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.


Conversation & 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

Event Details


Thursday, May 3, 2018


5:30 PM – 7:00 PM | Cocktails & Hors d’oeuvres


Rhoades McKee | 55 Campau Avenue NW, Suite 300, Grand Rapids

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