Community Corner
On January 25th in Westmont: `Essentials of Estate Planning’
Hosted by Westmont Public Library, the program by 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 6:30 p.m. on Wednesday, January 25th at the Westmont Public Library, 428 N. Cass Ave., to fill this vital gap in individuals’ knowledge of end-of-life preparation.
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The event registration page is https://westmont.librarycalendar.com/event/essentials-estate-planning; you can also register by contacting the Adult Services Desk at 630-869-6155.
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.
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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.
For over 30 years, Dr. Flanagan has provided financial guidance to people at or near retirement. Over that time, he has become a nationally recognized expert on financial issues impacting older adults and late-life transitions.
Flanagan, who formed Bentron Financial Group in 2001, 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.
Flanagan is the author of Packing For Retirement: A Practical Guide to Prepare for Retirement at Any Age, which offers a comprehensive overview of the myriad facets of retirement planning. In addition, he has attained certification as a Master Registered Financial Consultant, a distinction that reflects integrity and transparency in business and is achieved by fewer than one percent of financial professionals.
Bentron Financial Group is online at www.bentron.com.
