Estate Planning
Don’t Leave Your Legacy to Chance
You’re invited to an exclusive Estate Planning Series
This series is designed to help you navigate the complexities of estate planning with confidence, covering topics essential for preserving your wealth and protecting your family’s future.
Learn strategies for
- Protecting your assets
- Minimizing taxes
- Ensuring your legacy
Gain invaluable insights from a team of trusted professionals.
Series Dates to choose from:
Thursday, October 9: Dinner 5:30pm
Wednesday, October 15: Breakfast, 8:00am
Wednesday, October 22: Lunch, 11:30am
Guest Speakers
Ed Dollinger
Ed Dollinger has been with Edward Jones for almost 40 years. He works with families and business owners, understanding what is most important to them and helping to build personalized investment strategies. Working closely with clients and their other trusted professionals, he helps determine the most appropriate financial strategy to achieve their goals, such as business retirement plan strategies, insurance considerations, building a personal retirement strategy, and saving for other life goals.
In addition to working with clients, Ed has served in leadership positions within his firm for many years. He has been recognized by Forbes as one of the Top 25 Best-in-State Wealth Advisors in Illinois for the last five years.
His wife, Gloria, and he reside in Joliet, Illinois, and they have three grown children: Matt, Casey, and Nathan. They both believe in giving back to their community and serve on many community boards.
David D. Lennon, CPA/PFS
David D. Lennon, CPA/PFS, co-founded his own CPA firm in Joliet over 30 years ago. Working with individuals and small businesses, he specializes in providing in-depth, personalized income tax and investment solutions for a variety of complex circumstances. David is a Certified Public Accountant and Personal Financial Specialist and holds a BBA in accounting from the University of St. Francis in Joliet, Illinois.
He and his wife, Susan, reside in Shorewood, Illinois and enjoy spending time with their five children and eight grandchildren.
Among his work and efforts with local charitable organizations, David previously served many years as the President of the St Jude Joliet School Board and as a member of their Parish Council.
Bradley S. McCann
Bradley S. McCann, of the law firm KGG LLC, has been practicing law for twenty-seven years after practicing as a certified public accountant in tax and audit prior to law school. His law practice focuses mainly on estate and gift planning (structuring plans to maximize benefits for the family), income and estate tax planning and strategy (structuring plans to minimize tax consequences for individuals, estates and businesses), corporate and business structuring and planning (ensuring optimal business structures from startup and strategies through on going operations), and residential and commercial real estate transactions (negotiating contracts and closing transactions). He represents many closely held, family and farm businesses where he utilizes his skills and experience to properly advise those clients in all aspects of their business and family estate planning.
He, his wife, Ginger, and his two children, Caiden (21) and Kaely (18) reside in Shorewood, Illinois.
In addition to his practice, he is extremely proud of his extensive work with many local charitable organizations, as a member, officer, board member or just as a participant in providing services to the community.
