BY SPECIAL INVITATION

We will be hosting an educational workshop just for our valued clients of our law firm with attorney Curt Ford and John Bean, attorney of counsel. Whether you created your estate plan with us 3 years ago or 15 years ago, this Client Trust Review Educational Workshop is a perfect time to make sure your family is protected and your plan continues to work now and well into the future.

8 Deadly Mistakes: How Clients Destroy Their Estate Plans and What You Can Do About It

We will discuss the top 8 mistakes we see and are committed to helping you avoid:

Not keeping up with changes in the law
Not updating your plan to reflect family changes
No plan to avoid crushing nursing home costs
Funding not maintained or updated
Assets are purchased that by-pass your plan
Plan assets are not suitable for your family goals
Family is unaware of your plan or their duties
Plan does not reflect your family values or life lessons
Please register for a free seat at this link: (from )

nashbeanford.com/workshops/181/client-trust-review-educational-workshop/

• This event has passed.
  September 18, 2018 from 6:30 to 8:00 pm

  September 18, 2018 06:30 to September 18, 2018 08:00
• Wisdom Financial Office
  1043 South Oakwood Avenue, Geneseo, IL

  Directions to event · Directions from event
• Contact Robert Nash for more information
  309-944-2188
  
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