Join us on November 2nd to hear from speaker, Denver Cade, about holistic financial planning overall and how mortgages and assets through a mortgage relate to one another in terms of financial portfolios. Here is a general list that will be included in his discussion:

• • • Investment options within the IRA/ROTH IRA spectrum and how they relate to taxes and income limits.
    • Protection for those preparing to buy a mortgage or accumulating additional liabilities
    • Interest rate environment in our industry and how they correlates to mortgage lending
    • Discuss options with lenders who are currently 1099 as business owners for how they can maximize their opportunities to build their business and become better lenders
    • Equity in homes and how to use it wisely.

EVENT DETAILS:
   Date: Thursday, November 2, 2023
   Schedule: 11:30 a.m. - 1:00 p.m.  
   NEW LOCATION: Grand Traverse Event Center

                                 738 S Garfield Ave
                                 Traverse City, MI 49686
   Cost: $35/members, $40 non-members 

Thank you to our Event Sponsor! 

Denver Cade us a local financial advisor for Thrivent in Traverse City. He has been operating his own business and serving those in the area for several years now. Born and raised in Northern Michigan in the town of Buckley. he was a graduate of Buckley High School as well as Spring Arbor University where he was blessed with the opportunity to play collegiate basketball. He currently holds a degree in Business Administration and designations with the Series 7 and Series 66 which allows him to help those with securities and financial advice. He is currently serving those in all aspects at Thrivent, aiming to conduct holistic financial planning overall.

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Policies:

Registrations made and not cancelled by October 28, 2023, must be paid in full and are not refundable. If registration is not paid by the day of the event, or will incur a $10 late fee.

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MMLA events are non-recruiting functions! Solicitation and/or distribution of employment opportunities, including net branch/net compensation plans, is prohibited. The penalty for non-compliance with this policy is immediate expulsion from the event without a refund of fees paid to MMLA related to the event.