Many Americans don’t have a plan for handling their assets if they die or become incapacitated. To make sure your wishes and goals are carried out to your satisfaction, join us at Saint Xavier University’s “Protect Your Future: Estate Planning 101” workshop on Sat., May 18.
The workshop is scheduled from 10 a.m. to noon in the Butler Reception Room, located in the Warde Academic Center at SXU’s Chicago campus, 3700 W. 103rd St. This event is free and open to the public, and is one in a series of programs to provide information on the topic of estate planning. Seating is limited and refreshments will be served.
The workshop will include timely professional information by trusted legal and financial advisors, covering wills, trusts, and gifts to family and favorite charities. Participants will also learn about planning for a financially successful retirement.
Presenters include: Karyn R. Vanderwarren, C.P.A., J.D. ’93, an attorney-at-law; Scott VanBurk, a premier banker at BMO Harris Bank; and Todd M. Gilleylen, CFP, CRC, a financial advisor at BMO Harris Financial Advisors.
This program is presented by BMO Harris Bank and sponsored by Saint Xavier University. For more information or to register in advance, please contact University Advancement at (773) 298-3940 or firstname.lastname@example.org, or visit www.sxu.edu, keyword: estate planning.