Finding “The Calm” in Estate Planning
About this event :
Community Invited to Finding “the calm” in Estate Planning Program
Join the DeKalb County Community Foundation on Tuesday, April 24, along with featured presenter Michael Geis, for an educational evening on finding the calm in estate planning. With two sessions available, attendees will learn the importance of basic estate planning, not to be missed elements of an estate plan, lasting ways to benefit the community, and a deeper approach to planned living and family relationships.
There is no charge to attend and there will be no solicitation during this program. Attendees may sign up for one or both sessions. RSVP by Friday, April 20. Register online at http://bit.ly/thecalm, by phone at 815-748-5383, or by email at firstname.lastname@example.org.
Tuesday, April 24 (Part of Money Smart Week)
DeKalb County Farm Bureau
1350 W. Prairie Dr., Sycamore
Featuring Michael P. Geis, CFRE, FCEP, FAHP, Founder and President of The Geis Group and Senior Vice President of Thompson & Associates.
Michael is a talented and seasoned industry leader with over 40 years of experience in charitable estate planning. He is a recipient of the J. Robert Sandberg Award in recognition of his noble and distinctive services to the planned giving profession. Michael is a member of the charitable sector of the Omaha Estate Planning Council and Charitable Gift Planners of Nebraska. Recognized as a Fellow in Charitable Estate Planning, a distinction held by less than 200 professionals nationwide, Michael is committed to helping people understand the importance of values based estate planning.
5:00 – 6:30 p.m.
The Business of Minimizing Messes (Introductory session)
A light overview of estate planning considerations including will planning, power of attorney, personal property, family decisions, and leaving a great legacy.
6:30 – 7:00 p.m. Light refreshments
7:00 – 8:30 p.m.
Planned Living (Intermediate session)
Three life cycles and unique issues that young parents, empty nesters, and grandparents should consider in a more in-depth estate planning session.
Brought to you by: DeKalb County Estate Planning Council, DeKalb County Community Foundation, DeKalb County Farm Bureau Foundation, Northwestern Medicine, KishHealth Foundation, Kishwaukee College Foundation, Northern Illinois University Foundation
Your host : ewlnx