04 May Estate and Financial Planning for Parents
Jennifer Guimond-Quigley and Steve Dudash of IHT Wealth Management will host an informative panel discussion on May 17 about the nuts and bolts of estate and financial planning for parents. Attendees will walk away with some general knowledge about the issues common to many parents, including:
- Estate planning documents every parent should have
- Retirement and college savings
- Minimizing taxes in estate and financial planning
- The importance of life insurance
- Planning for disability
- Choosing guardians
- Market updates
May 17, 2018, 11:30 a.m. – 1 p.m.
123 North Wacker Drive, 13th Floor, Chicago, 60606
Lunch will be provided
Attendees who mention the seminar will be able to receive a free financial review with IHT Wealth Management and 20% off estate planning services with Jennifer Guimond-Quigley.
Securities offered through LPL Financial member FINRA/SIPC investment advice through IHT Wealth Management, a registered investment advisor and separate, unaffiliated entity from LPL Financial