The Law Offices of Barton Morris

Build and Preserve Your Wealth

Join Us for an Exclusive Estate and Financial Event!

Welcome to an exclusive opportunity to secure your financial future at our Estate Planning Event this July! Join us for an insightful evening with esteemed estate planning attorney Ethan Baker and Corey Voorman, the president of Voorman Investment Counsel.

Whether you’re just starting to consider your estate planning options or looking to refine your current plan, this event is designed to provide you with the knowledge and tools to protect your assets and ensure peace of mind.

With their extensive expertise, Ethan and Corey will guide you through essential strategies and actionable steps, making the complex world of estate planning accessible and understandable. Reserve your spot today and take the first step towards a secure and prosperous future for you and your loved ones.

Be prepared for any emergency as we teach you how to protect you and your family.

Date & Time

July 12th, 2024

6 PM-8 PM

Location

Law Offices of Barton Morris

801 W. Big Beaver, Suite 600
Troy, MI 48084

Event Highlights

Session 1

Uncover Estate Planning Dangers with renowned Estate Planning Attorney Ethan Baker!

Session 2

Managing and Optimizing Your Accounts with Corey Voorman, Founder and President of Voorman Investment Counsel

Dinner

Free Catered Dinner Provided!

Session 3

Crafting the Perfect Estate Plan with Solid Investment and Estate Strategies & Q&A Panel

Seminar Presenters

Ethan Baker

Law Offices of Barton Morris

corey voorman

Corey Voorman

Voorman Investment Council

Exclusive Offer

Be among the first to protect your family’s legacy. RSVP now or call 248-541-2600 and receive a complimentary consultation. People who attend this event will be eligible for special pricing on estate planning services and will have the option to consult with Corey Voorman, President and Founder of Voorman Investment Council! 

Protect Your Families Future

Address

801 W. Big Beaver, Suite 600
Troy, MI 48084

Email

info@bartonmorris.com

Phone

248-541-2600

Who is this seminar designed for?

Do you have kids and wonder what will happen after you pass?
Our estate planning and investment seminar is tailor-made for you, offering vital guidance on securing your children’s future through a comprehensive estate plan, legal guardianship designation, and personalized financial provisions. We’ll also cover investment strategies to grow and protect your assets, ensuring your children are supported long after you’re gone.

Own a home and want to secure your family’s future?
Join our estate planning and investment seminar tailored for homeowners. Learn crucial strategies to protect your assets, minimize risks, and create a legacy that stands the test of time. Our experts will also discuss how to integrate real estate into your overall investment strategy to maximize your family’s financial security.

Recently retired or nearing retirement?
This seminar is designed to provide essential insights into both estate planning and investment management during your retirement years. Learn how to safeguard your assets, generate reliable income, and address common fears about outliving your savings or managing healthcare costs.

Worried about healthcare concerns?
Discover how to safeguard your healthcare wishes and provide clarity for your loved ones during critical moments by creating a living will that outlines your preferences for medical treatment and end-of-life decisions. We’ll also explore investment strategies that can help you cover future medical expenses and ensure your well-being.

Concerned about taxes?
If the majority of your retirement savings is in tax-deferred accounts and you worry about future tax liabilities, this seminar is for you. Our experts will share strategies to manage your tax burden and optimize your investments, helping you retain more of your hard-earned savings and ensuring a financially secure future.

Each of these concerns will be addressed by our seasoned professionals, Ethan Baker, a leading estate planning attorney, and Corey Voorman, president of Voorman Investment Counsel. Reserve your spot today and gain the confidence to face your financial future with a solid plan and peace of mind.

Who is this seminar designed for?

What To Expect

Taillored Estate Solutions

Discover the power of tailored estate solutions designed to fit your unique needs and circumstances. Our expert speakers will guide you through personalized strategies to protect your assets, preserve your legacy, and ensure your loved ones are taken care of.

How-To Prepare to Care for Your Children

Don’t miss this opportunity to gain peace of mind knowing that your children will be taken care of, no matter what life may bring

Discover the Perfect Will or Trust

Learn about the various different types of wills and trusts available and decide which approach is best fit for your family!

Smooth Probate-Free Planning

Learn how to structure your assets to avoid the probate process entirely, ensuring a seamless transition of your estate to your heirs.

Wealth Protection Strategies

Ethan and Corey understand that every individual’s situation is unique, which is why we’re dedicated to providing tailored advice and support to meet your specific needs, for any size estate or investment portfolio!

Investment Account Options

Discover the impact of  tax changes, investment accounts, and account optimizations that will safeguard your future.

Asset Protection Strategies

Gain valuable insights into effective asset protection strategies designed to safeguard your wealth and ensure its preservation for future generations.

How-To Defend Your Estate

Discover proven techniques for protecting your estate against creditors, lawsuits, and other risks, ensuring that your hard-earned wealth remains intact for future generations.

Why Attend?

Why Attend

Accurate and Up-to-Date Information

Designed for individuals and couples who have children and assets, our seminar provides accurate and up-to-date estate planning tips as well as investment strategies!

Learn Valuable tips

We created this seminar to bridge the gap between proper estate and investment planning, and why they’re crucial for each other!

Free Resources

Attend our seminar at no cost and receive valuable worksheets to assist you in your retirement planning journey.

Get a FREE Catered Dinner! 

Become Eligible For Special Promotions and Discounts on Our Services, and gain crucial information to safeguard your wealth!

Ethan Baker, Estate Planning Attorney and Mayor of Troy

“Join me for a great evening filled with estate and financial education where we will equip you with all the tools to protect yourself and your family from estate dangers.”

Ethan Baker, Estate Planning Attorney and Mayor of Troy

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