Join Mildred (Millie) V. Palmer as she presents at this no-charge event hosted by the AUXIN Group!
Life is always changing. Let’s understand how we need to adapt our financial plan as this happens.
Wednesday, June 13
9:00 AM – Noon
25N CoWorking
3400 West Stonegate Boulevard,
Suite 101 in Arlington Heights
To save your space at the event: Email Vanessa at vgrazian@navigantlaw.com
Description: The best offense is frequently a good defense. No matter how astute a business person you are, or how skilled you are as an investor, or how lucky you are with your lottery tickets, it does little good if you leave your assets available for others to sink their teeth into. Join Mildred (Millie) V. Palmer, Partner of Waltz, Palmer & Dawson, LLC as she walks us through the decades of life and how we must protect ourselves differently at each stage.
Who Should Participate?
- Everyone who needs the skills to identify and execute core documents to help protect their assets and effectuate their wishes in disability or death
- Everyone with a current and/or desired role in: Business Analysis, Project Management, Executive/Non-Executive Management, Team Leadership, and Consulting
- Everyone wanting to protect their financial investments
After Attending this Presentation, Participants Should Be Able To:
- Identify the core documents needed to protect their assets, their families and themselves in disability and death
- Understand why you need each of these core documents
- Identify the stages of life and the different purposes of these core documents at the different stages
Key Takeaways
- What are your “what if” questions?
- Do you have your important documents to protect yourself?
- How do you get started with estate planning?
For anyone interested, please plan to also join the team for Auxin Group’s traditional “Breakout session”, an informal after-workshop networking opportunity.
Attorney Advertising Material. This presentation is for informational purposes only and does not constitute legal advice, nor does it establish a client-attorney relationship.