In this workshop, we will discuss:

Can you protect what you value?

  • Three types of assets in your estate & why it matters
  • Defeat the 5 threats to your life saving

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

Free Registration

Our Promise: We do not share or sell your personal information. Privacy Policy.

Two hours that can change your life.

David and his entire staff are nothing short of remarkable and phenomenal! I am very pleased and impressed with my experience there. Everything was handled in a professional manner, and with the best treatment. A special thanks to Jim Henke and Terri Macklin for all their efforts. Absolutely the best!!

Mike S.

A very pleasant experience for my wife and myself. The staff was extremely nice and helpful. Jim was very knowledgeable and patient, explaining everything in a manner that helped us to understand our options. We are looking forward to our next appointment.

Brian C.

The LifePlan seminar is a very useful experience providing current information for all ages regarding protection of your personal and family assets.

Mike N.

Very friendly, professional and extremely thorough! We are very happy to work with them! Would highly recommend them!

Mary Ann S.

James Henke talked us through the LifePlan Journey and answered all questions. Doing this has given us piece of mind that our assets will go where needed an will do the most good to preserve our legacy. Highly recommend James and the program.

Michelle V.

The staff are incredibly professional. My mother was treated with utmost respect. Her paperwork was organized and concise. I dealt with David and Jim and they spoke in terms.

Mike Visser

All questions were answered in depth and in a manner that was very understandable in depth and in a manner that was very understandable. I left feeling confident that we can contact them at any time for help navigating the system.

Sally Brown

We were very happy with the information at the workshop on Estate Planning [LifePlan workshop]. Amanda was very helpful in explaining the options we could choose from.

Sue Van Sluyters