Whether you’re new to estate planning, updating your documents, or simply curious, this session will give you the clarity and confidence to take the next step.

During this educational webinar, we’ll cover:

• The objective of a good estate plan
• Trusts vs. Wills – who needs which
• Powers of Attorney for property and health care
• Common mistakes to avoid (like beneficiary designations, naming minors, or not funding a trust)

Moderated by Special Guest Speaker:
Nick LoPresti, Chicago-based Certified John Maxwell Performance Coach

Bring your questions! We’ll leave time at the end for Q&A.

Securities and advisory services offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC.
Nick LoPresti is not affiliated with Guiding Life Financial Group or LPL Financial.