Principium University Courses | Learn More & Register Today!

As part of our firm’s commitment in giving back to our community and neighbors, our firm offers complementary Educational Empowerment Courses.

Principium University

Retirement Success Formula
A New Perspective On Retirement - Reducing Your Liabilities

Wave goodbye to uncertainties and take a step toward improving the security of your retirement goals

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Medicare 101
Making sense of it all

With over 6,000 people starting their Medicare journey each day, and Health Insurance ranking as the HIGHEST annual expense during retirement years, it makes sense to ensure that you are well educated on your rights and abilities.

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Understanding Annuities
The good, the bad and the UGLY

Can you afford a 50% penalty for making a mistake after 70? We'll discuss ways to optimize your RMD's and ensure that neither market losses or excessive taxation has an adverse effect on your loved ones or your ability to draw monthly income.

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The IRA Mastermind
Keeping what's rightfully yours

As the market hits record highs once again, and fewer baby boomers can rely on pension plans. Annuity strategies are once again popular and "can be" a solid addition to your retirement portfolio. YOUR SAVING GRACE -or- BIGGEST MISTAKE?

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Course Attendee Testimonials

Dennis, Saline, MI

The Medicare workshop presentation was thoroughly informative and easy to digest. It was was such an eye-opener!
Mark, Dexter, MI

I've been to several Medicare presentations over the years. Out of all of them, Austin was the most knowledgeable speaker I've ever seen.
Gina, Brighton, Michigan

I attended the IRA distribution course with my mother. Chris is a natural teacher and delivered useful information in an excellent manner. I would highly recommend this class to anyone unsure about IRA accounts and distributions.
Pete, Novi, Michigan

Unfortunately I did not get the opportunity to thank you in person, however I want to thank your team for a very interesting course. Besides the fact that it was fun, it was a good investment of my time. I now understand the Medicare Donut Hole!