Lunch & Learn: Preparing Your Estate Plan
10/25/2023 12:00 PM - 01:00 PM CT
Admission
- Free - At CCHE With Lunch
- Free - At CCHE With Lunch - Vegan & Gluten Free
- Free - At CCHE No Lunch
- Free - Zoom
Description
Lunch & Learn: Preparing Your Estate Plan
October 25 | Noon-1pm | FREE | At CCHE & Zoom
Presenters & Partners: Claire Smith, Edward Jones, Ruthanne Voss, Estate Planning Attorney, Mathison & Vos, PLLC, and Care Partners of Cook County
This seminar will help familiarize us with the basic steps of estate planning, including the function of a will and the different types of trusts. The goal is to help attendees feel more confident knowing how to begin or modify a process to gift their assets according to their wishes. Leading the seminar will be Claire Smith Financial Advisor with Edward Jones and Ruthanne Vos, local estate planning attorney with Mathison and Vos PLLC.
Thanks to Edward Jones for also providing a free lunch to the first 20 people who have pre-registered for the in-person class! If you have any food sensitivities or preferences beyond what is listed under registration please bring your own brown bag lunch.