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Treasures of a Lifetime

Established in 1985, The Society for Lifetime Planning has helped thousands of individuals and families plan for their later years with confidence. Our philosophy is steadfast: Reflect on the past, cherish the present, and prepare for a future containing the treasures of a Lifetime.

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About Us

Since 1985, The Society for Lifetime Planning has been a provider of financial services, helping more than 2,000 Michigan families with investment management and retirement planning. Our mission is to prepare you for life’s most important events and work with you as you make significant decisions. We provide personalized guidance for establishing goals and navigating challenges, developing and executing a customized financial plan, and monitoring that plan going forward.

Our Specialties

 Retirement Planning

 Income Strategies

 Protecting Loved Ones

 Investment Management

 College Funding

 Preserving Assets

 Issues on Aging

 Generational Giving

 Financial Planning

Our Team

Larry Slabotsky Photo

Larry Slabotsky

Managing Director
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Larry Slabotsky

Managing Director

P: 248.952.1744, ext. 124


  • Founder, Society for Lifetime Planning (1985)
  • Registered Representative, LPL Financial
  • Bachelor’s Degree, Gerontology & Business, University of Southern California
  • MBA, Finance, University of Michigan
  • Founder of Detroit Chapter of International Society for Pre-Retirement Planners
  • Participant in State of Michigan’s Office on Aging
  • Hosted International Conference on Pre-Retirement Education

With a reputation for intelligent, compassionate, and dedicated service to his clients, Larry takes great pride in offering objective, productive strategies for those planning for retirement. “We’re good listeners and good problem solvers. It’s our job to help clients determine how to use their resources, how to feel comfortable spending their money, how to pursue their dreams. At the end of the day, we measure our success by our ability to help deliver confidence in their futures.”

Larry is a devoted collector of Presidential memorabilia (including a document from Abraham Lincoln requesting more troops from Michigan during the Civil War). He enjoys playing and watching golf, tennis, and basketball. He is also a long-time member of the University of Michigan Cancer Board.

Registered Representative, LPL Financial. Larry is registered to do business in the following states: AL, AZ, CA, CO, FL, GA, IL, KS, KY, MD, MI, MN, MO, MT, NC, NJ, NM, NV, NY, RI, SC, TX.

Ken Morris, ChFC® Photo

Ken Morris, ChFC®

Executive Vice President
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Ken Morris, ChFC®

Executive Vice President

P: 248.952.1744, Ext. 126


  • Co-founder of Society for Lifetime Planning (1985)
  • Bachelor’s Degree with honors, Social Sciences, Michigan State University
  • Chartered Financial Consultant (ChFC®), The American College

Ken Morris has spent more than 30 years as a financial advisor. In addition to his financial advising responsibilities, Ken handles supervision and compliance for the firm. Always on top of financial news, issues and trends, Ken writes a Personal Finance column that appears in The Oakland Press every Sunday.

When he’s not busy advising clients or writing about finance, Ken participates in a variety of outside activities, including skiing, skeet shooting, biking, golfing and boating. He also enjoys reading history. 

Registered Securities Principal, LPL Financial. Ken is registered to do business in the following states: AL, AR, AZ, CA, CO, FL, GA, ID, IL, IN, KS, MD, MI, MN, MO, NC, NM, NV, OH, PA, SC, TX, VA, WI, UT.

T. Michael Dolan Photo

T. Michael Dolan

Executive Vice President
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T. Michael Dolan

Executive Vice President

P: 248.952.1744, ext. 122


  • Bachelor’s Degree in Accounting & Finance
  • Society for Lifetime Planning Since 1991
  • Former American Express Financial Services advisor (three years)
  • Former General Motors financial staff (10 years)

As an LPL Financial Advisor with Society for Lifetime Planning, Mike combines his knowledge in finance and investing with a personal interest in helping clients pursue a retirement that is rich in all aspects: financial, social, and emotional.

“My role is to be a good steward of your money and to make sure your investment strategy is designed to address both your financial and your ‘human’ goals. We’ll explore how you are planning to enjoy your money for the rest of your years, and what we can put in place now to help you prepare for retirement.

“I’m also available for ongoing conversations and analysis to ensure that you understand what you own, why you own it, and what it is supposed to be doing for you – only then can you assess if your investments are within the range of volatility that you want to assume.”

Mike Dolan is well-known for his “Life After…” seminars, presented to thousands of GM and Ford employees and others over the past 25 of years. He has been quoted in both the Detroit Free Press and Money Magazine and featured in interviews on WJR 760-AM.  Mike also hosts a monthly event entitled “Bears, Bull & Breakfast” to discuss financial issues and trends with Lifetime clients and their friends.

When he isn’t working with clients to map out their futures, Mike enjoys spending time with his grandchildren, renovating his home, and exploring the wonderful waters of Michigan. He is also an avid reader, particularly in the areas of business, automotive and technology.

Registered Representative, LPL Financial. Mike is registered to do business in the following states: AZ, CA, CO, FL, GA, IL, KY, MI, MN, MO, NC, OH, TX, WI.

Nina Preston, CFP®, AIF® Photo

Nina Preston, CFP®, AIF®

Senior Vice President
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Nina Preston, CFP®, AIF®

LPL Financial Advisor


Accredited Investment Fiduciary®

P: 248.952.1744, ext. 133


  • Women’s Program Co-Director, Society for Lifetime Planning
  • Financial Operations Principal, LPL Financial
  • Co-Supervisory Responsibilities
  • Bachelor’s Degree, Finance/Economics

Nina Preston has been a financial advisor for more than 30 years. Before joining Lifetime Planning in 2001, Nina founded and operated an independent financial planning firm for more than 10 years. She was the Money Makeover Specialist for the Detroit News from 1999-2008 and hosted financial radio programs for 12 years.

Nina’s reputation as a highly responsive, extremely thorough advisor is backed by her dedication to helping clients overcome financial challenges and secure successful futures. Her philosophy: “Be very proactive. Financial planning isn’t something that you do just once — it’s something that you live.”

When she isn’t serving as a “concierge” for retirement issues, Nina enjoys equine dressage and therapeutic riding, adventure vacations, and dog agility training.

Registered Securities Principal, LPL Financial. Nina is registered to do business in the following states: AZ, CA, CO, FL, IL, KS, MI, NM, NY, OH.

Wendy Potter, CLU® Photo

Wendy Potter, CLU®

Executive Vice President
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Wendy Potter, CLU®

Executive Vice President

P: 248.952.1744, ext. 125


  • Women’s Program Co-Director, Society for Lifetime Planning
  • Bachelor’s Degree in Finance, Minor in Accounting
  • CLU Designation, The American College

Wendy Potter has been a financial advisor for nearly 30 years. She specializes in working with physicians, professional females, and engineers in the automotive/supplier industry. Her primary focus is helping families work toward their financial goals through proper planning and risk management. She is proud to have helped several families over multiple generations.

A frequent presenter, Wendy provides ongoing educational programs at Metro Detroit hospitals to help physicians pursue financial success. Wendy also serves as co-director of Lifetime Planning’s Women’s Program, which provides financial, educational, and social programs for women over 50. These programs are designed to help them move forward with confidence. Wendy is very active with INFORUM (formerly the Women’s Economic Club) and has served on its Detroit Regional Council for seven years. 

Wendy is the proud mom of two adult sons who live in Nashville. When she is not working with clients, Wendy enjoys exploring old and new places in Detroit, outdoor activities; walking, golf, boating, and traveling to Nashville to visit her kids.

Registered Representative, LPL Financial. Wendy is registered to do business in the following states: AZ, CA, CO, FL, GA, MI, MN, NY, TX, WA.

Marty Grattan Photo

Marty Grattan

Vice President
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Marty Grattan

Vice President

P: 248.952.1744, ext. 131


  • Degrees in Finance and Management

Marty Grattan has been with Society for Lifetime Planning since 1992. In addition to his experience as a Registered Representative, Marty spent eight years as an auditor in the financial industry.

With a caring, approachable demeanor, Marty appreciates working for a company that truly puts clients and their needs first. “My clients are treated as if they are valuable members of my family. Their goals are my goals, and it’s my privilege to help pursue them.”

Outside of work, Marty enjoys spending time with his two sons. Their favorite activities include baseball, soccer, and scouting. He also enjoys woodworking.

Registered Representative, LPL Financial. Marty is registered to do business in the following states: AL, AZ, FL, IN, MI, MO, NM, TX.

Brandon Morris, CFP® Photo

Brandon Morris, CFP®

Vice President
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Brandon Morris, CFP®

Vice President


P: 248.952.1744, ext. 123


  • Bachelor of Arts, Economics, The University of Michigan

Brandon has been a professional in the financial services industry for nearly seven years. Prior to joining Lifetime Planning, Brandon was with AXA advisors and Jackson National. He is very passionate about helping individuals, families, and small businesses acknowledge and pursue their financial goals.

Brandon’s outside interests include golf, the Detroit Lions, movies, and his family. His son Alexander is already picking up on several of Brandon’s hobbies. Brandon is also a member of several organizations including the Plymouth-Canton Jaycees.

Registered Representative, LPL Financial. Brandon is registered to do business in the following states: CO, FL, IL, MI, OH, VA.

Zachary Slabotsky, CFP® Photo

Zachary Slabotsky, CFP®

Vice President
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Zachary Slabotsky, CFP®

Vice President


P: 248.952.1744, ext. 128


  • MBA, University of Michigan – Ross School of Business
  • Bachelor’s Degree, Economics, Cornell University

Prior to joining Lifetime Planning, Zack worked as a Regional Director for one of the industry’s fasting growing investment managers. He also spent three years working as an economic consultant in New York. Zack has interned with a hedge fund, a real estate firm, another wealth manager, and the Michigan Economic Development Corporation.

After more than a decade of studying and working in economics and finance, Zack returned to Michigan eager to help families enjoy better investing experiences. He works with clients to understand their goals and develop comprehensive, personalized financial plans. Those plans consider tax efficiency, smart diversification, and a scientific, evidence-based investing approach. In the role of personal financial quarterback for his clients, he monitors plans and provides objective advice on finance and investment-related questions.

When he isn’t working with clients, Zack can be found playing basketball, tennis, golf, hiking, or trying a new workout class. He also enjoys travel and has visited five continents. Highlights include riding a camel in Morocco, seeing the Winter Olympics in Vancouver, and spending New Year’s atop Machu Picchu.

Registered Representative, LPL Financial. Zachary is registered to do business in the following states: MI, AZ, CA, CT, FL, GA, IN, KS, MO, NY, TX, and WA.

Eva Roda Photo

Eva Roda

Client Service Coordinator
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Eva Roda

Client Service Coordinator

P: 248.952.1744, ext. 120


  • Lifetime Planning Since 1998
  • Bachelor of Science, Finance

As Client Services Coordinator, Eva Roda is responsible for all client transactions. She joined Lifetime Planning more than 20 years ago and supports the entire financial team at Lifetime. Her favorite activity outside the office is spending time with her family.

Kim Diroff Photo

Kim Diroff

Administrative Assistant
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Kim Diroff

Administrative Assistant

P: 248.952.1744, ext. 135


Kim Diroff joined Lifetime Planning in 2006. She assists Eva Roda with coordinating client services. Before joining Lifetime, she spent a decade working in the insurance industry. Kim enjoys spending time boating on the lake with her friends and family.

Jill Benson Photo

Jill Benson

Administrative Assistant
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Jill Benson

Administrative Assistant

P: 248.952.1744, ext. 132


  • Bachelor’s Degree, University of Wisconsin - Madison

Jill Benson has been with Society for Lifetime Planning since 2005. She specializes in Client Relations and assists financial advisors Mike Dolan, Wendy Potter, and Nina Preston. Jill enjoys outdoor activities with her family.

Sue Golfis Photo

Sue Golfis

Administrative Assistant
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Sue Golfis

Administrative Assistant

P: 248.952.1744, ext. 129


  • Bachelor of Science in Medical Technology from the University of North Dakota

Sue Golfis, who joined Lifetime Planning in 2008, supports financial advisors Ken Morris, Martin Grattan and Marvin Lee. She also assists with beneficiary reviews and coordinates Ken Morris’s articles with the Oakland Press.

Pennie Tracy Photo

Pennie Tracy

Administrative Assistant
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Pennie Tracy

Administrative Assistant

P: 248.952.1744, ext. 139


Pennie is support staff to the assistants and financial team. She keeps them tidy and filed away. She enjoys downtime at the family cottage in Lexington, MI.

Our Programs


Bears, Bull & Breakfast

Join Mike Dolan for breakfast and a conversation on topics that affect you. Everyone is invited – feel free to bring a friend. Our conversations are intentionally unstructured, ranging from current events to historical lessons.  Nothing is off limits; everything is a fair game.

2nd Tuesday of each month
9:30 A.M.–10:30 A.M. 
Kerby's Koney Island Northpoint Plaza - Troy 
(just north of Long Lake Rd.) 
5407 Crooks Rd. 
Troy, MI 48098

Seating is limited! RSVPs are required.

Contact Mike Dolan at mike@lifetimeplanning.com or 248.952.1744


Women’s Programs

Health & Wealth for Women.

Created for women over 50, Lifetime Planning’s women’s programs have reached thousands of women over the past 25 years. The programs offer educational and entertaining events, plus valuable tools to help women look forward with confidence.

Recent programs include:

  • Retiring with Resiliency – Planning with Purpose
  • Understanding Social Security – Securing your Retirement
  • When Financial Responsibility Falls on your Shoulders: Financial Strategies for Widowed or Divorced Women 
  • Roth IRAs: To Convert or Not to Convert? 
  • Emotions, Expectations and Economics 
  • Menopause and Medicare 
  • College Funding Strategies for your Grandchildren 
  • Looking for a “Lifetime” Makeover? 
  • Sailing Forward with Confidence. 

The Lifetime Planning women’s program was originally created to assist women undergoing life-changing events – death of a spouse, end of a marriage, change in work status – or just the realization that it was time to approach life differently and plan for a more fulfilling future.

Nina Preston and Wendy Potter are co-directors of the Women’s Programs at Lifetime Planning. For more information, contact Nina Preston or Wendy Potter at 248.952.1744.


GM Retirement Programs

For more than 30 years, Lifetime has helped employees of the automotive industry prepare for their next chapters with confidence. We provide guidance for both the financial and non-financial aspects of successfully transitioning from an automotive career into retirement or to another job.

Initially, our “Life after…” seminars were offered at General Motors as part of a six-week course conducted in coordination with REPS (pre-Retirement Educational Planning Service) and with the help of REPS president Nester Cole. Those programs were sponsored by GM for pre-retirees and focused on preparing them and their families for a smooth transition into and throughout the retirement years. 

The “Life after…” program has continuously evolved over the past three decades and has expanded to include employees from Ford, Chrysler/FCA, and employees of Michigan Schools.  We have traveled to GM’s Desert Proving Grounds and to Fort Meyers, Florida, in order to share the latest financial tools, warn of potential pitfalls, and bring attention to issues such as long-term life planning and cyber-security.

Some recent programs include:

  • Lump Sum vs. Monthly Checks?
  • Bob Lutz: The World is Changing
  • What Happens If the Lights Go Out at GM?

Our mission has always included and will continue to include the tenets of our very first programs – to provide valuable and useful information relating to the steps required prior to and during retirement.

If you have any retirement questions or concerns, financial or otherwise, or just want an objective review of your retirement strategies, contact us for a complimentary review.  We’re confident that with our nearly 200 years of collective experience we’ll be able to provide some valuable insights.

Contact Us

Have questions for one of the advisors at Lifetime Planning?