Financial Programs to Help You and Your Heirs

We've got two upcoming financial programs that will offer invaluable tips on money management. The first program will address the question of whether you should convert a traditional IRA to a Roth IRA in 2010. A lot may be at stake in this issue: the decision can save you a great deal in taxes or cost you more tax than you would otherwise pay. Josh Markowitz of The Next Level Planning Group will discuss all the pros and cons, including some “outside of the box”strategies on both sides of the “To Convert or Not to Convert?” question.

The second program will present an overview of the basic components of an estate plan - wills, living trusts, powers of attorney, and living wills - and will show how they interact to achieve your goals during life and at death. Mary Cascino, a partner in Cascino & Associates, P.C. in Glencoe and senior counsel to Handler Thayer LLP in Chicago, will lead this program.

Dates and times for these programs:
Roth IRA Conversions:Golden Opportunity or Dangerous Tax Trap?
Thursday, September 30, 7:30 pm

Estate Planning for Everyone
Tuesday, October 5, 7:30 pm

Comments List

Archive posts

Collapse all

Excerpts is the library newsletter and comes out every three months. It is mailed to every Glencoe resident. Copies of the newsletter are available online (below) and at the library. Please be sure to check the library calendar for program updates.

2020 Issues

March 2020

2019 Issues

December 2019

September 2019

June 2019

March 2019

2018 Issues

December 2018

September 2018

March 2018

June 2018

2017 Issues

December 2017

March 2017

June 2017

September 2017

2016 Issues

December 2016

September 2016

March 2016

June 2016

2015 Issues

December 2015
September 2015
June 2015

March 2015

2014 Issues
December 2014
September 2014
June 2014
March 2014

2013 Issues
December 2013
September 2013
June 2013
March 2013

2012 Issues
December 2012
September 2012
June 2012
March 2012

2011 Issues
December 2011
September 2011
June 2011
March 2011

2010 Issues
December 2010
September 2010
June 2010
March 2010

2009 Issues
December 2009
September 2009
June 2009
March 2009

2008 Issues
December 2008