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JOIN US FOR A COMPLIMENTARY PRESENTATION

join us for a complimentary dinner event

The New Rules of Retirement & Estate Planning

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Tue Jul 21

Hearthstone Bistro - Waitlist Only

6:30pm Eastern - 3350 Glade St Muskegon, MI 49444

This Event Is Full This Event Has Already Taken Place

Wed Jul 22

Hearthstone Bistro

6:30pm Eastern - 3350 Glade St Muskegon, MI 49444

This Event Is Full This Event Has Already Taken Place

What You'll Learn

Defend your retirement savings from global uncertainty — the markets are rattled, but your retirement doesn’t have to be.
Legally minimize taxes in retirement — and keep more of what you’ve worked decades to earn.
Protect your savings from major market losses — because at this stage, you don’t have time to recover from a big hit.
Outpace inflation and rising expenses — so your money maintains its purchasing power throughout retirement.
reate dependable, predictable retirement income — no matter what the market is doing.
Leave a lasting legacy for the people you love — with smart estate planning strategies that protect what you’ve built.
Secrets of the Wealthy — How to protect your family from lawsuits, creditors, divorce, and remarriage.
Accidental Disinheritance — Why your children may be at risk and how to avoid it.
Essential Estate Planning Documents — Learn which legal documents are most important and why.

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Featured Speakers

Tom Jacobs

Tom Jacobs is the president and CEO of Jacobs Financial Services LLC. He has over 25 years of experience in the insurance and financial industry. He believes the best approach when working with clients is to be straightforward, direct and crystal clear about retirement income strategies. Tom holds an associate degree in communication and received his bachelor’s from Ferris State University. He is the proud father of two daughters. He enjoys fishing, boating, and golfing.

David Carrier

David Carrier has never been one to do things halfway. From working multiple jobs to pay his way through the University of Notre Dame to serving as an Airborne and intelligence officer in the U.S. Army, David has always believed in doing the job right. After earning law degrees from Boston University and Georgetown, David joined a large law firm—only to realize his entrepreneurial spirit and client-first mindset didn’t fit the corporate mold. He went out on his own, determined to help families protect what they’ve worked a lifetime to build. Today, David leads a West Michigan law practice dedicated to educating families on how to preserve their wealth, avoid unnecessary losses, and plan for the future. Through free weekly workshops, David and his team provide clear, practical guidance to help families keep their assets and gain peace of mind.

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