Workshops

 

Our office provides the following complimentary workshops.  Click on the titles below for more information.  Please contact us for dates and times.


For Individuals:

The Truth About Estate PlanningTM


For Financial Advisors and Insurance Professionals:

The Truth About Estate Planning for Financial AdvisorsTM

Retirement and Estate Plan Integration, Maximizing Retirement Savings

Planning Opportunities with Irrevocable Life Insurance Trusts (ILITs)


For Bankers:

What Every Banker Needs to Know About Living Trusts



To reserve your seat at these workshops, please e-mail or call me at (586) 254-9200 or (248) 409-0256.



  

RSVP for a Workshop   


Upcoming Truth About Estate    

Planning Workshops:


Date:  June 13, 2017

   

Time:    10 - 11:30 am

       

Place:   Shelby Township Office


Time:    6:30 - 8 pm


Place:   Bloomfield Hills Office