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Financial Planning can help you make better financial decisions.

Seminars

Timely information to help you
improve your finances

Credit Union ONE and Hantz Group bring you these valuable seminars:


Tax Planning

How you manage your investments can have a big impact on your taxes, but tax laws are complex and always changing.

Some topics include:

  • What is the difference between tax preparation and tax planning?
  • How can I manage my tax brackets in retirement to make my money last longer?
  • What are the new rules of the tax game?
  • How can I take a holistic approach to tax planning?
  • Should I convert from a traditional IRA to a Roth IRA?
  • And more...

Location

Wednesday, June 20
6:30 PM
Meriwether's
25485 Telegraph Rd.
Southfield, MI 48033

Thursday, June 21
6:00 PM
Jovan's Steakhouse
35219 Dodge Park Rd. 
Sterling Heights, MI 48312

Thursday, June 21
6:00 PM
Ginopolis Restaurant
27815 Middlebelt Rd.
Farmington Hills, MI 48334

Wednesday, June 27
6:00 PM
Golden Feather
29633 Ford Rd.
Garden City MI 48135

Thursday, June 28
6:00 PM
Lions Den Restaurant 
4444 Highland Rd.
Waterford MI 48328

Thursday, June 28
6:00 PM
Fishbones
23722 Jefferson Ave.
St. Clair Shores, MI


Tips and advice that fit your needs


At Credit Union ONE, we believe strengthening your finances is a matter of ongoing education. Each stage of life presents new and different challenges, which is why Credit Union ONE and Hantz Group actively host financial education seminars to inform you of the latest developments within a variety of areas, such as retirement planning, estate planning, managing personal accounts and much more.
We hope to see you at our next seminar.
RSVP