Monday, November 11, 2013

Free Estate and Financial Planning Seminar.


Ensuring Your Future.

Building Your Legacy.

Free Estate and Financial Planning Seminar.

Learn from our hosts who are experts in estate and financial planning as they advise families on wills, trusts, power of attorneys, and insurance, and lead a discussion on planning for your financial future and taking charge of your assets.
 
The FREE workshop will explain features of current Illinois estate laws, insurance strategies and share tools to help reduce conflicts among family members and heirs.
 
Free refreshments; space is limited and pre-registration is required. To register, or obtain more information, call Eloise Osuley at 773.420.5391.
 
Topics:    
§  Preparing a Power of Attorney
§  Wills
§  Trusts
§  Insurance Strategies
 
When:       Tuesday, November 19, 2013
 
Where:      Urban Partnership Bank
Greater Grand Crossing Financial Center
7801 South State Street
Chicago, Illinois
1 pm – 3 pm
 
Hosts:       Maureen Bismark, Urban Partnership Bank Deputy General Counsel;
Armand McCarroll, Registered Representative of TransAmerica Financial Advisors, Inc.; and the Greater Grand Crossing Financial Center team.
 


 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 


 

1 comment:

Michael Smith said...

We're now in the process of going through our to-do list. We left with a feeling of clarity and exhilaration - better than therapy! www.settlemoon.com