Seminars

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Educational Seminars

If you’re looking to learn more about factors that will impact your retirement, and the options available to you, we may be able to help.

You see, we believe that knowledge is power when planning for retirement.

This is why we hold no-cost educational dinner seminars, to give retirees and pre-retirees up-to-date information on important topics.

Enjoy a delicious gourmet meal (also no-cost) while learning about subjects like:

How to protect your retirement savings from loss
Possible strategies for generating a reasonable rate of return**
How tax rules and the rising cost-of-living may impact your retirement strategy
And more!

We host these events because we believe in the importance of educating retirees and pre-retirees so that they’ll make the best personal choices for them. Interested in attending a seminar? Reach out to us. Events tend to fill up quickly, however, so be sure to book your seat as soon as possible.

We Look Forward To Meeting You!

Let us know the area that you are located in and we will reach out to you about upcoming retirement seminars in your area.

Contact Info

What We Do

Grand Blanc Office

Bay City Office

*Backed by the claims paying ability of the carrier.
**Our products offer a reasonable rate of return, over time.

IMPORTANT CONSUMER INFORMATION

This site is for informational purposes only and is not intended to be a solicitation for or offering of any product or investment. The offer for sale of an insurance product may only be conducted in a state where the agent is licensed and the product is approved for sale. The providing of investment advice relating to securities may only be done by a properly licensed individual operating through a licensed affiliate entity, unless otherwise exempt. Comments about past performance are not to be construed as a guarantee or assurance of future performance. This website may contain concepts that have legal, accounting and tax implications. We do not provide specific legal or tax advice, nor promote, market or recommend any tax plan or arrangement. Consult a tax/legal professional for guidance with your individual situation. No representations are made as to the accuracy or completeness of the information contained herein or any information contained in any link provided herein, nor does a consumer visiting the web site create an agent-client relationship.

Investment advisory services are offered through Gibbs Wealth Management, LLC (DBA Compass Wealth Management), a SEC Registered Investment Advisor. Insurance products and services are offered through Compass Financial Associates. Gibbs Wealth Management, LLC (DBA Compass Wealth Management) and Compass Financial Associates are unaffiliated companies. By using this website, you accept our Terms of Use and Privacy Policy. GWM’s investment advisory services are available only to residents of the United States in jurisdictions where GWM is registered. Nothing on this website should be considered an offer, solicitation of an offer, or advice to buy or sell securities. Any historical returns, expected returns, or probability projections are hypothetical in nature and may not reflect actual future performance. Account holdings are for illustrative purposes only and are not investment recommendations. The content on this website does not constitute a complete description of GWM’s investment advisory services. Before investing, consider your investment objectives and Gibbs’ fees. Gibbs is not a bank or depository institution licensed in any jurisdiction. GWM and GFG are affiliated companies. Products offered by Gibbs are Not FDIC Insured, Not Bank Guaranteed, and May Lose Value. All product and company names are trademarks™ or registered® trademarks of their respective holders. Use of them does not imply any affiliation with or endorsement by them.

By contacting Matthew J. Balsbaugh/Compass Financial Associates LLC. Ins. Lic. #0118186 you may be offered information regarding the purchase of insurance products, including fixed index annuities and life.