‘Estate Planning Explained’ on Jan. 8 in Streamwood
With “Estate Planning Explained,” Jigar Doshi of Bentron Financial Group will lead a free presentation at 7 p.m. on Wednesday, Jan. 8, at the Poplar Creek Public Library District’s main site at 1405 S. Park Ave., Streamwood.
To learn more and register, visit tinyurl.com/PoplarEPE or call the library, at (630) 837-6800.
In the session, Doshi 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 health care, power of attorney for financial matters, living trusts and guardianship appointments.
The intention of the session is to give attendees a thorough understanding of the steps they need to take to protect their spouse and heirs.
A Chartered Retirement Planning Counselor, Doshi has an undergraduate degree in chemical engineering from the University of Mumbai-India, and a master’s degree in Financial Markets from the Stuart School of Business-IIT Chicago.
Doshi has been providing clarity and vision to successful people for nearly 20 years, using his expertise to maximize returns and improve the client experience. His service includes investment advising, estate planning, risk management and watching out for clients’ overall financial well-being.
Bentron was founded by Dr. Jim Flanagan 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.
Dr. Flanagan also has a series of financial pointers, dubbed “My Generation Minute,” that air regularly on the radio at 87.7 METV FM in the Chicago area.
Bentron Financial Group is online at bentron.com.