Month 7: Legal and Financial Estate Planning
August 5, 2024
Topics:
Estate Planning: Wills, Trusts, and Protecting Assets.
Panelists:
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Alan E. Sohn
Owner/Business and Estate Planning Lawyer
Law Offices of Alan E. Sohn Chartered
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Allison A. Alexander
Financial Advisor / Member Owner
Savant Wealth
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Ben A. Neiburger JD, CPA
Founder/Estate Planning Attorney
Generation Law
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Edward Fitzpatrick
Financial Advisor
The Fitzpatrick Group of Wells Fargo Advisors
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Kendall Alexander
Attorney and Counselor at Law
Estate Planning for Every Need -
Kevin Williams, Esq.
Equity Member
Nisen & Elliott, LLC, Chicago, IL
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Laurie P. Barry, CFP
Senior Vice President-Wealth Management
UBS Financial Services Inc
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Tim O'Brien
Managing Partner/Estate Planning Attorney
O'Brien Estate Law, LLC​​​
