Everyone Needs a Plan

FREE ESTATE PLANNING SEMINAR

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(Please indicate your Name, Address, Phone #, email address and how many people will be attending)  You can also indicate a special topic you may be interested in:  Click Here to Register VIA EMAIL!

On Sunday, November 17th  at 4PM The TWS Foundation will be hosting an informative Financial and Estate Planning Seminar in the lobby of the Theatre of Western Springs.

Brian T. Whitlock, an attorney and a Certified Public Accountant with over 45 years of experience in estate and financial planning will be covering a broad array of topics geared at assisting our Actives, parents of CTWS Students, and friends of the Theatre of Western Springs as they formulate their personal financial plans for the future.

Brian and Nancy Whitlock are Theatre Actives and the proud parents of three CTWS alumni: Mallory, Brad and Paige who all continue to live in the area. Who knows maybe some day the grandkids will be at CTWS.

In addition to being the Treasurer of the TWS Foundation, since its formation nearly twenty years ago, Brian currently teaches in the Pritzker School of Law at Northwestern University. He endeavors to make learning both informative and fun.

Among the topics that we hope to cover:

·         Helping your kids and grandkids meet the rising costs of college

·         Saving Income Taxes

·         Saving for Retirement

·         Should I have a Durable Power of Attorney for ealHealth Care? What good is it?

·         Long-term Care Insurance – Does it make sense?

·         Where should I live in retirement? Illinois or elsewhere? Risks vs Rewards

·         Who should I name as beneficiary on my retirement funds?

·         If I want to do something charitable, are there smart but painless ways to be charitable?

·         Should I just add my spouse and kids as beneficiaries or joint tenants on all my assets?

o   What are the risks?

o   Is a living trust a good idea?

Come for an afternoon of education and leave with some information that will help you either formulate or refine your plans – because Everyone Needs a 

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