Preparing for the future seems simple, but figuring out exactly how to do that can be confusing. Join us for a casual evening to explore ways to invest in future college years in addition to making sure that your home and worth will be passed onto future generations successfully.
If 529s and Revocable Trusts seem like a different language, this night will help you become fluent in adulting!
During this cozy fireside chat, we will provide light snacks and a specialty cocktail or drink of your choice! This event is open to both members and their spouses, but please reflect that in your RSVP - space is limited.
Chris Larson of Northwestern Mutual will lead us on the financial savings discussion. His colleague, Mike Brady, will guide everyone through the steps of estate planning. After a brief presentation, both will entertain questions from the group, so come prepared!
RSVP by Monday, January 13th.
Contact Info: Joanna Hansen, (312) 618-8386
RSVP: https://www.memberplanet.com/events/dgantest/howtocollegesavingsandestateplanning