Event Calendar

2nd Annual Family and Friends Day - July 11, 2018



We would like to invite you to make memories with us with the Kalamazoo Growlers minor league baseball team!

We will commandeer the Bear Cave at the Homer Stryker field in Kalamazoo for an evening full of baseball, food, refreshments, and fun. We had an absolute blast hosting this event last year, and look forward to bringing it to you again this year.

Please call 269-985-0200 for more information.


Tax Planning in 2018 - TBA (October 2018)

Tax Planning


2018 brings with it a new set of tax rules. We'll discuss the changes, along with the opportunities that the changes have created to optimize your tax structure.

More details coming soon...

Employee Benefits

Planning for Healthcare in Retirement - March 21, 2018

Thank you for attending - we truly enjoyed hosting the event. We had a tremendous presentation courtesy of Adam Coletti from Fidelity, food from Jason Hayes of Lazy Ballerina Winery, and wine also from Lazy Ballerina. 

We hope you enjoyed the event, and found the information useful in moving forward with your retirement healthcare planning.

As always, we would love to hear from you on this topic with any questions or comments.



Vineyard 2121 - September 27, 2016 @ 6:30PM - 8:30PM

Thank you for joining us at Vineyard 2121. We enjoyed your company and look forward to future events!