Empower Hour: Planning for a Financially Fit Future

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Empower Hour: Planning for a Financially Fit Future

When and where

Date and time

Location

Rhoades McKee PC 55 Campau Avenue Northwest #300 Grand Rapids, MI 49503

Map and directions

How to get there

Description

Join us for a complimentary seminar as we outline strategies for young professionals and families to secure a financially fit future. This collaborative conversation incorporates best practices of financial, insurance, estate and tax planning.


Content & Discussion Leaders:

Geoff Sadek | Argus Financial Consultants
Lauren Hinton |
BDO
Brian Boer | Boer Insurance Group
Derek Boer | Boer Insurance Group
Stephanie Myott-Beebe | Rhoades McKee


Key Takeaways:

  • Planning for your financial lifecycle
  • Understanding the tax reform deductions, exemptions, and credits
  • Triggers to update your insurance policy, and coverage options
  • Understanding the difference between a trust and a will, and how to avoid probate



Empower Hour: Planning for a Financially Fit Future