Famously Bad Estate Planning
Jim Flanagan of Bentron Financial will present a seminar titled “Famously Bad Estate Planning” at 8:30 a.m. Friday, May 17, at the Oak Park Arms retirement community, 408 S. Oak Park Ave.
Flanagan will share humorous, bizarre and unfortunate stories of missing wills, poor documentation and disorder from celebrities including Sonny Bono, Princess Diana, Florence “Flo Jo” Griffith Joyner, Leona Helmsley, Davey Jones and Doris Duke.
In addition, the basics of a last will and testament, differences between a will and a trust, power of attorney, proper planning and ownership will be discussed and explained.
Building on his 15 years in the financial services field, Flanagan formed Bentron Financial Group, LLC in 2001. It specializes in comprehensive, fee-based planning for corporate executives, business owners and retirees.
Flanagan founded the Celebrating Seniors Coalition in 2010, a not-for-profit organization dedicated to serving older adults in Forest Park, Oak Park and River Forest.
“I have honed my knowledge of risk management, financial planning and succession planning,” he said, “and I’m dedicated to serving people at or near retirement.”
In 2007, Flanagan received a master’s degree in business administration from Dominican University’s Brennan School of Business with a concentration in finance.
The Oak Park Arms is a rental retirement community which provides independent and assisted living apartments and a full schedule of activities and services. Furnished apartments are also available for a short-term stay – a weekend, a week, a month or longer.
The event is free and open to the public. And it’s not called “Breakfast with the Docs” for nothing: participants who attend will also be served a healthy breakfast.
For more information, or to reserve a seat, call Jill Wagner at 708-386-4040.