The Financial Education Series
Free webinars, in-person workshops, and a structured 8-week course — all designed to teach Michigan families how to coordinate their legal, financial, and tax plans so nothing falls through the cracks.
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Education Formats
Webinars, Workshops & Courses
Free
To Attend
No sales pitch, ever
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Michigan Locations
Brighton · Ann Arbor · Kalamazoo
8
Week Curriculum
Full coordination mastery
Three Ways to Learn
Choose Your Format
Whether you prefer a quick online session or a deep multi-week curriculum, MSFE has an education format that fits your schedule and learning style.
Live Webinars
Online · Free
Monthly 60-minute live sessions hosted via Zoom. Each webinar focuses on a single topic — Roth conversions, IRMAA, estate planning basics — and includes a live Q&A with the presenting attorney, advisor, or CPA.
Register NowWhat to Expect
- Held monthly on Wednesday evenings
- 60 minutes + 15-min live Q&A
- Free to attend, registration required
- Replay available for 30 days after broadcast
Upcoming Webinars
Live Online Sessions
Free 60-minute webinars hosted monthly. Each session is taught by a licensed professional and includes a live Q&A.
Tax-Smart Retirement Series
Estate Planning Essentials Series
In-Person Workshops
Hands-On Learning Across Michigan
Half-day workshops held at three Michigan locations. Interactive, topic-specific, and taught by a panel of attorneys, advisors, and CPAs.
Retirement Income Coordination Workshop
A hands-on 3-hour workshop covering Social Security optimization, tax-efficient withdrawal sequencing, and how your legal documents interact with your retirement accounts.
Upcoming Dates
Brighton
10192 Grand River Rd, Suite 100
May 17, 2025
Ann Arbor
24 Frank Lloyd Wright Dr, Suite L-4000
June 14, 2025
Kalamazoo
619 W. Kalamazoo Ave
July 12, 2025
Estate Planning & Asset Protection Workshop
A comprehensive workshop covering the legal documents every Michigan family needs, how to fund a trust correctly, and strategies to protect assets from creditors, lawsuits, and long-term care costs.
Upcoming Dates
Brighton
10192 Grand River Rd, Suite 100
May 31, 2025
Ann Arbor
24 Frank Lloyd Wright Dr, Suite L-4000
June 28, 2025
Kalamazoo
619 W. Kalamazoo Ave
July 26, 2025
Small Business Owner Tax & Succession Workshop
Designed specifically for Michigan business owners, this workshop covers entity structure, tax reduction strategies, buy-sell agreements, and how to build a succession plan that protects your family and your business.
Upcoming Dates
Brighton
10192 Grand River Rd, Suite 100
June 7, 2025
Ann Arbor
24 Frank Lloyd Wright Dr, Suite L-4000
July 5, 2025
Kalamazoo
619 W. Kalamazoo Ave
August 2, 2025
Flagship Program
Retirement Financial Mastery Program
An 8-week structured curriculum — modeled after a university continuing education course — covering the complete spectrum of legal, financial, and tax coordination. Each session builds on the last, culminating in a personalized written action plan.
8-Week Curriculum
The Coordination Problem
Why your attorney, financial advisor, and CPA must work together — and the real cost when they don't.
Building Your Financial Foundation
Emergency funds, debt strategy, insurance coverage, and the financial documents every family needs.
Retirement Account Mastery
Traditional IRAs, Roth IRAs, 401(k)s, and SEP-IRAs — contribution strategies, conversions, and RMD planning.
Tax Planning Through Every Life Stage
Tax brackets, deductions, Roth conversions, IRMAA, and how to build a tax-efficient income strategy.
Estate Planning Fundamentals
Wills, trusts, powers of attorney, healthcare directives, and beneficiary designations — done correctly.
Asset Protection & Risk Management
Protecting your wealth from creditors, lawsuits, long-term care costs, and Medicaid spend-down.
Social Security & Medicare
Claiming strategies, spousal benefits, Medicare enrollment, and how Social Security interacts with your tax plan.
Your Personal Coordination Plan
Putting it all together — building a written action plan that coordinates your legal, financial, and tax strategies.
What Attendees Say
Real Results from Real Michiganders
"I've attended three MSFE workshops and each one gave me something actionable I could implement immediately. The fact that an attorney, a financial advisor, and a CPA are all in the room together is unlike anything else I've found."
David R.
Brighton, MI
Attended Retirement Income Coordination Workshop
"The 8-week course completely changed how I think about my finances. I didn't realize how much money I was leaving on the table by not coordinating my tax plan with my estate plan. Worth every minute."
Susan & Tom K.
Ann Arbor, MI
Completed Retirement Financial Mastery Program
"As a physician, I had no idea how much my entity structure was costing me in taxes. The Business Owner workshop opened my eyes to strategies my own accountant had never mentioned."
Dr. James M.
Kalamazoo, MI
Attended Small Business Owner Workshop
Common Questions
Frequently Asked Questions
Are the events really free?
Who teaches at MSFE events?
Will I be pressured to become a client?
What is the difference between a webinar, a workshop, and the 8-week course?
How do I register?
Reserve Your Spot Today
All MSFE educational events are free. No sales pitch. No pressure. Just plain-language financial education from Michigan's leading attorneys, advisors, and CPAs — working together in one room.
Questions? Email us at [email protected]