Financial Wholeness Course

We invite you to join us for our Financial Wholeness Course. During the course you will learn time-tested strategies that help you to make informed financial decisions. Whether your objective is to build a nest egg, protect your assets or preserve your lifestyle throughout retirement, this course helps you plan your future with confidence.

Learn how to:  

  • Determine the amount of money you need to retire
  • Create and set Manageable Goals for Retirement
  • Eliminate Debt and Improve Cash Flow
  • Properly convert IRA’s to a Roth IRA
  • Safeguard your assets
  • Select Retirement plan info that is right for your situation
  • Reduce or eliminate taxes, expenses, delays and legal challenges with estate planning

Class Session Include:  

  • Estate Planning
  • Risk Management and Asset Protection
  • Life Planning for Retirement
  • Retirement Plan Distribution Strategies
  • Social Security Planning
  • Retirement Road Blocks and Mistakes
  • Investment Education

November 5 and 7 from 6:00 pm – 9:00 pm at
United Financial CU: 4685 State St. Saginaw, MI 48603

Registration Fee:
Members – $25
Non-Members – $50
*You can bring a spouse or guest at no additional charge. Registration fee includes one workbook.

Space is limited so please make your reservations today.
Give us a call at 777.3620 with any questions about the seminar, or contact me by email at We look forward to seeing you there!

Seminar Payment Options:

If you are a current United Financial Credit Union member – you can pay via credit card below, we can transfer the money out of your account or pay via check/cash the night of the seminar.

If you are not a current member – you can pay via credit card below or pay via check/cash the night of the seminar.

If you would like to pay via credit card – please use the Buy Now button below.

Seminar Pricing

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