We always say that a person’s most valuable assets are their relationships with their loved ones, their health, and their hard-earned money.  Our goal is for all three to be not only preserved, but maximized.

Part of our community outreach effort involves offering free seminars to educate people and take the anxiety out of the unknown.  We have just added to our workshop curriculum a new expert panel experience entitled:

How to Protect Your "Stuff" in 3 Easy Steps

When it comes to sorting facts from fiction in Estate Planning, we provide leadership. We help clients and professionals in the field create individual solutions that work. We have a variety of workshops designed that teach fundamental Estate Planning concepts. Afternoon and evening sessions are regularly available.

Upcoming Dates:

Monday, July 24th from 6:00-8:00PM

Tuesday, July 25th from 11AM-1:00PM

Monday, August 21st from 6:00-8:00PM

Tuesday, August 22nd from 11:00AM-1:00PM

Please call our office at (517)351-6222 for reserved seating and the location!