Empower Hour: Planning for a Financially Fit Future

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

Date:

Thursday, May 3, 2018

Time:

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

Location:

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