Asset Preservation - Michigan

Asset Preservation - Michigan We at Asset Preservation -MI are committed to assisting our clients in accomplishment of their retirement goals.

There's still time to register for our FREE Social Security & Retirement Planning Educational Workshop this Wednesday, J...
06/01/2026

There's still time to register for our FREE Social Security & Retirement Planning Educational Workshop this Wednesday, June 3rd!

Topics we’ll cover include:
• When to claim Social Security and how benefits may be taxed
• Planning for retirement income to support your lifestyle
• Understanding market volatility and how it can impact your income strategy
• Exploring tax-efficient strategies, including tax-advantaged accounts
• Steps to begin or refine your retirement plan and how to stay on track

Location: Macomb Community College, Clinton Township, MI
Time: Doors Open @ 5:30pm

Attendees must register online to reserve their spot: https://www.assetpreservationmi.com/events

With the rising costs of medical and senior care, risks arise of running out of money in retirement.Join us for our upco...
05/30/2026

With the rising costs of medical and senior care, risks arise of running out of money in retirement.

Join us for our upcoming FREE Social Security & Retirement Planning seminar on Wednesday, June 3rd to learn strategies to help mitigate these risks.

Location: Macomb Community College, Clinton Township, MI
Time: Doors open 5:30pm

Attendees must register online to save their space: https://www.assetpreservationmi.com/events

Our next FREE Social Security & Retirement Planning Workshop is Tuesday, May 19th!This workshop is designed to be inform...
05/16/2026

Our next FREE Social Security & Retirement Planning Workshop is Tuesday, May 19th!

This workshop is designed to be informative, approachable, and helpful whether you’re just getting started or reviewing your current plan!

Attendees must register online: https://www.assetpreservationmi.com/events

Let us take the stress out of retirement, so you can focus on everything you've been working toward!Our FREE Social Secu...
05/11/2026

Let us take the stress out of retirement, so you can focus on everything you've been working toward!

Our FREE Social Security & Retirement Planning workshops are filled with priceless information for individuals at any stage of their retirement planning!

Register now: https://www.assetpreservationmi.com/events

Extended Health Care Planning 101 - Workshop -
05/05/2026

Extended Health Care Planning 101 - Workshop -

We invite you to attend a complimentary workshop designed to help you better understand your retirement and Social Secur...
05/03/2026

We invite you to attend a complimentary workshop designed to help you better understand your retirement and Social Security options!

Join us this Wednesday, May 6th at Cooper's Hawk Winery & Restaurant!

Attendees must register online: https://www.assetpreservationmi.com/events

FREE Retirement Planning & Social Security Workshops in May -
05/01/2026

FREE Retirement Planning & Social Security Workshops in May -

Do you have a will or a living trust? Do you know the difference? Which one is best for you?Let our team make sure that your family is protected for the future!

We have two upcoming FREE workshops this month. Topics include:-When to claim Social Security and how benefits may be ta...
05/01/2026

We have two upcoming FREE workshops this month. Topics include:

-When to claim Social Security and how benefits may be taxed
-Planning for retirement income to support your lifestyle
-Understanding market volatility and how it can impact your income strategy
-Exploring tax-efficient strategies, including tax-advantaged accounts
-Steps to begin or refine your retirement plan and how to stay on track

Register now: https://www.assetpreservationmi.com/events

Is your retirement protected against a potential market turndown? Learn all this and more at one of our free upcoming wo...
04/22/2026

Is your retirement protected against a potential market turndown? Learn all this and more at one of our free upcoming workshops!

Dive into essential strategies for maximizing income, understanding recent law changes, and avoiding costly mistakes in retirement planning.

When: Wednesday, April 29th @ 5:30pm
Where: Da Francesco's, Shelby Township

Register now: https://www.assetpreservationmi.com/events

Retirement Planning and Social Security Claiming Strategies can make a big difference! Join us tomorrow for a FREE works...
04/16/2026

Retirement Planning and Social Security Claiming Strategies can make a big difference! Join us tomorrow for a FREE workshop to learn about all your options for single, married, divorced, remarried or widowed benefits.

Location: Da Francesco's, Shelby Township
Time: Doors open 5:30pm

Spots are limited, attendees must register online: https://www.assetpreservationmi.com/events

Address

42370 Van Dyke Avenue, Suite 711
Sterling Heights, MI
48314

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

Telephone

+15867331305

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