Hello!


Your sense of balance helps you stay upright and feel stable as you navigate your way through your day. So please, Don't Fall!

Come to our Visiting Expert Workshop (Tuesday, May 9, 2:00PM – 3:00PM)  and learn how to determine if you are at risk of falling and how to improve your balance.

Join Dr. Michael Kwast, Founder of iChiro, author of No Rocking Chairs, and raise your awareness and understanding of the importance of preventing falls. Join us in-person at our Grand Rapids office or via Zoom.


Save your seat here.


Your Family's Personal Attorney,

Article of the week: Employee Retention Tax Credit

Small businesses run by middle class entrepreneurs are America’s lifeline - the backbone of our economy. Small businesses are being assaulted as never before. COVID restrictions wiped out thousands upon thousands of mom-and-pop shops, restaurants, factories, and other enterprises. Now... >READ MORE

In the community


2023 More than a Meal Luncheon


The More than a Meal Luncheon is just around the corner!


We would love you to join us on Thursday, May 11th, 2023 at New Vintage Place!


Enjoy a delicious lunch prepared by their very own kitchen staff while you learn about the impact Meals on Wheels Western Michigan continues to make in the lives of older adults and why Meals on Wheels Western Michigan provides so much “more than a meal.” You can look forward to some lively trivia, as well as hearing from a volunteer driver and seniors receiving meals. This table-hosted luncheon (Make sure you put David Carrier as your table host) is free to attend, but we hope you feel moved to make a donation. Click the button below to register today!

REGISTER HERE

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Resources: Estate Planning for solo seniors

Whether you ended up as a solo senior due to divorce, death, or simply never been married, estate planning should be an essential part of your end-of-life planning.

Here are some ideas to ensure you and your family are prepared for the future. >READ MORE

Free LifePlan™ Workshop

Give one hour at the in-person workshop, get a lifetime of guidance.

Attend a FREE estate planning workshop!

Upcoming workshops:


  • Portage: Thursday, May 4, 2PM
  • Norton Shores: Friday, May 5, 10AM
  • Grand Rapids: Saturday, May 6, 1PM
  • Holland: Tuesday, May 9, 1PM
REGISTER HERE

On-Demand - Learn about estate planning when you are ready, at your convenience. There is no specific time - tune in when it works for you. Simply register, and we will email you a link. >REGISTER HERE

Watch our latest Visiting Expert Webinar

Watch Shannon Doyle-Heads of Doyle & Ogden Insurance present this installment of our Visiting Experts series. In this No Fault Insurance webinar, we discuss what has changed, the current marketplace landscape, attendant care changes and consequences and pending court cases.

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