KOVITZ EVENTS
Register to Attend This Dinner Seminar at Gibsons Steak House in Chicago, IL
THURSDAY, NOVEMBER 7
Optimizing Your Estate Strategy
Critical strategies to explore in 2024 before next year’s tax code changes
With significant changes to the tax code anticipated in 2025, it’s more important than ever to assess your estate planning strategies. Families could face an increase in estate tax liability without proper planning and adjustments. How can your family fulfill your inheritance and philanthropic goals while preserving wealth across generations?
Join us on November 7th at Gibsons for a comprehensive discussion on critical estate planning strategies tailored for today’s environment.
What we will cover:
- The current estate planning landscape and anticipated tax code changes
- Strategies to minimize estate taxes while maximizing wealth preservation
- Planning opportunities now to “lock in” the historically high exemption
- Specific considerations for Illinois residents
DATE & TIME
Thursday, November 7 · 6:00pm - 8:00pm CST
LOCATION
Gibsons Bar & Steakhouse
1028 N Rush St,
Chicago, IL 60611
MEET YOUR PRESENTER
Lance J. Sherry, JD, CFP®
Wealth Advisor
Kovitz
Lance provides comprehensive Cashflow Planning, Portfolio Construction, and Estate Planning reviews to help his clients accomplish their long-term goals and objectives. Prior to joining Kovitz, Lance was a Wealth Planner at Fifth Third Private Bank where he specialized in Advanced Estate Planning, Charitable Planning, and Business Succession in addition to comprehensive planning around Retirement, Income and Estate Taxes, and Executive Compensation. Lance earned his Bachelor of Arts degree from the University of Illinois, Urbana-Champaign and his Juris Doctorate from The John Marshall Law School (now UIC Law School). Lance is a licensed attorney in the State of Illinois and a CERTIFIED FINANCIAL PLANNER. Lance is also a member of the American Bar Association and the Chicago Bar Association where he Chairs the Estate Planning Committee.
NEED ASSISTANCE?
Please email events@kovitz.com or call 312.673.7100
Kovitz Investment Group Partners, LLC (Kovitz) is an investment adviser registered under the Investment Advisers Act of 1940. Registration of an investment adviser does not imply any level of skill or training. The description of products, services, and performance results of Kovitz contained on this website is not an offering or a solicitation of any kind. Past performance is not an indication of, and does not guarantee future results. Securities investments are subject to risk and may lose value. All of the information on this website is believed to be accurate and correct as the date set forth. Kovitz does not have or accept responsibility or an obligation to update such information.
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