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Event Details

Be a part of our LIVE studio audience! Join us for an evening of entertainment, light snacks provided by Sugar 2 Salt and lively commentary on the changing world of money and how it will affect you. Topics include: Healthcare, Roth IRAs and Tax Reform. Live music by Miriam Pico and guest speaker, Raymond Minervini. Hosted by Shea Petaja. Presentation by Dennis Prout, CFP®, and Heidi Thompson.

Schedule:

6:00 - 6:30 Registration and light snacks/beverages with music by Miriam Pico

6:30 - 6:45 Raymond Minervini on the history of Kirkbride Hall

6:45 - 8:00 LIVE Recording of Presentation

8:00 - 8:30 Audience Q & A with more music by Miriam Pico

CLIENTS AND THEIR GUESTS ATTEND FOR FREE! PLEASE CALL MEG TO REGISTER 231-947-3992


Dennis Prout: Advisory Services offered through Capital Asset Advisory Services, LLC, a registered investment advisor. Heidi Thompson: Securities offered through Geneos Wealth Management, Inc. Member FINRA/SIPC. Advisory services offered through Capital Asset Advisory Services, LLC, a Registered Investment Advisor. Prout Financial Design does not offer legal or tax advice. Please consult the appropriate professional regarding your individual circumstance.


Venue Information

The Village of Grand Traverse Commons 700 Cottageview Dr. Suite 200
Traverse City, MI
231-941-1961
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Organizer Information

Prout Financial Design


1040 E Front St
Traverse City, MI,
(231) 947-3992

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