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
Due to the stay-at-home order from Governor Whitmer, all in-person workshops have been cancelled until at least April 30. The LifePlan workshop material is available via webinar. The webinar is a recording and can be viewed from your computer or mobile device at any time.
Reserve Your Seat today for one of our Free LifePlan™ Workshops!
Register now and we will send you a confirmation email the day before the workshop as a reminder.
Hilton Garden Inn
Our popular LifePlan Workshops are coming to a town near you.
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:
Client Success Stories…
Our Team Is Committed To Your Success.
Our friendly and experienced
team cares about you and your family.