The Proctor Health Care Foundation continues its Financial Wellness Seminar Series on Thursday, May 31, from 4:30-6:00 p.m. in Classroom 1 of the Proctor Professional Building (adjacent to hospital) at 5409 N. Knoxville Avenue.
Attorneys David L. Wentworth II and David B. Wiest of Hasselberg, Williams, Grebe, Snodgrass & Birdsall, will present “Give Your Estate Plan and Retirement Plan a Checkup.” Key topics of discussion include the current estate tax landscape, retirement account basics, such as beneficiary designations, trusts, and Roth conversions, new Illinois laws regarding property and healthcare powers of attorney, and transfer on death instruments.
Following the presentation, participants are invited to tour Proctor Hospital.
Seats are free, but limited. Reservations can be made by calling Laura Schoon at 309-693-0414 or email your name, address, phone number, and the number in your party to firstname.lastname@example.org. Refreshments will be provided.
Learn about the speakers at www.proctorgiving.com.
Media contact: Laura Schoon, Executive Director, Proctor Health Care Foundation, 693-0414