LAKE IN THE HILLS – A free workshop for estate planners, accountants and certified financial advisers will be from 7:30 a.m. to 9 a.m. June 10 at Boulder Ridge Country Club, 350 Boulder Drive, Lake in the Hills.
The event is sponsored by the McHenry County Community Foundation. Continuing education credit will be provided by Exemplar Financial Network. Breakfast will be provided.
Presenter James Provenza, a certified public accountant and president of James C. Provenza PC, will discuss “Estate and Gift Planning One Year after ATRA.”
The presentation will focus on the dramatic falloff in the use of wills and trusts, what happened and why, and how gift planners can respond, including some case studies.
To attend, RSVP to Meg LaMonica at 815-338-4483 or firstname.lastname@example.org by June 5.