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401(k) Educational Seminars

Tuesday, October 14th - Troy, MI - TBD

Tuesday, November 11th - Auburn Hills, MI - Hilton Auburn Hills

Pension Lump Sum Webinars

Thursday, October 16th at 12:00 pm

Thursday, October 16th at 4:00 pm

Thursday, November 6th at 12:00 pm

Thursday, November 6th at 4:00 pm


Featured Speaker: David Kudla

David Kudla conducting an educational seminar in Grand Rapids, MichiganDavid 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 six 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 SpecialistSM (AAMS), a Chartered Retirement Planning CounselorSM (CRPC), and a Chartered Mutual Fund CounselorSM (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 SystemTM. 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 a Senior Fellow at the Davis Center for Portfolio Management, an Adjunct Professor of Finance at the University of Dayton, and serves on the Advisory Council for Wayne State University Finance Department. He is also a member of TD Ameritrade's NextGen Advisory Board and serves on Guggenheim Investment's RIA Advisory Board.

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.

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