We all have a legacy. What will your legacy be – a plan by default, or a plan by design?

You are invited to attend one of our complimentary estate planning workshops, open exclusively to our members and friends. Whether you are just beginning to think about your will or estate plan, or need to update your current documents, you will leave this workshop energized and equipped to collaborate with your own professional advisers. Join us in a comfortable, small group setting to learn about the myths and misconceptions, pitfalls, opportunities, current tools and the techniques of planning. Your questions will be answered by our expert presenter, equipping you to take action to leave a heritage reflecting your values.

These events are complimentary and nothing is sold. Refreshments will be provided. The workshops are our gift to you for supporting the Mackinac Center for Public Policy.

Seating is limited, so reserve your space today! You are welcome to include your spouse, friends, grown children, colleague or personal adviser in your registration.

Pre-registration is required for this event. Register here.

Luncheon will be served.

WHEN: Thursday, June 22, 2017
  11:30 a.m. - 1:00 p.m.
WHERE: Park Place Hotel 
  300 E State St  
  Traverse City, MI 49684
 

Please register by Friday, June 16 at 5 p.m. You may register online or by contacting Lorie Shane at 989-698-1909 or events@mackinac.org.

We are confident that you will be glad you attended! Some of the topics to be covered include:

  • Common estate planning mistakes and the most important estate planning documents
  • How to plan with your family, not at your family
  • Debunking the myths and misconceptions of estate planning
  • Lifetime planning to protect your assets and loved ones
  • How to leave a legacy the reflects your core values

Our presenter is attorney Gregory T. Demers with Warner Norcross & Judd, LLP. Mr. Demers heads up the estate planning department in their Midland, Michigan office. His expertise is in business and estate planning law.

We hope you can join us for a Planning for Life Workshop! Please contact events@mackinac.org with any questions.

If you are interested in learning more about our Mackinac Center Legacy Society, please contact legacysociety@mackinac.org.

Registration deadline is Friday, June 16 at 5 p.m.

Registration deadline is Mon., June 16 at 5 p.m.

Share

Want to be alerted about events we have coming up? Sign up here!