Community Corner
On April 20th in Brookfield: `Essentials of Estate Planning’
In a program hosted by Brookfield Public Library, Dr. Jim Flanagan of Bentron Financial Group covers the process from beginning to end
“Failing to plan is planning to fail.”
Sometimes attributed to Benjamin Franklin, sometimes to others, the root of the pithy saying isn’t nearly as important as whether you heed its wisdom.
With “Essentials of Estate Planning,” Dr. Jim Flanagan of Bentron Financial Group will lead a free presentation at 2 p.m. on Thursday, April 20th at Brookfield Public Library, 3541 Park Ave.
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To fill this vital gap in end-of-life preparation and register, visit https://tinyurl.com/EOEPBrookfield. The library’s general phone number is 708-485-6917; its email is reference@brookfieldlibrary.info.
The presentation is being held in conjunction with Money Smart Week, a public awareness campaign from April 15-21 that is designed to help consumers better manage their personal finances. The campaign was launched in 2002 by the Federal Reserve Bank of Chicago; more information about the week is at http://www.moneysmartweek.org/
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In the session, Flanagan will cover the estate planning process from beginning to end, including the need to plan, the most common planning techniques and the documents involved. The class will also explain the difference between a will and a trust while providing attendees an understanding of probate, wills, power of attorney for healthcare, power of attorney for financial matters, living trusts, and guardianship appointments.
By the end of the session, attendees will have gained a thorough understanding of the steps they need to take to protect their spouse and heirs.
Flanagan founded Bentron Financial Group in 2001. He has provided financial guidance to people at or near retirement age for over 30 years. In that time, he has become a nationally recognized expert on financial issues impacting older adults and late-life transitions. Flanagan is the author of Packing For Retirement: A Practical Guide to Prepare for Retirement at Any Age.
He has served on the Oak Park/River Forest Township Senior Services Committee since 2008. In 2010, he founded the Celebrating Seniors Coalition, a not-for-profit organization that provides seniors with emergency services and raises public awareness of issues affecting seniors in Oak Park, River Forest and Forest Park.
The weeklong series of events this year for Celebrating Seniors is from May 11th to May 18th. Learn more at https://celebratingseniors.net/. Bentron Financial Group is online at www.bentron.com.
