Peoria, IL (November 8, 2012) The Proctor Health Care Foundation will host a financial wellness seminar on Thursday, November 29, from 4:30-6:00 p.m. in Classroom I 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 “Now What?! Post-Election Tax and Estate Issues and the 12-31-2012 Fiscal Cliff: Where We’ve Been and Where We Might Be Going with Income and Estate Taxation.” Key topics of discussion include an income tax, estate tax and gift tax primer, year-end planning opportunities under existing law, how taxable gifts work and how you can make them, primer on taxation of retirement benefits, and what lies ahead.
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 foundation@proctor.org. Refreshments will be provided.
Learn about the speakers at www.proctorgiving.com.