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Upcoming LifePlan Workshops

Reserve Your Seat today for one of our Free LifePlan™ Workshops!

Grand Rapids

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Norton Shores

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Holland

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Portage

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Hilton Garden Inn

Our popular LifePlan Workshops are coming to a town near you.

Upcoming Locations
Seating is limited! Choose a location above to reserve your family’s place at the table. Watch the video below to find out what to expect when YOU attend a LifePlan™ Workshop!

Free, fun, info-packed workshops in a group setting.

Workshops are led by the host of West Michigan’s #1 legal radio show, Attorney David L. Carrier. David has been helping West Michigan families for over 20 years to Preserve What They Own, To Protect What They Value. The two-hour workshops fly by!

Questions are encouraged and your concerns are front and center!

Our families have worked hard, raised families, contributed to the community, and value God and country. David believes, they should not have to spend their life savings should they need long term skilled care. Can you afford over $8000.00 a month for nursing home care? If you answered, “NO!”, then you need to learn the facts by coming to a LifePlan™ workshop.

You'll Learn How To:

Avoid Probate; minimize court cost & attorney fees

Understand the difference between a Will, Power of Attorney, and Trusts

Utilize your assets within a Trust and what types of assets can be put in Trust

Get qualified for Medicaid and Medicare and become educated on the differences between the qualifications for each

Differentiate between the types of long term care, from Aging in Place to Skilled Nursing Care

Reduce your tax burden

Pre-plan for financial peace of mind

Turn your IRA into an estate-planning tool that can last generations

Client Success Stories...

Our Team Is Committed To Your Success.

Our friendly and experienced
team cares about you and your family.

Meet Our Team