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Free Community LifePlan™ Workshops

Give two hours at the workshop, get a lifetime of guidance.

Can’t make it to our offices to attend a Free LifePlan™ Workshop? Then we will bring the workshop to you. The same great program that has been helping elderly residents and their families plan ahead is coming to communities across West Michigan and beyond. Contact us today and tell us that you would like a LifePlan™ Workshop in your town.

Upcoming workshops are headed to:

Royal Park Place Retirement Community
December 3, 6-8 p.m.
500 Parkside Drive, Zeeland MI 49464
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In this workshop, we will discuss:

Can you protect what you value?

  • Three types of assets in your estate & why it matters
  • Rescue your retirement savings from the new Death Tax
  • Defeat the 5 threats to your life savings

Why bother with planning?

  • Why pre-planning vs crisis recovery? An ounce of prevention vs a pound of cure.
  • What is Probate and why avoid it? Let sleeping dogs lie.

What mainstream lawyers and advisors won’t tell you
(because they don’t know)

  • Long term health care costs are the real threat
  • Get Medicaid without spend-down
    • Married Couple can save 90+%
    • Single Person can save 40+%
  • Protect your family by protecting your savings – 5 tools

Two hours that can change your life.