HPA Speaker Series Presents:
Roadmap for the Estate/Trust Settlement Process: How to prepare yourself and your loved ones
Tuesday, November 5, 2019
5:30 p.m. Registration and light dinner
6:00 p.m. Presentation
Wojcik Conference Center
1200 West Algonquin Road
Palatine, IL 60067
Learn what you can be doing now to make the settlement process easier for your loved
The presentation will be designed to provide tips on preparing ones own estate plan and walking through these necessary steps to avoid pitfalls in the estate planning process.
Supporting Sponsor: Raymond James Trust Company
Host; Marsha Werner, CFP
Vice President Wealth Management
Speaker; Timothy J. Keefe
Senior Vice President/Senior Trust Consultant
This event is free, but registration is required.