Marital Agreements from A to Z - 5/21
PNC's Private Bank is inviting you to attend Cannon Estate Planning Teleconference in person.
2024 Teleconference: Marital Agreements from A to Z
Tuesday, May 21, 2024
12:00 pm – 1:30 pm
PNC Bank
3201 W. White Oaks Dr., Suite 100B
Springfield, IL 62704
Summary of Teleconference:
Marriage dissolution, and the financial obligations that often flow from it, has become so prevalent that a client’s planning for this possibility is sometimes nearly as important as his or her core estate planning instruments. Thus, marital agreements, especially among those who have been through divorce, are becoming a foundational component of some clients’ financial security. These agreements must be closely coordinated with the client’s estate plan. Of frequent concern in this area are:
Speakers will address:
What are essential requirements for all marital agreements
Tax issues to address in marital agreements
Spousal rights in retirement assets
Anticipating and handling marital issues with closely-held business interests
Register for the teleconference by sending an email to jennifer.s.walker@pnc.comno later than May 17th.
A box lunch will also be provided, so when sending an email to RSVP, please include your choice of sandwich from the following options,
Jimmy John’s – 1) Pepe (ham & cheese), 2) Big John (roast beef), 3) Turkey Tom, 4) Vito (salami, capocollo, cheese, onion, oil & vinegar, 5) The Veggie (double cheese, avocado spread & cucumber) or 6) JJ BLT. Sandwiches come with lettuce, tomato and mayo.
There is no cost for this teleconference and attendees can earn 1.5 hours of Continuing Legal Education Credit for Illinois and other states. Continuing Education Credit also given for CPA, CTFA, CFP, CLU, ChFC.
Jennifer (Jenn) S. Walker
Officer, Sales & Support Administrator
Central Illinois Asset Management
PNC Private Bank
301 SW Adams Street
Peoria, IL 61602
Mail Stop: D2-Y701-03-3
(p) 309.655.5476 (f) 833.706.1452
Jennifer.s.walker@pnc.com