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Estate Planning Essentials

Feb16Estate Planning Essentials

Event Details

Date 2/16/2023 - 2/23/2023
Time 11:30am - 1:00pm
Contact (jshoquist@nw.bank)

Estate Planning Essentials Seminar | Wills, Trusts, & Protecting Your Assets

Guest Speaker: John Diamantis, Owner/Founder at Heritage Law

Enjoy Lunch or Dinner on Us. You Choose!

JOIN US FOR LUNCH AT TIMBER WOODFIRE BISTRO:
Thursday, February 16th | 11:30 am - 1:00 pm
8702 Pacific St., Omaha, NE 68114

OR

JOIN US FOR DINNER AT RAILCAR MODERN AMERICAN KITCHEN: 
Thursday, February 23rd | 6:00 pm - 7:30 pm
1814 N 144th St., Omaha, NE 68154

RSVP Today!

Space is limited. Please RSVP above by Friday, February 10th, 2023

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John will share estate planning essentials and insights during these knowledge-packed seminars including:

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  • Understanding the fundamental components of estate planning: planning for heirs, wills, probate processes, trusts, & more.
  • Interpretation of unplanned incapacity or vice-versa, planning for incapacity.
  • Comprehension of Medicaid planning and effective strategies.
  • Exploring your options when transferring assets.

Who Should Attend?

  • Everyone and anyone! Whichever stage in life you currently are in, planning for the future aids in easing life's transitions, creates financial comfort, enhances your lifestyle, protects your family, and builds YOUR legacy.

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Meet Our Presenters

JOHN DIAMANTIS, J.D., M.B.A. | Owner & Founder of Heritage Law

A native of Omaha, Nebraska, John graduated from the University of Nebraska – Omaha in 2010 where he received his Bachelor of Science, conferred magna cum laude. He went on to earn his Juris Doctorate and Master of Business Administration dual degree from the University of Nebraska College of Law in 2014. John’s prior work as a Bank Trust Officer and a Financial Advisor at a global firm give him a unique perspective on the planning process.


JAMES SHOQUIST, CFP® | Wealth Advisor at Northwest Wealth Management

James Shoquist was raised in southwest Wisconsin.  He joined the United States Air Force in 1999, serving honorably until 2005.  After his service in the Air Force,  James earned a Bachelor's degree from University of Nebraska-Omaha in 2007.   Upon graduation he entered the financial services industry as a Financial Advisor.  In May 2014 James joined the Northwest Wealth Management team.

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Questions?

Please contact James Shoquist at 402-677-7475 or jshoquist@nw.bank


Advisors represent Northwest Wealth Management, a Registered Investment Advisor and affiliate of Northwest Bank.  Not FDIC Insured |  Not guaranteed by the bank or any government agency |  May Lose Value

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