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Seminars

It can be difficult to make financial decisions without access to the right information. We're committed to helping you make informed decisions about your financial future.

Events

We hold informational seminars several times a year for our clients and the greater community, featuring information on specific topics, like legacy planning and retirement strategies. We keep you up-to-date on issues that matter to you and your family. Feel free to schedule a one-on-one, no-obligation appointment with a representative or attend a seminar in your area.
 

Seminar Locations and Schedule:

Contact our office for a complete list of dates and times available and the topics on the agenda.

Already an EPI Family of Companies client? Call 877-807-3477 or email us at info@epigroupllc.com and we can plan a private presentation to your group or club!! 

Don't belong to a group or club but getting ready to retire or know someone who is?  Let us throw a retirement party in your honor where you can invite 6-10 of your closest friends or family members! 





 








 

We are an independent financial services firm helping individuals create retirement strategies using a variety of investment and insurance products to custom suit their needs and objectives.

By providing your contact information, you may be offered information regarding the purchase of insurance and investment products.

We are an independent financial services firm helping individuals create retirement strategies using a variety of investment and insurance products to custom suit their needs and objectives. Investment advisory services offered through EPI Advisors, LLC, a MI Registered Investment Advisor. Insurance products and services are offered through Protective Planning Group, LLC. EPI Advisors, LLC and Protective Planning Group, LLC are affiliated companies. Estate Planning Institute Group, LLC. Protective Planning Group, LLC. All Rights Reserved. All written content on this site is for information purposes only. Opinions expressed herein are solely those of EPI Advisors, LLC, and our editorial staff. Material presented is believed to be from reliable sources; however, we make no representations as to its accuracy or completeness. All information and ideas should be discussed in detail with your individual financial professional prior to implementation. The presence of this web site shall in no way be construed or interpreted as a solicitation to sell or offer to sell investment advisory services to any residents of any state other than the state of MI or where otherwise legally permitted. Please note that representatives of the Estate Planning Institute Group, LLC, and its affiliates are not licensed attorneys. Their representatives provide commonly known and generally available information regarding estate planning and do not provide specific legal advice regarding your estate planning needs. The Estate Planning Institute Group, LLC, and its affiliates strongly urge you to seek qualified legal advice from a licensed attorney in your state of residence who limits their practice to estate planning.