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Financial Foundations Webinar: Estate Planning

Jun22Financial Foundations Webinar: Estate Planning

Event Details

Date 6/22/2021
Time 12:30pm - 1:30pm

Financial Foundations Webinar: Estate Planning

Wills, Trusts, & Protecting Your Assets

FREE Webinar | Tuesday, June 22  |  12:30 pm - 1:30 pm

Webinar Registration

Presentation will be 30 - 45 minutes with Q & A session to follow. There are 500 seats available for this FREE webinar, reserve your seat today!   

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Estate planning isn’t just for the wealthy or elderly - it is for everyone.  Estate planning is a process of deciding how financial, healthcare, and other family decisions are made on your behalf when you are no longer able to make those decisions yourself.  Regardless of estate size or complexity, estate planning is an important process. We invite you to register today!  

IN THIS SESSION: blue block image

  • Hear why estate planning is important. 
  • Learn the differences between Wills and Trusts.
  • Understand the components to a successful estate plan.
  • Learn about the probate process and tax considerations.
  • Hear how to select the right person to act on your behalf.

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Mark Your Calendars For Our Financial Foundations Webinars

September 21st | Planning for Long Term Care
November 16th | Charitable Giving 

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Meet Our Presenters

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.


ANTHONY DELUCA | Counsel at Koley Jessen

Anthony’s practice focuses extensively on holistic estate planning services ranging from the design and implementation of traditional estate plans (e.g. wills, trusts, powers of attorney and advanced directives) to more complex strategies involving wealth transfer and transfer tax minimization. Anthony was selected as a Great Plains “Rising Star” by Thomson Reuters Super Lawyers, 2017-2020, and recognized by Best Lawyers “Ones to Watch” in 2021.

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Questions? 

Please reach out to info@invest-northwest.com or give us a call at 800.678.4105.  

Contact a Wealth Advisor 


Advisors represent Northwest Wealth Management, LLC, a Registered Investment Advisor and affiliate of Northwest Bank. Not FDIC Insured. No Bank Guarantee. May Lose Value.

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