Free LifePlan™ Workshop
Big Rapids

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

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 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

Join Us in Big Rapids!

Our Big Rapids LifePlan™ Workshops are held on the campus of Ferris State.

Ferris State University
805 Campus Drive, Room 203
Big Rapids, MI 49307

FREE Registration Big Rapids

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

Two hours that can change your life.

Find a workshop location near you:

Grand Rapids

4965 E. Beltline Ave NE

Grand Rapids MI 49525

Call: (616) 361-8400

Fax: (616) 363-0767

Directions >

Holland

12330 James Street Suite

B-10Holland MI 49424

Call: (616) 796-9600

Fax: (616) 363-0767

Norton Shores

131 S. Seaway Drive

Norton Shores MI 49444

Call: (231) 769-0039

Fax: (616) 363-0767

Portage

3275 Cooley Court

Portage MI 49024

Call: (269) 350-2323

Fax: (616) 363-0767

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