KOVITZ EVENTS

Register to Attend This Dinner Seminar at Eddie Merlot's in Bloomfield Hills, MI

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WEDNESDAY, JULY 9

Strategic Financial Planning: Looking Past Traditional Investments

Optimizing your Financial Future

Thorough financial planning is essential for long-term stability, covering key areas such as liquidity management, tax efficiency, retirement preparedness, and estate planning. A carefully designed investment plan provides clarity, discipline, and alignment with financial goals. Additionally, alternative investments—particularly private credit—offer attractive diversification and potential for enhanced returns beyond traditional asset classes. 

Join us at Eddie Merlot's in Bloomfield Hills, MI for an exclusive discussion designed for individuals, families, and business owners who are looking to be more intentional and strategic with their portfolio.

Topics we will cover:

  • The importance of comprehensive financial planning, including aspects such as liquidity, tax, retirement, and estate planning

  • Benefits of having a well-structured investment plan

  • Advantages of alternative investments, with a focus on private credit.

Eddie Merlots Bloomfield Hills Main Dining Room Booths 4.2 (002)

DATE & TIME

Wednesday, July 9, 2025 · 6:30pm - 8:30pm ET

LOCATION
Eddie Merlot's
37000 Woodward Ave.
Bloomfield Hills, MI 48304
Get Directions

Meet your Presenters

Lyle
Lyle Wolberg, CFP®

Principal, Senior Wealth Advisor

Lyle is one of the founding Partners of Telemus and is responsible for working with some of the firm’s largest relationships. As a former Financial Advisor at Merrill Lynch and Senior Vice President–Investments at UBS Financial Services, Lyle has more than 30 years of industry experience across all facets of financial wealth planning and investment management.

A graduate of the University of Michigan Ross School of Business, Lyle has been named as one of Forbes Best-in-State Wealth Advisors (2024) and Barron’s Top 1,200 Financial Advisors (2023). In addition, Lyle is a Certified Financial Planner. He serves on the board of directors of First Tee of Greater Detroit, is a trustee for the Children’s Foundation of Michigan, and is Past President and Co-Founder of the Berkley Educational Foundation.

Lyle is an accomplished amateur golfer and also loves to travel with his wife and three children.

Josh Levine-2
Josh Levine, CFP®

Principal, Senior Wealth Advisor

Josh has been a member of the Telemus team since its inception in 2005.  As a Partner, Josh works with individual members on comprehensive financial life management issues.  He also assists business owners with evaluating their qualified retirement options such as 401(k), profit sharing and cash balance plans. 
 
Prior to joining Telemus, Josh worked at Towers Perrin advising Fortune 100 companies on their employee benefit plans. Josh is a proud graduate of the University of Texas and completed his MBA at Emory University. 
 
Josh is an avid soccer player, runner, biker, and competes in many triathlons.  He loves to spend time with his family and the family dog.
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