Estate Planning

Get Expert Answers to the Most Common Questions About Estate Planning

EVENT LOCATION

Due to the COVID-19 crisis, these events will be held virtually. After you register, we will email log-in instructions to all attendees.

DATE AND TIME

– Tuesday, November 10 at 6:00 pm (VIRTUAL)
– Thursday, November 12 at 6:00 pm (VIRTUAL)
– Saturday, November 14 at 11:00 am (VIRTUAL)

You are invited to our complimentary workshop on Estate Planning Essentials: Get Expert Answers to the Most Common Questions About Estate Planning. Estate Planning is not just for the wealthy. Estate Planning is for everyone. Give your heirs peace of mind and prevent potential conflicts. Take the guess work out of some of the most important decisions affecting your Estate.

IN THIS ONE-HOUR WORKSHOP, YOU WILL LEARN:

  • How to Avoid Unnecessary Legal Costs and Avoid Tax Losses

  • Understanding Wills and The Do’s and Dont’s to Protect Your Estate and Heirs

  • How You Can Relieve Loved Ones from Making Tough Emotional Decisions

  • Probate Court: Learn the Purpose, Process and REASONS TO AVOID IT!

  • The Trust Puzzle: Revocable? Irrevocable? What Does This Mean to You?

  • Understanding New Estate Tax Rules and How They Can Help (or Hurt) You

  • Learn Why a Durable Power of Attorney Can Significantly Impact Your Estate

OUR EVENTS ARE ALWAYS WELL-ATTENDED AND SEATING IS LIMITED, SO PLEASE RESERVE YOUR SPACE TODAY BY CALLING THE 24 HOUR RESERVATION NUMBER AT 312-767-9064 OR COMPLETE THE REQUEST FORM BELOW.

I AM INTERESTED IN ATTENDING THIS COMPLIMENTARY EDUCATIONAL WORKSHOP.

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Date

Schedule A Complimentary Consultation

Virtual Meetings Available

STRIDE Financial is a full-service financial firm dedicated to helping those in the Chicago, Illinois area meet their long-term financial goals. Our team of financial advisors and wealth managers are experienced in helping clients preserve their savings, so they can use it as a source of steady income in retirement.

Copyright © 2022 STRIDE Financial. All Rights Reserved.

STRIDE Financial is a full service financial services brokerage specializing in comprehensive, holistic financial planning, and offers a complete line of financial services and products for families and businesses - including retirement planning, college planning, estate planning, business planning, life insurance; annuities; health insurance; property and casualty insurance; long term care insurance; disability insurance; and investment advisory services. This presentation is for informational purposes only and is not intended to be a solicitation, offering, or recommendation of any security. Although this presentation may include investment-related information or opinions from its presenters, you should not consider anything you find in this presentation to be a recommendation that you buy, sell, hold or otherwise invest in an individual security, or any other investment or asset. This presentation does not intend to provide investment, tax, or legal advice. Investment Advisory services are offered by STRIDE Investments, LLC. Additionally, STRIDE Investments does not represent that any securities, products or services discussed in this presentation are suitable or appropriate for all investors. 

A franchise of The Retirement Income Store.

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Copyright © 2022 STRIDE Financial. All Rights Reserved.

Investment Advisory Services offered through Sound Income Strategies, LLC, an SEC Registered Investment Advisory Firm. STRIDE Financial and Sound Income Strategies, LLC are not associated entities. STRIDE Financial is a franchisee of The Retirement Income Store®, LLC. The Retirement Income Store®, LLC and Sound Income Strategies, LLC are associated entities.

A franchise of The Retirement Income Store.