Learn the estate planning process from beginning to end. Topics include the need to plan, the most common planning techniques, and the documents used in the planning process.
In addition, The class will explain the difference between a will and a trust, and will give attendees an understanding of:
Presented by Dr. James Flanagan of Bentron Financial. In 2001, building on his then 15 years in the financial services field and his knowledge of risk management, financial planning, and business succession planning, Jim formed Bentron Financial Group, LLC. He holds a Master’s Degree in Business Administration with a concentration in Finance, a Master of Arts Degree in Gerontology, a Doctorate in Philosophy (PhD) with a concentration in leadership and Gerontology from Concordia University Chicago.
Contact the Ask Us Desk at askus@dglibrary.org or call (630) 960-1200 with questions.
AGE GROUP: | Adults |
EVENT TYPE: | Registration Required | Lectures | In-Person Program |
