Estate planning news release

 

 

 

 

 

 

 

 

Estate Planning & Law & Rule Changes Seminar

The Women for Family Farms has joined forces with the Country Insurance Agency force to provide an estate planning conversation SEMINAR ON February 28, 2023 to understand and look at considerations that could be implemented into estate plans. The purpose of this workshop is to have people better understand what these challenges can be and help people prepare for the future helping them to relax into a comfortable retirement. This program will be held at the Will County Farm Bureau located at 100 Manhattan Road in Joliet.

The guest speakers will be David Gallico who is a senior financial specialist for Country Financial with over 35 years of experience. Joining David will be Tom Jean who is also a senior financial specialist for Country Financial with over 18 years of experience and together they will cover some of the hurdles and challenges that people work through during financial planning and estate work.

Joining David and Tom will be guest presenter Ragan Pattison from Meents Law P.C. here in Joliet and will cover some of the law and rule changes that can create challenges in your planning and provide considerations to help reduce future heartburn.

There is no fee for this program, but reservations are required to attend and can be done by calling 815-727-4811. A light meal will be provided to those attending (as members of Farm Bureau and clients of Country Financial) at 6:00 p.m. and the seminar will begin at 6:30 p.m.

The Women for Family Farms Committee would like to thank the Country Financial Agency Force here in Will County for assisting with this program.

 

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