Essentials of Estate Planning
Money Smart Week
2023-04-18 19:00:00
2023-04-18 20:30:00
America/Chicago
Essentials of Estate Planning
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.
Downers Grove Public Library - Meeting Room Both (Max Capacity 100)
Tuesday, April 18
7:00pm - 8:30pm
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2023-04-18 19:00:00
2023-04-18 20:30:00
America/Chicago
Essentials of Estate Planning
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.
Downers Grove Public Library - Meeting Room Both (Max Capacity 100)
Downers Grove Public Library
Meeting Room Both (Max Capacity 100)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:
- Probate
- Wills vs. Trusts
- Power of Attorney for Healthcare & Financial matters
- Guardianship Appointments
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 |
Downers Grove Public Library
Hours
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