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Free LifePlan™ Workshop

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 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

Upcoming Portage Workshops will be held at
Zhang Portage Senior Center

Location:
203 E Centre Ave
Portage, MI 49002

FREE Registration

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Two hours that can change your life.

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