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:
When: Tuesday, November 19, 2013
|
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
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:
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
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