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

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Two hours that can change your life.

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