4139 W. Walton Blvd, Waterford, MI, 48329 info@cygnetinstitute.org (248) 330-7074

Past Projects

All projects were fee-only, experiential workshops with strict prohibition against accepting or referring All projects were fee-only, experiential workshops with strict prohibition against accepting or referring participants as clients. Descriptions below:

Employer paid workshops for the salaried employees at GM Powertrain 1992-96

Multi-session workshops on Retirement Decisions; Estate Planning; Investment Planning for UAW-GM employees under the Tuition Assistance Plan 2004-06 working with Walsh College and more recently since 2017 working with Oakland Community College

Buyout workshops (2005-2008) for the Foundation Coal company in Pennsylvania, West Virginia, and Wyoming

401(k) Retirement Planning workshops for Farmer Jack employees 2002-07

UFCW Local 876 401k Plan (2004-Present); 401k Management; Estate Planning; Retiree Exit Issues

Teamsters Local 299 401k Plan (2004-Present); 401k Management; Estate Planning; Retiree Exit Issues

Hispanic Outreach Services – Budget class (2005); 12-week budget class in Spanish for green card workers

Federal Reserve Money Smart Week (2004-2019); Various topics presented in public venues in S.E. Michigan

401(k) workshops for Amerisure headquarters employees to supplement Vanguard’s efforts

Retirement seminars for UAW new hires at GM under the new contract

Multiple seminars in many Public Libraries in Oakland County since 2011