Robert Holland, an attorney with Kelleher & Buckley, LLC, and Steve Davis, a financial advisor with Edward Jones, will be holding a free seminar to discuss why it is important to protect your assets and your family with both a sound estate plan and retirement plan. The seminar will address well-established planning tools to help families protect, grow and account for their assets.
Robert Holland will discuss estate planning methods which allow families to avoid the probate courts, minimize estate taxes, and protect a family’s inheritance from the reach of third parties. Steve Davis will present on common retirement and IRA planning mistakes and how to avoid them. Solutions to frequent problem areas discussed include beneficiary designations, inheritance options, Roth IRAs, investment mistakes, and RMD issues.
Reservations are required as space is limited. Reservations may be made by calling Taylor Tjardes at 847-852-1184 or by e-mail at ttjardes@kelleherbuckley.com.