Free LifePlan™ Workshop
Portage

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

Looking for other LifePlan™ Workshop options in Portage? CLICK HERE to see workshops at the Zhang Portage Senior Center.

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

Two hours that can change your life.

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 to protect our assets from excessive taxes.
Sue Van Sluyters

Location

Carrier Law
3275 Cooley Court
Portage MI 49024
United States
(269) 350-2323

Have a Question?

Our friendly and experienced team is ready to answer your questions.