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X-WR-CALNAME:Lightways
X-ORIGINAL-URL:https://lightways.org
X-WR-CALDESC:Events for Lightways
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DTSTART;TZID=UTC:20251015T080000
DTEND;TZID=UTC:20251015T110000
DTSTAMP:20250818T151234Z
CREATED:20250813T173513Z
LAST-MODIFIED:20250818T151234Z
UID:10000402-1760515200-1760526000@lightways.org
SUMMARY:Don’t Leave Your Legacy to Chance. You’re invited to an exclusive Estate and Financial Planning Series
DESCRIPTION:This series is designed to help you navigate the complexities of estate and financial planning with confidence\, covering topics essential for preserving your wealth and protecting your family’s future.\nLearn strategies for\n\nProtecting your assets\nMinimizing taxes\nEnsuring your legacy\n\nGain invaluable insights from a team of trusted professionals. \nSeries Dates to choose from:\nThursday\, October 9: Dinner 5:30pm\nWednesday\, October 15: Breakfast\, 8:00am\nWednesday\, October 22: Lunch\, 11:30am \n\nGuest Speakers\nEd Dollinger\nEd 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. \nIn 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. \nHis 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. \n\nDavid D. Lennon\, CPA/PFS\nDavid 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. \nHe and his wife\, Susan\, reside in Shorewood\, Illinois and enjoy spending time with their five children and eight grandchildren. \nAmong 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. \n\nBradley S. McCann\nBradley 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. \nHe\, his wife\, Ginger\, and his two children\, Caiden (21) and Kaely (18) reside in Shorewood\, Illinois. \nIn 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. \n\nEvent Registration\n\n\n                \n                        \n                             \n                        					\n						Δ\n						\n						\n\n					\n                        X/TwitterThis field is for validation purposes and should be left unchanged.Name(Required)\n                            \n                            \n                                                    \n                                                    First\n                                                \n                            \n                            \n                                                    \n                                                    Last\n                                                \n                            \n                        Phone(Required)Email(Required)\n                            \n                        Address(Required)    \n                    \n                         \n                                        \n                                        Street Address\n                                    \n                                    \n                                    City\n                                 \n                                        \n                                        State / Province / Region\n                                      \n                                    \n                                    ZIP / Postal Code\n                                \n                    \n                Phone(Required)Email(Required)\n                            \n                        Series Dates(Required)Please select a date to attend.\n			\n					\n					Thursday\, October 9: Dinner 5:30pm\n			\n			\n					\n					Wednesday\, October 15: Breakfast\, 8:00am\n			\n			\n					\n					Wednesday\, October 22: Lunch\, 11:30am
URL:https://lightways.org/event/estateplanning/2025-10-15/
LOCATION:Lightways Hospice and Serious Illness Care\, 250 Water Stone Circle\, Joliet\, IL\, 60431\, United States
CATEGORIES:Lightways Events
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