UP Client Meetings 2025
Please join us in Escanaba, Marquette or
Sault Ste. Marie on July 30-31, 2025
Advance Capital Management cordially invites you to join us for our annual UP Client Meetings. We will address a variety of topics to help you stay informed and make prudent financial decisions. The topics we will discuss include:
- Economic & Market Update
- Does a Roth Conversion Make Sense for You?
- Financial Planning for Long-Term Care
Please use the forms below to RSVP!
Escanaba:
July 30 @ 6:00 pm
Terrace Bay Hotel
7146 P Road (Gladstone)
Dinner Served
Marquette:
July 31 @ 10:00 am
Landmark Inn
230 N. Front Street
Lunch Served
Sault Ste. Marie:
July 31 @ 6:00 pm
Applebee's Grill & Bar
4478 Business Spur
Dinner Served
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