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27 Oct
Fall Financial Summit - CE Event


Please join us on October 27th for our free Fall Financial Summit! This will be a 3-part seminar featuring 3 leading experts in the areas of estate planning strategies, capital markets, and financial planning. Each of our speakers will draw from their years of experience and discuss how to empower your own financial journey. Earn 4 CE credits as you learn ideas for:

  • Estate Planning for Dentists
    Speaker: Robert Perry, JD, Butzel Long
    • Learn the importance of estate planning, no matter what age you are
    • Avoid legal and financial pitfalls
    • Strategies to confidently protect your assets for future generations
  • Portfolio Ideas for the Current Market Environment
    Speaker: Patrick Tarkey, Vice President & Client Advisor, J.P. Morgan Asset Management
    • Learn about the current economic landscape and outlook
    • Discover key drivers and trends taking place in the markets
    • Explore investment themes for solid portfolio construction
  • Financial Planning Strategies
    Speaker: Ted Schumann, MBA, MSF, CFP®, AIF®, Managing Partner, DBS Investment Advisers, LLC
    • Integrate estate planning with your overall financial plan
    • Strategies you can use to manage taxes in retirement
    • Structure your portfolio for success

View our Fall Financial Summit flyer

We hope that you can join us! Please RSVP.

Date and Time

Fri, Oct 27, 2023

10:00a - 3:00p EST


MSU Management Education Center

811 Square Lake Rd
Troy , MI 48098


Free seminar, lunch will be provided

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