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:

17  Estate Planning Concepts for 2017

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:  September 12, 2017

   

Time:    10 - 11:30 am

       

Place:   Shelby Township Office


Time:    6:30 - 8 pm


Place:   Bloomfield Hills Office