Variable Annuities and Nursing Home Provisions
Doug Giblett, Vice President, Jackson National
         - Fixed Index Annuities 

Event Facilitator:  Eudora Adolph, Financial Growth Engineer, AverTrust Advisors, LLC                      

If you saw Dateline NBC's Annuity special on April 13th, you won't want to miss this educational event.

September 27, 2008 -- Buyout TownHall Meeting: Surviving a Buyout--and Succeeding
     Time:  9:30 a.m. to noon

Experts on legal issues, finances, career decisions and educational options will be on hand to offer tips and answer questions, with the hope of helping you make a buyout or early retirement offer work for you.

This event is child-friendly.

     Location:  Level One Bank, 30201 Orchard Lake Road, Suite 165, Farmington Hills, MI 48334
     Directions:  248-737-1120
     Registration:  Click here to register online or for information call 248-465-9355

Topics and speakers will include:
  • Eudora Adolph, Financial Growth Engineer:  Financial Issues/li>
  • Jennifer Harvey, Attorney at Law:  Legal Issues
  • Al Plecha, CPA: Tax Issues 
  • RRandy Cripe, Career Counselor:  Career Transition Insights
  • Education Expert, TBD:  Educational Options
  • Questions & Answers
What to think about before attending:
  • Your budget:  If you had to cut back, could you?  Do you know how much you need?
  • Your buyout offer:  If you have already received one, bring your copy and your questions.
  • Your career:  If you had to find a new career, what would you want to do?

This TownHall is presented by The Detroit Free Press and AverTrust Advisors.


Contact us | View site map



image
image