Downers Grove Public Library Foundation - Exclusive Event: Estate Planning

Have You Created an Estate Plan?

An estate plan is a map of how you want your personal and financial affairs to be handled in the future. An effective estate plan can help ensure that your family’s financial needs will be taken care of, and that your personal wishes will be carried out in the manner you intended, including giving to a charity or foundation you care about. An estate plan is a critical part of your overall financial plan.

In this complimentary, in-person seminar on Estate Planning Basics, you’ll learn:

• Why you need an estate plan
• Strategies to plan for incapacity, including special healthcare directives
• Wills, trusts, and life insurance
• How to designate charitable giving as part of your estate plan

You’ll also receive a free workbook created for this presentation. The workbook contains key information, worksheets, and questions to help you remember important points from the seminar.

MEET THE GUEST SPEAKERS:

• Sharon L. Sweeney, Attorney-At-Law, Law Offices of Sharon Sweeney

Sharon has been helping her community in legal matters for over 30 years. As an estate planning legal expert, Sharon is dedicated to the practice of law and provides legal advice compassionately while listening and actively working toward her client’s goals.

• Vince Bailey, Wealth Advisor, BankFinancial

Vince has been providing financial planning solutions to community bank clients since 1999. He is highly knowledgeable and experienced in giving sound advice on estate planning, investment strategies, wealth transfer and succession planning to individuals and business owners.

• Amanda ReCupido, President, Downers Grove Public Library Foundation

As President of the Downers Grove Public Library Foundation, Amanda speaks frequently on the importance of libraries as vital public institutions. Beyond her volunteer life, she is an agency executive in operations, as well as a creative writer and producer.

• Dave Sosnow, Member, Downers Grove Public Library Foundation Board of Directors

Dave has been a member of the Downers Grove Public Library Foundation board of directors since 2020 and is a past president. In addition to his work on the foundation board, Dave is the founder of Benri Health, a health technology company serving independent community pharmacies and their patients. He and his wife have lived in Downers Grove since 2001.

REGISTER TODAY for this complimentary event by clicking the link below:

LOCATION: Downers Grove Library, 1050 Curtiss Street, Downers Grove, IL 60515

DATE & TIME: Wednesday, May 14, 2025 | 10:30 AM – 11:30 AM CT

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