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Topics that will be presented and open for question and
discussion include wills, trusts, charities, business
organization, property titling and other tools of estate
planning; valuation of an estate -- Do you have an estate tax to
pay in your future?; balancing estates; life insurance options;
gifting; difference between fair and equitable and getting it
right; communications and organization -- two essential elements
of estate planning. On the retirement side, topics include
retirement plans -- Do you have enough money?;
financial checkup; long-term health care issues; Social
Security issues for farm women; how many families will be living
off the land; goal-setting; finding the right set of
professionals to plan and execute retirement and estate plans.
Presenters for this program are Brigitte Franzen, CFP, CDFA,
registered representative, affiliated with AXA Advisors, LLC,
Springfield; Mary Christine Ludwig, attorney at law, affiliated
with Robert Dodd & Associates, P.C., Champaign; Linda Doornbos,
CLU, ChFC, State Farm, Decatur; and Ruth Hambleton, University
of Illinois Extension educator, farm business management and
marketing. All presenters have served as instructors for Annie's
Project -- Education for Farm Women, and all have extensive farm
backgrounds and practical experiences with this program.
The program will end with a panel of three women in various
stages of planning and execution, sharing their experiences and
advice.
Since 2003, Hambleton has offered educational classes and
informational meetings over a broad range of topics for Illinois
farm women. "Retirement and Estate Planning for Farm Women" is a
program born out of previous Annie's Projects and designed
especially for the issues that most affect women. Hambleton
notes that women are more open with their questions and concerns
when the focus is on them. "We first educate the women in ways
that are most effective for them, and in turn they take
information into their homes to deal with their individual
situations," she said. "We then offer programs for all family
members at later times in the year."
Registration fee for "Retirement and Estate Planning for Farm
Women" is $25 and includes breaks, lunch, and all printed and
software resources. Please register by calling the Effingham
Extension office at 217-347-7773; or go to
http://web.extension.uiuc.edu, select
"Today's Events" on the left, and search on
April 3 for
links to online registration (or
click here to register).
University of Illinois Extension provides equal opportunities
in programs and employment.
This program is open to anyone interested in the topic
presented. If you need disability accommodations to participate,
please indicate that when registering.
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| Register now
Who: University
of Illinois Extension
Effingham County Unit
What:
"Retirement and Estate Planning for Farm Women"
Where:
University of Illinois Extension office
Effingham County Unit
1209 Wenthe Drive
Effingham, IL 62401
When: Tuesday,
April 3
9 a.m. to 2:30 p.m.
In-depth discussion about:
-
Wills, trusts, charities, business
organization, property titling and other tools of estate
planning
-
Valuation of an estate -- Do you have an
estate tax to pay in your future?
-
Balancing estates and gifting
-
Life insurance options
-
Difference between fair and equitable and
getting it right
-
Communications and organization -- two
essential elements of estate planning
On the retirement side…
-
Retirement plans
-
Financial checkup -- Do you have enough
money to retire?
-
Long-term health care issues
-
Social Security issues for farm women
-
How many families will be living off the
land?
-
Goal-setting
-
Finding the right set of professionals to
plan and execute retirement and estate plans
Instructors:
-
Brigitte Franzen, CFP, CDFA, registered
representative, affiliated with AXA Advisors, LLC,
Springfield
-
Mary Christine Ludwig, attorney at law,
affiliated with Robert Dodd & Associates, P.C.,
Champaign
-
Ruth Hambleton, University of Illinois
Extension educator, farm business management and
marketing
-
Linda Doornbos, CLU, ChFC, State Farm,
Decatur
Registration fee: $25 per person (covers
breaks, lunch and handouts)
To register, call the Effingham County
office at 217-347-7773 or
click here.
Directions to the Effingham County office
are available by
clicking here. From northbound Interstate 57, take Exit
160, drive straight through the signal intersection, and you
are on Evergreen -- new configuration.) |
[Text from file received from Ruth
Hambleton, Extension educator]
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