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