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


Key Takeaways:

  • How taxes will impact planning
  • How to balance cash flow and investments
  • Create an investment strategy that begins today
  • Estate planning strategies that make sense for your family


Content and Discussion Leaders:

  • Geoff Sadek, Argus Financial Consultants
  • Brian Boer, Boer Insurance Group
  • Derek Boer, Boer Insurance Group
  • Stephanie Myott, Rhoades McKee
  • Lesley Bergquist, Simplified Tax & Accounting Services

Event Details


Thursday, November 3, 2016


5:30 PM – 7:00 PM


Rhoades McKee Law Office
55 Campau Ave NW, Suite 300, Grand Rapids

Register Now More Event Posts