A retirement distribution and estate strategy should be a part of everyone's retirement goals. This informational session will focus on the basics of estate and retirement approaches including:
| · | Basic estate strategies |
| · | Wills, trusts, and financial and health care powers of attorney |
| · | The importance of naming beneficiaries |
| · | When you should consider a retirement approach that uses a trust |
| · | The value of life insurance in estate and retirement strategies |
Wednesday Jan 12, 2022
11:30 AM - 1:00 PM CST
Wednesday, January 12, 11:30-1:00 PM
Triphahn Community Center
1685 W Higgins Rd, Hoffman Estates, IL 60169
The event is free, but contact Kenneth Busch to register. 847-995-0696
Kenneth Busch
847-995-0696
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