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Estate & Tax Planning Lunch & Learn

Wednesday, November 18 2026 12:00 PM - 1:00 PM @ The Wedge Innovation Center | 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 Wednesday, November 18th 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 into 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

Wednesday, November 18 2026 12:00 PM - 1:00 PM

Where

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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