Financial Events
Real Connections. Actionable Insights. Hands-on Guidance.
Build financial confidence with people who share your goals and a team that understands your journey. Our in-person financial Seminars are designed to help you gain clarity, and leave with the tools to create a future you’re excited about.
Financial Seminar Events
Plan Smarter, Live Confidently
At Velfling Financial, we understand that financial decisions can feel overwhelming, especially when the future feels uncertain. Our in-person financial seminars are designed to help you take control of your financial life—whether you’re preparing for retirement, managing taxes, or simply planning for a more secure financial future. No matter where you are on your journey, our seminars provide clear insights and actionable strategies to guide you.
Financial Seminars
Step into an engaging, down-to-earth conversation at one of our live financial seminars, led by Steven Velfling and his team of advisors. These in-person events focus on simplifying complex financial topics, breaking them down into practical steps you can start applying right away. With a team deeply invested in your success, there’s no complex jargon or pressure tactics—just clear, insightful guidance to help you feel truly confident about building a secure financial future.
Who It’s For:
Our group events are ideal for those who enjoy learning alongside others in a relaxed, welcoming atmosphere. Topics are easy to understand, with opportunities to ask questions and gain insights. It’s a great starting point if you’re looking to build confidence and knowledge before moving on to more personalized, one-on-one advice.
What You’ll Learn:
- How to safeguard your nest egg from market volatility and ensure a comfortable future.
- How to maximize your retirement income to get the most from what you’ve earned.
- Simple steps to build a tax-efficient strategy that protects your financial future.
How to Join
Hosted monthly at local venues across Southeast Michigan, these financial seminars fill up quickly. Advance registration is required to attend. Click below to be notified of upcoming events.
One-on-One Sessions
Looking for a more personalized approach? In our complimentary one-on-one strategy sessions, Steven Velfling and his team work directly with you to dive deep into your financial goals. Each session is tailored as a focused experience that reflects your unique needs and priorities—whether it’s planning for retirement, managing investments, or preparing for long-term care. Steven and his team are here to help you build a financial plan that’s clear, achievable, and truly your own.
Who It’s for:
Ideal for individuals or couples seeking personalized, focused financial advice. Our one-on-one sessions offer in-depth discussions tailored to your specific needs, providing custom strategies and detailed guidance to help you achieve your financial goals. These sessions also provide an opportunity to deepen group seminar topics.
What You’ll Learn:
- Tailored strategies to meet your unique financial goals, with actionable steps for immediate results.
- How to align your financial plan with your core values and priorities.
- Ways to adapt and optimize your plan for long-term stability and financial resilience.
How to Schedule
Ready to get started? Click the button below to schedule your complimentary, dedicated One-on-One Strategy Session with Steven or a member of his experienced advisory team.
Why Attend a Velfling Financial Event?
We believe financial planning should be approachable and understandable. Our events are designed to meet you where you are—whether you’re just beginning to plan or refining your strategy as you approach retirement.
Straightforward:
We keep it simple with straightforward conversations. We explain complicated topics in a way that makes sense and provide clear steps you can take.
Focused on Education:
We’re focused on education, not selling. You’ll leave empowered with real options, not a sales pitch.
Personal Attention:
With small group settings, our events allow for meaningful Q&A and interaction with our expert advisors.
Upcoming Events
Seats fill up quickly for our exclusive Dinner Seminars. Want to be notified when an event is happening near you? Join our list to stay in the loop and be the first to hear about upcoming opportunities to secure your financial future.
Join OUR EVENT LIST