Join us at the Chicago History Museum for our Fall planned giving workshop, Smarter Philanthropy: Realizing your Legacy with Scott F. Stratford, CFA, CFP,® CPFA, Wealth Management Advisor at Merrill Lynch, and Allen Reece, Vice President and trust specialist with Retirement and Personal Wealth Solutions group at Merrill Lynch. Scott and Allen will be presenting planned giving options such as estate planning, bequests, IRA retirement gifts, and more by providing useful tools and resources to help you plan ahead.
Scott has been a financial advisor for more than 30 years providing a comprehensive approach to wealth management individualized for each client. With over a decade of experience, Allen is knowledgeable in the latest estate planning, wealth transfer, and charitable gifting strategies. This workshop is hosted by CHM and the Lincoln Honor Roll Society, a society established to recognize the special individuals and families that include CHM in their estate planning. Come to the event and start planning for your future!
Light refreshments will be provided. Please plan accordingly.
Date: Tuesday, October 22, 2019
Time: 6:00 PM – 7:30 PM
Location: Chicago History Museum in the Guild Room