AI & Estate Planning: Discover Powerful AI Tools That Save You Time & Money

Schedule

Thu Mar 06 2025 at 12:30 pm to 02:30 pm

UTC-06:00

Location

Online | Online, 0

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Free estate planning virtual workshop! Leverage AI and learn about strategies to protect your assets, avoid probate, and secure your legacy.
About this Event

AI & Estate Planning: Protect Your Savings, Your Family, and Your Future!

Secure your future with proven estate planning strategies in this free, educational workshop hosted by David Carrier, a trusted estate planning attorney serving West Michigan for over 30 years.



Here’s What You’ll Discover:

Can you protect what you value?
Let AI tools evaluate your situation and develop a killer strategy.
Why bother with planning?
Leverage the all-knowing mind of an AI super-tool to prepare for the worst.
What mainstream lawyers and advisors won’t tell you (because they don’t know)
Uncover valuable secrets with powerful AI tools that could save your retirement and your future.
Protect What You Value Most
Learn how to safeguard your assets and your legacy.
Defeat the 5 Threats to Your Life Savings
Avoid pitfalls like probate, long-term care costs, and tax burdens.
Pre-Planning vs. Crisis Recovery
Why an ounce of prevention is worth a pound of cure.
Medicaid Without Spend-Down
Save up to 90% of your assets as a married couple or 40% as a single person.

This workshop is designed to help you tackle the real challenges of estate planning. From avoiding probate to preserving your family’s future, you’ll get expert advice that mainstream lawyers and advisors often overlook.



Why Attend?

🔹 Protect your family by protecting your savings.
🔹 Avoid legal battles, unexpected costs, and loss of control over your estate.
🔹 Gain peace of mind knowing your hard work will benefit your loved ones.

Bring your family and join us for this engaging session. This workshop is the perfect way to start the conversation about the future—because it’s not just about your estate, it’s about your life.



Event Details:

📅 Date: Thursday, March 6th
Time: 12:30 PM - 2:30 PM CST
📍 Location: Virtual event hosted via Zoom

Seats are limited—reserve your spot today and take the first step toward protecting your legacy!


Agenda

🕑: 12:30 PM - 02:30 PM
AI & Estate Planning: Discover Powerful AI Tools That Save You Time & Money
Host: David L. Carrier, P.C.
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David L. Carrier, P.C.

Host or Publisher David L. Carrier, P.C.

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