Client Trust Review Educational Workshop – By Invitation Only

Type: seminar Date: February 28 Time: 06:30 PM - 08:00 PM Venue: Wisdom Financial Office, 1043 South Oakwood Avenue, Geneseo IL 61254, Henry County/Geneseo, IL,
Google Map
  • + Calendar
    • Google Calendar
    • Outlook Calendar
    • Download ICS File
    • BEGIN:VCALENDAR VERSION:2.0 PRODID:-//AMS//NONSGML v1.0//EN CALSCALE:GREGORIAN BEGIN:VEVENT VENUE:Wisdom Financial Office DESCRIPTION:BY SPECIAL INVITATION ONLY We will be hosting an educational workshop just for our valued clients of our law firm with attorney Curt Ford and John Bean, attorney of counsel.  Whether you created your estate plan with us 3 years ago or 15 years ago, this Client Trust Review Educational Workshop is a perfect time […] ADDRESS:1043 South Oakwood Avenue, Geneseo IL 61254 DTSTART:20190228T183000 DTEND:20190228T200000 URL;VALUE=URI:https://www.nashbeanford.com/workshop/client-trust-review-educational-workshop-by-invitation-only-3/ SUMMARY:Client Trust Review Educational Workshop – By Invitation Only LOCATION:Wisdom Financial Office, 1043 South Oakwood Avenue, Geneseo IL 61254, Henry County/Geneseo, IL, PHONE: DTSTAMP:20210927T194249 UID:61521eb93daea END:VEVENT END:VCALENDAR
      Client Trust Review Educational Workshop – By Invitation Only.ics
BY SPECIAL INVITATION ONLY We will be hosting an educational workshop just for our valued clients of our law firm with attorney Curt Ford and John Bean, attorney of counsel.  Whether you created your estate plan with us 3 years ago or 15 years ago, this Client Trust Review Educational Workshop is a perfect time to make sure your family is protected and your plan continues to work now and well into the future. 8 Deadly Mistakes:  How Clients Destroy Their Estate Plans and What You Can Do About It We will discuss the top 8 mistakes we see and are committed to helping you avoid:
  1. Not keeping up with changes in the law
  2. Not updating your plan to reflect family changes
  3. No plan to avoid crushing nursing home costs
  4. Funding not maintained or updated
  5. Assets are purchased that by-pass your plan
  6. Plan assets are not suitable for your family goals
  7. Family is unaware of your plan or their duties
  8. Plan does not reflect your family values or life lessons
Event is due and cannot be registered at the moment