Great Lakes Investment Advisors

10/17/2026

Protect Your Assets: Align Docs with Your Vision

Beyond the Will: Protecting Your Legacy in the Great Wealth Transfer | Your Financial Empower Hour Ep 58

Full Episode: https://youtu.be/1HnbNKbFpn8

10/16/2026

Protect Your Wealth: IRS Tax Laws & Strategies Explained

Beyond the Will: Protecting Your Legacy in the Great Wealth Transfer | Your Financial Empower Hour Ep 58

Full Episode: https://youtu.be/1HnbNKbFpn8

10/16/2026

Giving back is personal, and the way you give can be part of your larger financial picture.

Before year-end, take some time to consider the organizations and causes that matter most to you and whether your charitable giving still aligns with your financial and legacy goals. To get in touch, visit our website today at https://greatlakesinvestmentadvisors.com/.

10/15/2026

Avoid Uncle Sam: Secure Your Wealth for Loved Ones

Beyond the Will: Protecting Your Legacy in the Great Wealth Transfer | Your Financial Empower Hour Ep 58

Full Episode: https://youtu.be/1HnbNKbFpn8

10/15/2026

We’re excited to announce our partnership with Gradient Gives Back Foundation to support families in the Midland, MI community! As financial services professionals, we help our clients plan for the future, but this initiative allows us to give back in a new way —providing up to 12 months of housing payments for a family in need.

Know a family facing financial challenges? Nominate them today at greatlakesgivesback.com.
Together, we can build a stronger community.

10/15/2026

We’re growing our Great Lakes Investment Advisors team!

We’re currently hiring a full-time Receptionist in Midland, MI. We’re looking for someone who is professional, personable and highly organized, with a passion for providing an exceptional experience for clients and families.

The role includes front-desk responsibilities, scheduling, administrative support, client communications, CRM management and assistance with events and marketing initiatives.

If you’re ready to join a team that values strong relationships and great service, we’d love to hear from you.

View the position and apply here:
https://www.indeed.com/job/receptionist-dbd956e1bf11c9cb

10/14/2026

Thank you to all who joined us at the H Hotel for our Dinner with Gradient Investments, and thank you Tyler Ellegard for an informative market and economy update!

10/12/2026

Learn what Medicare covers in senior living, from assisted living to nursing home care. Discover coverage limits, hidden out-of-pocket costs and alternative payment options.

Learn what Medicare covers in senior living, from assisted living to nursing home care. Discover coverage limits, hidden out-of-pocket costs and alternative payment options.

10/11/2026

Roth Conversions: Tax Savings Tool

Retirement Taxes: The Mistake of Ignoring Future Taxes | Your Financial Empower Hour Ep 57

Full Episode: https://youtu.be/Mw-zXWSetcY

10/10/2026

IRS Forces Retirement Account Withdrawals

Retirement Taxes: The Mistake of Ignoring Future Taxes | Your Financial Empower Hour Ep 57

Full Episode: https://youtu.be/Mw-zXWSetcY

Saving for retirement is only part of the picture. Understanding ho...