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X-ORIGINAL-URL:https://lightways.org
X-WR-CALDESC:Events for Lightways
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DTSTART:20250101T000000
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DTSTART;TZID=UTC:20261110T173000
DTEND;TZID=UTC:20261110T203000
DTSTAMP:20261006T130234Z
CREATED:20261005T173039Z
LAST-MODIFIED:20261006T130234Z
UID:10000403-1794331800-1794342600@lightways.org
SUMMARY:Don't leave your legacy to chance! Join us for an exclusive Estate & Financial Planning Seminar on November 10th.
DESCRIPTION:Designed to help you navigate the complexities of estate and financial planning with confidence\, this seminar will cover topics essential for preserving your wealth and protecting your family’s future.\nA team of trusted professionals will join the event to offer valuable insights to you and your loved ones. You will learn strategies for protecting your assets\, minimizing taxes\, ensuring your legacy\, and more! \nTuesday\, November 10\, 2026\, from 5:30pm-8:00pm\nDinner will be provided! \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 ongoing 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 (22) and Kaely (19) 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 – Reserve your spot today!\n\n\n                \n                        \n                             \n                        					\n						Δ\n						\n						\n\n					\n                        URLThis 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                        \n         Submit
URL:https://lightways.org/event/estateplanning-2/
LOCATION:Lightways Hospice and Serious Illness Care\, 250 Water Stone Circle\, Joliet\, IL\, 60431\, United States
CATEGORIES:Lightways Events
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