Seminars

Select a seminar:

Ann Arbor, MI - Weber's Inn - June 25th

Troy, MI - McCormick & Schmick's - June 26th

Webinar - Optimizing Your Pension Benefits - July 16th

Webinar - Optimizing Your Pension Benefits - July 18th

401(k) Educational Seminars

Featured Speaker: David Kudla

David Kudla, CEO and Chief Investment Strategist of Mainstay Capital Management, has been ranked by Barron’s as one of the “Top 100 Independent Financial Advisors” in the country for the past four years and Mainstay is recognized by Investment News as a “Top 30 Financial Planning Firm” nationwide. He has earned two postgraduate degrees, including a Masters Degree in Management at Stanford University. David holds a Certificate in Financial Planning and is an Accredited Asset Management Specialist^SM (AAMS^®), a Chartered Retirement Planning Counselor^SM (CRPC^®), and a Chartered Mutual Fund Counselor^SM (CMFC^®). David is a contributing writer for Forbes and Dow Jones. He regularly speaks at national conferences, conducts educational seminars, and advises thousands of retirement savings plan participants. His insights into investing, 401(k) plans, the financial markets, and the automotive industry have often been sought out by prominent media sources worldwide such as The Wall Street Journal, Barron’s, Forbes, USA TODAY, Detroit News & Free Press, Reuters, CNN, Bloomberg, FOX Business, and CNBC. He holds three U.S. patents and has a patent pending for Mainstay Capital Management’s proprietary Waypoint Retirement Planning System^TM. As part of his philanthropic activities, David serves as the Executive Director for RISE^® (Redefining Investment Strategy Education), the largest and longest running annual student investment conference in the world. David is an Adjunct Professor at the University of Dayton and a member of the Advisory Council for Wayne State University Finance Department.

Schedule a Seminar at your location

Schedule a Webinar at your location

To complement our on-site seminars, we also conduct online interactive seminars or "Webinars".  This service utilizes internet technology to allow us to conduct live, interactive seminars anywhere at anytime.  In fact, we once conducted a Webinar for more than 50 participants at a Delphi Corporation facility in Columbus, Ohio within a week of the request.  These Webinars are free of charge and include a "live" question and answer session.

Kiplinger's Personal Finance
Is Your Pension Still Safe?

Wall Street Journal
Arguing Over Advice

Wall Street Journal
A Financial Adviser Bucks Star Power

Kiplinger's Retirement Planning
Create a pension backup plan

Wall Street Journal
How to Value the Buyout Offer

Oakland Press
Mistake could pay off for workers

ABC News Video
"Automotive workers seek advice on buyouts"

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