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Estate & Tax Planning Lunch & Learn

This is a past event that has already occured.
@ The Wedge | Alton, IL

About this event

Join Curtis Stephens of Stephens Planning and Elizabeth Heller of Goldenberg Heller & Antognoli, P.C. for a complimentary Estate & Tax Planning Lunch & Learn on Friday, May 8th at 12:00 PM at The Wedge, 620 E Broadway, Alton, IL.

This educational event is designed to help you understand how your financial and legal plans work together—from wills, trusts, and powers of attorney to tax strategies that help protect what you’ve built. You’ll gain practical insight on transferring assets smoothly, reducing probate complications, and avoiding common mistakes that can leave loved ones with unnecessary stress or costs. We’ll also cover ways to make your plan more tax-efficient, so you can keep more of what you’ve earned.

Lunch is provided, and there’s no cost or obligation.

Seating is limited—reserve your spot by calling 618-551-0028 or visiting THIS LINK.

Sign Up

When

12:00 PM - 1:00 PM

Where

Venue: The Wedge
620 E Broadway, Alton, IL 62002
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200 W. Third Street | Alton, IL 62002
Suite 200
618.465.9850
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