Horizon Financial

🎄🌟 Exciting News! 🌟🎄 The Horizon Financial team is heading to Ludington this Sunday, December 15th! 🎉 We’ll be at the Stix Biergarten from 3 PM to 5 PM for the Festival of Trees Community Event. Come join us for an afternoon of fun, festive cheer, and community spirit! 🎅🤶 Whether you're in the mood for some holiday fun or looking to connect with our amazing team, we’d love to see you there! And that’s not all—the winner of the Festival of Trees will be announced by the United Way at the event! 🎁🌟 Feel free to stop by and say hello. We can’t wait to celebrate the season with you all! 🎄

We are excited to announce that Horizon Financial is sponsoring a tree this year for United Way of Mason County's Festival of Trees! 🎄Voting starts this Saturday, December 7th. You can vote in person at the Stix biergarten or online at https://lnkd.in/gUywAe3B.

Are you ready for Thanksgiving?? We sure are! 🦃 🥧 Wishing you many Thanksgiving blessings this year.

Today, we express our deepest gratitude to those who have bravely served our nation. #VeteransDay

Marissa and I had the pleasure of attending the Leadership Lunch Club to hear Eric Roberts discuss effectively working with multiple generations at the work place. Lots of great take aways. #Leadership #Diversity

We had a great time learning at the annual FPA Michigan conference in Grand Rapids last week. We also heard from the Red Wings great, Darren McCarty!

Thank you for voting us both the Red Hot Best 2024 for Financial Advisors in Traverse City! We appreciate all who voted. #GRATEFUL 2024 Traverse Magazine Red Hot Best -Created by Traverse Magazine. This award is determined by popular vote from readers of Traverse City, MI area. Readers can vote more than once. The award is not specific to financial services and does not imply an endorsement, recommendation, or reflect the performance of the advisor. For more information: https://lnkd.in/gh4GyR_9

We are hosting a lunch-and-learn on 401(k) plans. This event is for anybody involved with human resources, plan administration, business owners, and CPAs. It will feature a panel of professionals involved with different aspects of a 401(k) plan: a financial advisor, record keeper, and third-party administrator. You will learn about common pitfalls to avoid while maximizing the benefits of a 401(k) plan, know your fiduciary responsibilities, determine whether your plan fees and investment performance are competitive, and more. When: Tuesday, June 18th at 11:30 - 1:00 PM (lunch served at 11:30) Where: Great Wolf Lodge Conference Center Register by June 4th at: https://lnkd.in/g4R7rTKK

Many wealthy Americans care deeply about helping others, and charitable giving is often incorporated in their financial plans. Often, tax mitigation dominates planning discussions, causing philanthropic motivations and the desire to do good to get lost. Join us for a special webinar, Maximizing Your Charitable Gifts to Leave a Lasting Impact, on June 11 at 4:00 p.m. ET, to discuss how to use the right charitable planning tools to optimize your financial plan, ways to identify and avoid potential pitfalls in gift plans, and ideas that can help charitable gifts have a meaningful impact. Go here to register https://lnkd.in/g4R7rTKK