Join us for a free Estate Administration Workshop in person and via Zoom webinar. Unravel the complexities of estate administration and get clear, actionable insights on:

• Navigating probate and trust administration timelines.
• Your rights as a beneficiary.
• The critical roles and duties of trustees, personal representatives, and more!

When: Monday, February 19, 1:00 PM-3:00 PM

Where: 4965 E Beltline Ave NE Grand Rapids, MI 49525

Financial elder abuse is a critical issue that affects some of our most vulnerable community members. As our population ages, the frequency of financial exploitation cases involving elders is disturbingly on the rise.

This type of abuse involves the unauthorized or improper use of an elder's funds, property, or assets, often by someone they know and trust.

Ready to secure your future?

America is getting older. Prices for everything are skyrocketing. Lose it now, and you’ll never get it back! Fundamental mistakes infecting traditional estate planning exploded at the 3 Secrets Workshop!



3 Secrets Workshop - Grand Rapids - Thursday, February 1, 2 PM and 6 PM

3 Secrets Workshop - Holland - Tuesday, February 6, 11 AM and 2 PM

3 Secrets Workshop - Portage - Wednesday, February 7, 2 PM

3 Secrets Workshop - East Lansing - Friday, February 9, 11 AM and 2 PM

3 Secrets Workshop - Muskegon - Thursday, February 15, 11 AM and 2 PM

Already made a plan with us?

Ensure your estate plan remains responsive to your life's changes. Join our Trust Review Workshop to review and fortify your existing plan – stay ahead, stay secure.

Trust Review Workshop - Muskegon - Thursday, February 1, 1 PM

Trust Review Workshop - Holland - Tuesday, February 8, 4 PM

Trust Review Workshop - Grand Rapids - Thursday, February 15, 4 PM

Trust Review Workshop - Portage - Tuesday, February 20, 2 PM