The Benefits of Estate Planning: How to Ensure Your Wishes Are Honored
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Are you ready to start planning for the future you want? Join us on Wednesday, June 7 at Ravenswood Supportive Living. We've gathered a panel of local experts to share a comprehensive presentation on The Benefits of Estate Planning. This event is open to both business owners and residents who are looking to gain knowledge on estate planning or have questions about how to get started.
During this informative session, you'll learn the best practices and essential steps you need to take to secure your future. Our presenters have tailored this workshop to the specific needs of local business owners and community members. Whether you're just starting out or looking to enhance your retirement plan, this is an excellent chance to learn from local experts. Once our presentation has concluded, we'll close out with time for Q&A and one-on-one connections.
Space is limited, so register now to reserve your spot. Registration is required.The registration deadline is 5 PM on Monday, June 5. With your registration, you'll receive admission to the event and light refreshments. Don't miss out on this unique opportunity to improve your estate planning strategy!
James Erwin of Erwin Law will provide an overview of Estate Planning strategies for small businesses, including buy-sell agreements, succession plans, organizational structuring and more. He will cover key documents, processes, and plans to consider to ensure a peaceful and successful transition to retirement.
Wintrust Bank - Ravenswood
Asa Luke of Wintrust Bank - Ravenswood joins us to provide info on retirement planning tools and resources available to residents and business owners. He will review a variety of services offered by Wintrust, including portfolio and asset management, trust and estate planning, and assistance from experienced financial advisors.
New York Life
Mary Beth Velzy of New York Life will discuss how to plan for the lifestyle you want in retirement and how to achieve those goals. She will cover plans for unexpected health expenses and key financial steps to take in planning for your retirement.
Steven Block of BlockWall Strategies is a Financial Services Professional Registered Representative offering securities through NYLIFE Securities LLC. He works with individuals, families, and business owners on accumulation and distribution strategies to maximize outcomes in a tax efficient manner.