Empower Hour: Planning for a Financially Fit Future

Join us for a complimentary seminar as we outline strategies for young professionals and families to secure a financially fit future. This collaborative conversation incorporates best practices of financial, insurance, estate and tax planning.

Content & Discussion Leaders:

Geoff Sadek | Argus Financial Consultants
Lauren Hinton | BDO
Brian Boer | Boer Insurance Group
Derek Boer | Boer Insurance Group
Stephanie Myott-Beebe | Rhoades McKee

Key Takeaways:

• Planning for your financial lifecycle
• Understanding the tax reform deductions, exemptions, and credits
• Triggers to update your insurance policy, and coverage options
• Understanding the difference between a trust and a will, and how to avoid probate