ChoiceOne Investment Center
Workshops & Upcoming Events!
Estate & Tax Planning Workshop
- March 26th at 6pm & March 27th at 7:30am
SHRED Your Documents for FREE!
Representatives will be available to answer paper retention questions
- April 18th, 9am – 11am at the Newaygo ChoiceOne Bank
- April 25th, 9am – 11am at the Sparta Main ChoiceOne Bank
Investing 102 Workshop
- May 19th at 6pm
Women & Investing Workshop
- October 20th at 6pm
If you have any questions or would like to recommend a workshop please contact
Kathy Lothschutz at 616-678-4961 or email@example.com
As part of our continued commitment to better inform and educate our clients and prospective clients, ChoiceOne Investment Center will be offering a series of workshops and events throughout the year. We invite you and a guest to take part!
All workshops will be hosted by Registered Investment Advisor Representatives Randy Schmidt, CFP®, RFC and Kelly Potes, CFP®.