Welcome to the latest edition of our newsletter!

In this edition, we delve into the issues that have been weighing on your mind and those of your close ones. We explore the family cottage dilemma, delve into the vital role of social connections in promoting healthy aging, and demystify the motivations behind your mortician's request for power of attorney (POA). Furthermore, we extend a warm invitation to our upcoming financial planning workshop, designed to empower you with the knowledge and tools for a secure financial future. Join us!

The Family Cottage: Godsend Or Hellhole?

Is it foolish to think that there is a lifecycle to cottages and properties? Is there is a routine evolution in the relationship between family and property? Is it a bad idea to recognize the lifecycle and work with it? Are you against preserving unique opportunities for your family?

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Free LifePlan Workshop - Muskegon - Tuesday, November 14, 11 AM and 2 PM

Free LifePlan Workshop - Portage - Thursday, November 16, 2 PM and 6 PM

Free LifePlan Workshop - Grand Rapids - Tuesday, November 21, 2 PM and 6 PM

Free LifePlan Workshop - Holland - Thursday, November 30, 11 AM and 2 PM

More Upcoming Events

Visiting Expert Series:

Social Security Retirement Planning

THURSDAY, NOVEMBER 16 | 5:00 PM

📍 4965 East Beltline Ave. NE,

Grand Rapids, MI 49525

Articles

Why Social Connections Are Key to Healthy Aging

We often hear about exercise and nutrition as keys to healthy aging, but what about social connections? Maintaining a vibrant social life is not just enjoyable; it's also essential for your well-being, particularly as you age.