Estate Planning Basics

Attending one of our free workshops, presented by David Edwards, is the best first step for you to explore planning options.  All workshops are done informally, with a maximum of 14 people per session, leaving plenty of time for questions. Just find a topic, date and time that work for you, then give us a call at (217) 726-9200 or email our client coordinator at Krystal@EdwardsGroupLLC.com to RSVP.

WILLS: What you need to know about Wills and Trusts
A good starting point if you have no plan or an old Will lying around. 1 hour workshop.
Thursday, January 5 @ 1:30 pm
Friday, January 27 @ 11:00 am (Held in DECATUR at Summit Tax & Accounting, 3040 N. University)

Who Should Attend:

• Those who don’t have a will.
• Those who don’t know what a Trust is.
• Those who have an old will  lying around somewhere.
• Those who just don’t know where to start with all this estate planning stuff.

New Client Orientation: Is Edwards Group right for you?
1 hour workshop.
Get to know the Edwards Group difference!
Tuesday, January 31 @ 1:30 pm

Who Should Attend:

• Those who are considering Edwards Group for estate planning.
• Those who already have an estate plan but are unhappy with that plan.
• Those who know they should plan, but are intimidated by the process.

Download our current Workshop Flyer for all our workshop dates.

Questions? Contact Krystal at (217) 726-9200 or by email at krystal@edwardsgroupllc.com.

Do you know someone who could benefit from attending one of our workshops? Feel free to pass along a flyer or bring them along!

RSVP required. Springfield workshops are held in the Community Room at Edwards Group LLC, 4340 Acer Grove, Springfield, Illinois. RSVP required. Space limited.  Maximum of 14 people per workshop.