Michigan 810.732.7411 Florida 813.251.1879 Michigan 810.732.7411
Florida 813.251.1879
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Webinars

Our latest recommended online videos on a variety of finance-related topics.

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September to Remember

A September to Remember?

Rebounding economic growth, record high equity market prices, and low volatility were hallmarks of this summer’s market activity. But as summer comes to a close, there is no shortage of potential ...
Travel Safety with COVID-19

International Women’s Day

In honor of International Women’s Day, we recently hosted a thirty-minute webinar about the travel industry and what you can expect as a traveler.  Mary Miller, President of Middleton Travel, ...
YouTube Screenshot of Sheryl Stephens with Pearl Planning Melissa Joy

2020 Year End Tax and Financial Planning Replay

2020 Year-End Tax and Financial Planning review with Melissa Joy, Sherri Stephens, and Christine Waun. ...

2020 Medicare: What You Need to Know

In this episode of Pearl Planning’s 52 Pearls Weekly Money Wisdom Podcast, Melissa Joy, CFP®, and Joanne Giardini- Russell, founder of Giardini Medicare will discuss planning strategies that ...
coronavirus pamphlet on a table

Coronavirus Webinar Presentation 10-5-20

Quarterly Coordinates: fourth quarter 2020 outlook, the road to recovery. From Raymond James, Lawrence V. Adam III, CFA, CIMA, CFP, Chief Investment Officer. ...

"Leave Nothing To Chance."

Michigan

5206 Gateway Centre, Suite 300
Flint, MI 48507
Phone: 810.732.7411
Fax: 810.732.8190
View Map / Directions

Florida

712 S. Oregon Avenue
Tampa, FL 33606
Phone: 813.251.1879
Fax: 813.251.1716
View Map / Directions

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