Hello, Financial Futurists!

Happy New Year! We're kicking off 2024 with gusto in our latest newsletter, and it's packed with goodies to ensure your year starts right.

First up, we're talking "Planning for Healthcare in Your Senior Years". It's not just about ticking boxes; it's about crafting a golden years' plan that's as solid as a rock and as comforting as your favorite armchair.

Also, back by popular demand, our Cocoa and Cookie Drive-Thru! Swing by our main office on January 19th for a delightful dash of post-holiday cheer. Free hot cocoa and cookies await to warm your hearts (and hands!).

And don't miss our latest video feature: "The Red Wagon Club! Plan Ahead The Right Way!" It's your exclusive look into the club that's revolutionizing financial planning. Learn how to future-proof your financial plans with style and smarts.

As we all embrace this new year, let's fill it with smart planning, warm cookies, and strategies that keep us rolling smoothly into the future.

Your Family's Personal Attorney,

Planning for Healthcare In Your Senior Years

Healthcare in your senior years isn’t just a concern; it’s a critical aspect that requires meticulous planning. As you age, so do your healthcare needs, and a little foresight can go a long way. This is where elder law shines, offering crucial guidance for making sound healthcare decisions.

Mark your calendars for January 19th, because you're invited to our Cocoa and Cookie Drive-Thru! Join us at our main office for a heartwarming treat to keep the holiday cheer going. We’ll be serving up steaming cups of hot cocoa and delicious cookies – all on the house! It's our way of saying thanks and spreading a little joy. Drop by, grab a treat, and let's share some smiles and warmth. We can't wait to see you there!

RSVP HERE

Ready to secure your future?

America is getting older. Prices for everything are skyrocketing. Lose it now, and you’ll never get it back! Fundamental mistakes infecting traditional estate planning exploded at the 3 Secrets Workshop!

3 Secrets Workshop - Muskegon - Thursday, January 4, 11 AM and 2 PM

3 Secrets Workshop - Portage - Tuesday, January 9, 2 PM and 6 PM

3 Secrets Workshop - Holland - Thursday, January 11, 11 AM and 2 PM

3 Secrets Workshop - Grand Rapids - Tuesday, January 16, 11 AM and 2 PM

3 Secrets Workshop - East Lansing - Friday, January 19, 11 AM and 2 PM

Already made a plan with us?

Ensure your estate plan remains responsive to your life's changes. Join our Trust Review Workshop to review and fortify your existing plan – stay ahead, stay secure.

Trust Review Workshop - Grand Rapids - Thursday, January 4, 11 AM

Trust Review Workshop - Holland - Tuesday, January 9, 11 AM

Trust Review Workshop - Portage - Thursday, January 11, 11 AM