September 26, 2018 6:00 PM
Marquette Bank - Oak Forest
5700 W. 159th Street
Community Event Room - First Floor
Oak Forest, IL, 60452
Estate Planning & Asset Preservation: The New Estate Planning*
The biggest concern of retirees today is the fear of outliving their assets. The aging of the “baby boomers” and the changing family dynamic are impacting how we live our life in our “golden years.” This presentation will discuss the recent tax law changes for 2018 and its impact on the need for proper estate planning for individuals and couples of all levels of wealth. A discussion of asset protection strategies and how they can be utilized in your estate plan will make you aware of different options that may be of benefit to you. The presentation will also discuss Life Care Planning, what it is and how it impacts your estate plan, quality of life and the type of assets you own.
Wednesday, September 26, 2018 – 6:00 p.m.
Marquette Bank – Oak Forest
Community Event Room – First Floor
5700 W. 159th Street, Oak Forest, IL 60452
Register by September 20 - Call Carol Wagge at 708-342-8404 to register.
Refreshments will be served. Seating is limited. Bring a friend.
*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.
John Power, Vice President, CPA, CFP®
Marquette Bank Trust & Investment Management
This is a Seminar Event