Events

Ask a Lawyer - Estate Planning Clinics

Estate Planning
 

 

Have questions about your current estate planning or how estate planning may be beneficial to you?  We are partnering with Ryan Conboy, an attorney with Kreis, Enderle, Hudgins, and Borsos, for an estate planning legal clinic. Ryan will be holding six 30-minute appointments between 9:00 am and 12:00 pm to discuss your estate planning questions and needs. There is no charge or further obligation to you.

Estate planning and legal services provided by Kreis, Enderle, Hudgins, and Borsos. Kreis, Enderle, Hudgins, and Borsos, Allegiant Wealth Strategies, and Commonwealth Financial Network® are separate and unrelated entities.

Saturday, March 23, 2019 - Portage

The Portage clinics will take place at our office at 1624 West Centre Avenue. To request an appointment time, please contact Sarah at Allegiant Wealth Strategies at (269) 218-2100 or [email protected]

Saturday, April 27, 2019 - Battle Creek

The Battle Creek clinics will take place at our Allegiant Wealth Strategies office at 927 West Columbia Avenue. To request an appointment time, please contact Sarah at Allegiant Wealth Strategies at (269) 218-2100 or [email protected]


 

ARE YOU PUZZLED BY MEDICARE?

JOIN US AT ONE OF OUR MEDICARE EVENTS - MARCH 5 and 6

Medicare Event
 

 

 

Although health care is one of the biggest expenses for retirees, the cost may be greatly underestimated. Some may even believe that Medicare will cover most of their health care needs—when the financial reality is far different. Make health care a critical part of your retirement income plan.

You will be able to gain a better understanding of:

  • Your Medicare options
  • What it covers and what it costs
  • Have you saved enough?
  • Our team can help you solve this puzzle

BRING A FRIEND AND JOIN US AT ONE OF OUR MEDICARE EVENTS

Tuesday, March 5, in Battle Creek

  • Squirrel Hallow Golf Club, 12111 Helmer Road S., Battle Creek

Wednesday, March 6, in Kalamazoo

  • Four Points by Sheraton, 3600 Cork Street Ct., Kalamazoo

Appetizers - 5:30 p.m. | Presentation and Q&A - 6:00 p.m.

 

RSVP

Register Now

For questions or more information, please contact the team at (269) 218-2100.

E-mail Sarah at [email protected].