Thank you for joining us!
On September 30, 2021, attendees joined MLive reporter Lindsay Moore and financial experts for this virtual experience and gained knowledge on how to navigate their finances!
This virtual workshop provided in-depth panel discussions, insightful and actionable presentations, and the opportunity to ask questions during the live Q & A.
Navigating finances can be a stressful task. The mission of Navigating Finances presented by the Law Offices of David L. Carrier is to provide our Michigan community with expert insights, providing the tools necessary to confidently create your path to financial freedom. The freedom to do the things you truly want to do – retire with dignity, spend free time with family, purchase a home, or send your kids to college.
Navigating Finances presented by the Law Offices of David L. Carrier
Main Event: Thursday, September 30, 2021, from 5:15 pm – 6:45 pm
Hosted Virtually – FREE to attend
This FREE virtual event featured HGTV’s star Nicole Curtis, and gave an exciting look at making your dream home a reality, retirement planning, and protecting the dollars you’ve earned!
Nicole Curtis is a NYT bestselling author and star of HGTV’s Rehab Addict. With over twenty years of experience in home renovation, 120+ episodes of television, Nicole is best known for her fierce advocacy for rebuilding homes & community work. Rehab Addict has been a staple on HGTV over the past decade and recently aired its newest season, Rehab Addict Rescue earlier this year, on HGTV and Discovery+. Nicole is currently in production in Michigan, where her series is based.
What to Expect
- Workshop with David Carrier ‘You earned it. Don’t lose it!’
– Three types of assets in your estate & why it matters.
– Defeat the 5 threats to your life savings. - Retirement planning and spending with Matt Moses
– How to maximize your retirement savings.
– What changes should you make as you near retirement?
– How to maximize your withdrawal & spending strategies during retirement. - Expert discussion with Emily Schoen and Darren Montreuil – How to reach the American dream of owning real estate
– What programs are available to make this dream a reality.
– Tactics to purchase your dream home in a tough market without overpaying.
– Is now the time to sell or hold on to your real estate investment? - Interview with HGTV star Nicole Curtis on renovating, flipping houses, and increasing your home’s value
- Live Speaker Q&A to get answers to your most pressing questions
MODERATOR
Lindsay Moore
Reporter
MLive
Lindsay Moore is a reporter for MLive’s statewide economy team. She reports on the labor force, real estate and the restaurant industry. Previously she covered local business and community in Kalamazoo.
FEATURED SPEAKER
David Carrier
Attorney
The Law Offices of David L. Carrier
Happily married. Father of 4. Oldest brother of 8. Been there. Done that. Bartender. Farmer. Mechanic. Lawyer for over 30 years. Graduated Notre Dame. Two law degrees: J.D., Boston University School of Law. Master of Laws, Taxation, Georgetown University Law Center. Captain, U.S. Army. Jumped out of perfectly good airplanes for my country. Airborne! Years of Pentagon duty. Years of big firm time. 30 years practicing law my way.
Navigating Finances presented by the Law Offices of David L. Carrier
Main Event: Thursday, September 30, 2021, from 5:15 pm – 6:45 pm
Hosted Virtually – FREE to attend
EXPERTS
Darren Montreuil
Business Development Specialist
Michigan State Housing Development Authority
Darren Montreuil has over 20 years of mortgage industry experience having held positions in Retail, Wholesale and Operations team management.
Darren is a Business Development Specialist for MSHDA’s Homeownership Division. He provides homeownership program information, technical assistance, and educational seminars to our customers in Southeastern Michigan and the Upper Peninsula.
Alan Lockwood
Vice President Wealth Management Officer
Southern Michigan Bank and Trust
Alan Lockwood recently joined Southern Michigan Bank & Trust as a Vice President Wealth Management Officer. Alan attended Western Michigan University where he earned his Bachelor of Business Administration and Management. He is currently obtaining a master’s degree in financial planning as well. Alan has worked in the financial industry for over ten years and is a licensed Certified Financial Planner (CFP) and a Chartered Retirement Planning Counselor (CRPC). He enjoys helping others accomplish any financial goals or planning that they may have.
Emily Schoen
Realtor and interior design social media influencer
Emily is an Ann Arbor Realtor and interior design social media influencer. She enjoys combining her aesthetic talent and experience in tracking real estate to help her clients realize their goals, whether it be seeing the potential in a purchase or maximizing value in the home they’re selling.
Podcast with David Carrier
Special Thanks to Our Sponsors
Presenting Sponsor
Gold Level Sponsor
Ad Choices