Give DeKalb County Offers 24-Hour Opportunity to Support NonprofitsApril 4, 2018
YEP Alumni Update With Michael HermesApril 11, 2018
Join us on Tuesday, April 24, along with featured presenter Michael Geis, for an educational day on finding the calm in estate planning. Three sessions are offered. The lunch session is reserved for professional advisers. The two evening sessions are for the general public. In the evening sessions, attendees will learn the importance of basic estate planning, not to be missed elements of an estate plan, lasting ways to benefit the community, and a deeper approach to planned living and family relationships.
There is no charge to attend and there will be no solicitation during this event. Attendees may sign up for more than one session.
Tuesday, April 24
DeKalb County Farm Bureau
1350 W. Prairie Dr., Sycamore
(Part of Money Smart Week. Learn more or see a full list of Money Smart Week events.)
Featuring Michael P. Geis, CFRE, FCEP, FAHP, Founder and President of The Geis Group and Senior Vice President of Thompson & Associates. Michael is a talented and seasoned industry leader with over 40 years of experience in charitable estate planning. He is a recipient of the J. Robert Sandberg Award in recognition of his noble and distinctive services to the planned giving profession. Michael is a member of the charitable sector of the Omaha Estate Planning Council and Charitable Gift Planners of Nebraska. Recognized as a Fellow in Charitable Estate Planning, a distinction held by less than 200 professionals nationwide, Michael is committed to helping people understand the importance of values based estate planning.
- 11:45 a.m. – 1:00 p.m.
Values Based Estate Planning (Professional Advisor session)
In this session, professional advisers will learn about values based estate planning and matching their clients lifetime charitable habits with their estate planning.
- 5:00 – 6:30 p.m.
The Business of Minimizing Messes (Introductory session – General public)
A light overview of estate planning considerations including will planning, power of attorney, personal property, family decisions, and leaving a great legacy.
- 6:30 – 7:00 p.m. Light refreshments
- 7:00 – 8:30 p.m.
Planned Living (Intermediate session – General public)
Three life cycles and unique issues that young parents, empty nesters, and grandparents should consider in a more in-depth estate planning session.
Attendees may also register by phone at 815-748-5383, or by email at firstname.lastname@example.org
Brought to you by:
DeKalb County Estate Planning Council, DeKalb County Community Foundation, DeKalb County Farm Bureau Foundation, Northwestern Medicine – KishHealth Foundation, Kishwaukee College Foundation, Northern Illinois University Foundation