Date

May 22, 2019 10:30 AM
til 11:30 AM


Location

Bridgeview Park District

8100 S Beloit Ave
Bridgeview, IL, 60455


Asset Preservation and Protection:
The New Estate Planning

Wednesday, May 22, 2019 at 10:30 a.m.

Bridgeview Park District
8100 S. Beloit Ave. Bridgeview, IL


The biggest concern facing retirees today is the fear of outliving their assets. As people live longer, the need for an overall estate plan is critical for all seniors, regardless of net worth. This presentation will include a review of the basic estate planning documents, including wills, trusts and powers of attorney for property and healthcare. The importance of each type of document will be discussed and why you should consider including it in your overall estate plan. Learn why the powers of attorney for property and healthcare, asset protection strategies and life care planning are becoming a more important part of your planning process.

This seminar will help you:
  1. Better understand a topic that many don’t know a lot about
  2. Teach you how to start creating a plan
  3. Determine if you need to review a plan that was done in prior years

Don’t miss this free informative seminar that will help you identify your estate planning needs, help you avoid costly mistakes and give you peace of mind.
 

Seating is limited. Registration is required. Refreshments will be served.

This is a free event. Attend as a family.

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


To register, contact:
Sadije Balovski
1-773-918-4503

sbalovski@emarquettebank.com

 

Can't make the event? Click here to RSVP for our
September 12 Estate Planning Seminar in Oak Forest. 


This is a Estate Planning Seminar Event

Registration Information:

773-918-4503
sbalovski@emarquettebank.com

Cost:
FREE