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WEDNESDAY, NOVEMBER 20TH@StoryPoint Senior Living
16230 19 Mile Road
Clinton Township, MI 48038
IMPACT proudly invites you to an educational workshop on the importance of Estate Planning for business owners and their families.
We welcome David Jozefiak, CFP of Next Degree Financial, LLC. David has been in the industry for over 20 years. He is a specialist, who is a certified financial planner and an accredited estate planner. He established Next Degree Financial, LLC in 2011 after attending Oakland University for his understudies, followed by receiving his BSBA from Central Michigan University in 2003.
You’ll learn about the differences between a will and a trust, and the importance of having your Power of Attorney for medical and financial decisions in place.
We’ll also cover advanced financial planning strategies to consider when working towards saving you and your family money on taxes now and, in the years, to come.
This is a concise, in-depth and informative look at the importance of planning for tomorrow…TODAY!
•••THIS IS A FREE WORKSHOP•••
StoryPoint Senior Living has plenty of parking to accommodate. (They are located across from Henry Ford Hospital between Hayes and Garfield.)
Here is the timeline:
8:00-8:15 a.m.
Networking and Coffee
8:15-8:20 a.m.
Message From IMPACT
8:20-9:20 a.m.
Professional Workshop
9:20-10:00 a.m.
Open Discussion
Register here! https://fs4.formsite.com/Too7fT/tzzxcvtuid/index
Please share with your friends!
Please feel free to email/inbox IMPACT at [email protected] with ideas for topics or if you are willing to be the presenter.
Send emails to [email protected].
We are looking for great owners with great businesses to support.
Let’s build each other up and make an IMPACT!
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Event Venue & Nearby Stays
StoryPoint Clinton Township, 16230 19 Mile Rd, Clinton Twp, MI 48038, United States,Clinton Township, Michigan
Tickets
