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You're Invited! Join us on Wednesday, September 10 at 6:30 pm.

You will learn:

• Why everyone needs to have a detailed plan – not just the wealthy.

• What legal documents you need – based on your circumstances.

• Understand the relationship between healthcare – the assets/investments you own and the  specific legal/estate planning documents you’ll need.

• Learn about asset protection strategies – if you become ill or incapacitated.

• Legislative implications and laws impacting estate planning.

Don’t miss this seminar designed to help identify your estate planning needs and avoid costly mistakes.

Presented by:
John Power, Vice President, CPA, CFP
Marquette Bank Trust & Investment Management

Seating is limited. Registration is required. Refreshments will be served.
Register with Kathy Scofield by calling her at 708-342-8404 or emailing her at kscofield@emarquettebank.com.
 

About Marquette Bank Trust & Investment Management: We’ve helped clients, since 1946. Marquette Bank’s Trust & Investment Management team stands ready to help you manage, grow, protect and preserve the wealth you have spent a lifetime building. Let us help you!

 

*Some Trust, Investment or Retirement financial solutions, products or services are not insured by the FDIC or any Federal Government Agency. These are not deposits or other obligations of the institution, these may go down in value and are not guaranteed by the institution. These services may be subject to investment risks, including the possible loss of the principal invested. Always consult your tax, legal and/or professional advisor(s) for guidance on your particular financial situation.

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