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Taking control of your finances is a lifelong journey. AARP Michigan’s Money Matters: Ask the Expert series was designed to help make that journey clearer and more confident.
Originally aired in 2025, this free virtual series brought trusted financial experts straight to your screen. Each session focused on a key aspect of financial literacy and security. If you missed a session or want to revisit the insights, each event is now available to watch on YouTube.
Featured Speaker: Dewey D. Steffen, Great Lakes Wealth CEO & Chief Investment Officer
From traditional savings strategies to modern investment options, this session explored innovative ways to grow, protect and maintain your wealth. Whether you’re just starting out or looking to refine your long-term financial plan, this discussion offers practical guidance on making your money stretch across your lifetime. Watch the session by clicking here.
Featured Speaker: Henry Guzzo, Ameriprise Financial Services, LLC Financial Advisor
What happens to your money after you’re gone? This session encouraged participants to think creatively about legacy planning. From charitable giving and inheritance strategies to unique investment approaches, the conversation focused on how your financial decisions today can reflect your values and support the people and causes you care about most. Watch the session by clicking here.
Featured Speaker: Hillary Hatch, Social Security Administration Public Affairs Specialist
Social Security plays a critical role in retirement planning, yet it can be one of the most misunderstood benefits. This informative session walked viewers through how Social Security works, including the annual Cost of Living Adjustment (COLA) and shared tips to help participants better understand and maximize their benefits. Watch the session by clicking here.
The Money Matters: Ask the Expert series reflects AARP Michigan’s commitment to helping Michiganders feel more confident about their financial futures. Whether you’re planning for retirement, exploring investment options or thinking about the legacy you want to leave, these sessions offer valuable insights you can revisit anytime.
To explore more financial resources and upcoming events, visit the AARP Michigan Work & Money webpage.
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