Events
Retirement Planning Is Complicated!
Retirement planning is already hard, but the uncertainty of the world makes it even harder to feel prepared today.
That's why Wolf Advisory Services is excited to host complimentary educational events in Berrien County.
You'll learn about navigating inflation, changes in Medicare, market volatility, tax strategies, social security depletion, and more from founder & experienced financial advisor, Rob Wolf!
The strategies and concepts discussed are for educational purposes only and do not represent specific investment, tax, or estate planning advice. All strategies may not be suitable for all attendees. Investing carries an inherent element of risk and it is in everyone’s best interests to consult a tax, legal, or investment professional.
Upcoming Events
Financial Readiness for Retirement: Are You Really Ready?
Join Robert Wolf of Wolf Financial Advisory for a live educational webinar designed to help you think through the bigger picture of financial readiness for retirement. Rather than focusing on a single “magic number,” Rob will walk through some of the important questions that can help you evaluate whether your financial resources are positioned to support the retirement you actually want to live.
Past Events
March 20, 2026
12:00p - 12:45p
Webinar
Taxes in Retirement: What to Think About Before & After Filing
In this complementary webinar, retirement planner Robert Wolf will walk through key concepts that can help you better understand how retirement income decisions and taxes work together. Whether you’ve already retired or plan to in the next 5–10 years, this session will help you think about retirement income with greater clarity and coordination.
November 21, 2025
10:00a - 6:00p
Roger's Foodland
June 24, 2025
6:00p - 7:00p
Webinar
June 19, 2025
12:00p - 1:00p
Webinar
May 13, 2025
6:00p - 7:00p
Webinar
May 8, 2025
12:00p - 1:00p
Webinar
April 22, 2025
6:00p - 7:00p
Webinar
April 17, 2025
12:00p - 1:00p
Webinar
January 18, 2024
5:30p - 7:00p
The Inn at Harbor Shores