Social Security: Seven keys to optimizing your benefits

Royal Oak Public Library 222 E. Eleven Mile Rd., Royal Oak, MI, United States

A workshop to help you make the right decisions. Social Security continues to play a critical role in a retirement strategy. Is yours taking full advantage of what Social Security offers? I can help. Together, let's rethink your retirement. I'll share seven keys to optimizing Social Security benefits: Keys to help you understand the basics […]

Forecast 2015

Rosie O'Grady's Ferndale 279 West 9 Mile Road, Ferndale, MI, United States

Forecast 2015 Tony Bucci and Jason Wanecek will discuss how the markets fared in 2014 and the expectations for 2015. February 12, 2015 at 6:30 p.m. Rosie O’Grady’s Ferndale 279 West 9 Mile Road, Ferndale, MI 48220 6:30 - 7:15 Light Food, Appetizers and Open Bar 7:15 - 8:00 Forecast 2015 Presentation 8:00 - 9:00 Food, […]

TSP 2.0: Smart TSP Planning for Federal and Postal Employees

Craft Breww City 27843 Orchard Lake Rd., Farmington Hills, MI

Come join us for an educational and fun evening workshop detailing the Ins and Out’s of the TSP in this time of uncertainty

Sponsored by Mission Point Planning and Retirement.

Food, soft drinks and craft beer tasting will be provided at no extra cost

Free

Halftime 2015

Craft Breww City 27843 Orchard Lake Rd., Farmington Hills, MI

Jason Wanecek and Anthony Bucci of Mission Point Planning and Retirement will analyze the events that took place in the market for the first half of 2015. Hear they're ideas on how those events, and others, may unfold and possibly impact the remainder of the year.

Free

Forecast 2016

You’re Invited!  As appreciation for your support in 2015, please join us for an evening of good food and discussion on how the markets fared in 2015 and the expectations for 2016. 6:30-7:00– Registration Dinner/Drinks   7:15-8:15– Forecast 2016 Presentation followed by questions 8:15-? Community and Fellowship Presented by Anthony Bucci Please RSVP to clientservices@missionpointplan.com […]

Free

Halftime 2016

Lockharts BBQ 202 East 3rd Street, Royal Oak, MI, United States

Brexit, Federal Reserve, Interest rates, taxes ,stock market uncertainly, and oh yeah…Presidential elections…you name it and we can worry about it! So, let’s not worry about it!  Rather, let’s get to the bottom of what’s going on in the economy and the markets, what we think is causing it and what could happen in the […]

Forecast 2017: Where we’ve been and where we’re going!

Craft Breww City 27843 Orchard Lake Rd., Farmington Hills, MI

Well, it’s that time of the year again! It’s time for a bi-annual get together called “Forecast” where we take a look at the year behind us, where we are now and the year ahead in the markets and the economy--all over good food and drink. What a year 2016 turned out to be in the world. From the 1,000 point market sell off in January to the “Brexit” event to the U.S. presidential Election, last year definitely kept us on our toes!

At Forecast 2017, we’ll discuss it all and give you our perspective on the year ahead for your money.
For those of you who joined us for these events before we will follow a similar format and agenda but please refer to the attached invitation for more specifics on time, location, agenda and how to RSVP. Food, drink and craft beer are all on us! Finally, we encourage you to bring a guest who might appreciate and enjoy our discussion. Once again, for those bringing guests (non-spouses) we once again will have a separate drawing for tickets to an upcoming event. Last year we did Detroit Tigers Opening Day. This year, you’ll have to come to find out! We are looking forward to seeing you there!

Halftime 2017: Fake News, Real News or Just Noise?

Granite City Troy, MI 99 W Big Beaver Rd,, Troy, MI, United States

A special educational event where we take of stock of how the years gone so far in the financial and economic markets and check to see if all those predictions we made at the beginning of the year actually came true! All over some great food and drink.

Securities, financial planning and advisory services offered through LPL Financial, a Registered Investment Advisor, Member FINRA / SIPC. Check the background of your financial professional at FINRA's BrokerCheck. The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: MI, CA, NH, NE, TX, MS.
LPL Financial and its representatives, Mission Point Planning and Retirement do not provide tax or estate planning advice. These services are provided in conjunction with a qualified tax and/or estate planning professional.
This site is published for residents of the United States, is for informational purposes only and does not constitute an offer to sell, or a solicitation of an offer to buy, any security or product that may be referenced herein. Persons mentioned on this website may only offer services and transact business and/or respond to inquiries in states or jurisdictions in which they have been properly registered or are exempt from registration. Not all products and services referenced on this site are available in every state, jurisdiction or from every person listed."


* Source: Pew Research Center
† Source: “Quantitative Analysis of Investor Behavior, 2014” Dalbar Inc. Most recent data available. An index is un-managed and one cannot invest directly into an index.

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