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recordgleaner_20241002_trg-2024-10-02-0-015_art_2.xml
Unlock the Future: Join Us for “The Power of Planning for the Future” Presentation Attention Loyal community members! We are thrilled to invite you to an enriching event that could shape your financial future and legacy. “The Power of Planning for the Future” is a free presentation dedicated to empowering individuals with essential knowledge about estate planning. Mark your calendars for Oct. 24, 2024, and join us in the Loyal High School gym for an informative session that begins at 12:30 p.m., following a complimentary lunch at noon. Event Details: Date: Oct. 24, 2024 Time: Lunch at 12 p.m., Presentation at 12:30 p.m. Andrew Schlafer Financial Advisor Baird Cindy Hangartner Counsel von Briesen and Roper s.c. Location: Loyal High School gym RSVP By: Oct. 15, 2024 Cost: Free The presentation will cover a wide range of topics crucial for effective estate planning, including: • Managing IRAs and Appreciated Stocks: Learn about income tax deduction rules and strategies to optimize your investments. • Gift Planning Strategies: Discover how to make impactful gifts while maximizing tax benefits. • Wills and Trusts: Understand the purposes of wills and trusts and how to avoid probate and protect your assets. The session will be led by two distinguished professionals. Cindy Hangartner is counsel at von Briesen and Roper s.c. Cindy brings extensive expertise in estate planning, probate, trust administration, and succession planning. Andrew Schlafer is a financial advisor with Baird. Andrew is a certified financial planner dedicated to helping clients align their investments with their financial goals. This valuable presentation is made possible by the generous support of Simplicity Credit Union, Forward Bank, Prevail Bank, and Associated Bank. It is presented by the Clark County Community Foundation (CCCF) and the Eau Claire Community Foundation (ECCF), with additional support from the Draper Hills Financial Literacy Fund of ECCF. The Draper Hills Financial Literacy Fund, which supports the financial literacy curriculum at the Loyal School District, was founded by the late Dr. Eldon Hill in honor of the Draper and Hills families. The Draper Hills Financial Literacy Fund aims to equip students with crucial financial skills. The fund focuses on teaching the difference between wants and needs, providing a solid grasp of financial concepts like budgeting and compound interest, and helping students make informed financial decisions. The fund’s vision is to provide financial literacy education opportunities for adults in the community and its surrounding area. Space is limited, so we encourage you to secure your spot early. Register online at the Clark County Community Foundation’s website, www.clarkccf.org, or call CCCF at 715-937-6167. For more information about ECCF, visit www.eccfwi.org or call 715-552-3801. We look forward to seeing you there and helping you plan for a secure and impactful future! PAID ADVERTISEMENT
recordgleaner_20241002_trg-2024-10-02-0-015_art_2.xml
Unlock the Future: Join Us for “The Power of Planning for the Future” Presentation Attention Loyal community members! We are thrilled to invite you to an enriching event that could shape your financial future and legacy. “The Power of Planning for the Future” is a free presentation dedicated to empowering individuals with essential knowledge about estate planning. Mark your calendars for Oct. 24, 2024, and join us in the Loyal High School gym for an informative session that begins at 12:30 p.m., following a complimentary lunch at noon. Event Details: Date: Oct. 24, 2024 Time: Lunch at 12 p.m., Presentation at 12:30 p.m. Andrew Schlafer Financial Advisor Baird Cindy Hangartner Counsel von Briesen and Roper s.c. Location: Loyal High School gym RSVP By: Oct. 15, 2024 Cost: Free The presentation will cover a wide range of topics crucial for effective estate planning, including: • Managing IRAs and Appreciated Stocks: Learn about income tax deduction rules and strategies to optimize your investments. • Gift Planning Strategies: Discover how to make impactful gifts while maximizing tax benefits. • Wills and Trusts: Understand the purposes of wills and trusts and how to avoid probate and protect your assets. The session will be led by two distinguished professionals. Cindy Hangartner is counsel at von Briesen and Roper s.c. Cindy brings extensive expertise in estate planning, probate, trust administration, and succession planning. Andrew Schlafer is a financial advisor with Baird. Andrew is a certified financial planner dedicated to helping clients align their investments with their financial goals. This valuable presentation is made possible by the generous support of Simplicity Credit Union, Forward Bank, Prevail Bank, and Associated Bank. It is presented by the Clark County Community Foundation (CCCF) and the Eau Claire Community Foundation (ECCF), with additional support from the Draper Hills Financial Literacy Fund of ECCF. The Draper Hills Financial Literacy Fund, which supports the financial literacy curriculum at the Loyal School District, was founded by the late Dr. Eldon Hill in honor of the Draper and Hills families. The Draper Hills Financial Literacy Fund aims to equip students with crucial financial skills. The fund focuses on teaching the difference between wants and needs, providing a solid grasp of financial concepts like budgeting and compound interest, and helping students make informed financial decisions. The fund’s vision is to provide financial literacy education opportunities for adults in the community and its surrounding area. Space is limited, so we encourage you to secure your spot early. Register online at the Clark County Community Foundation’s website, www.clarkccf.org, or call CCCF at 715-937-6167. For more information about ECCF, visit www.eccfwi.org or call 715-552-3801. We look forward to seeing you there and helping you plan for a secure and impactful future! PAID ADVERTISEMENT
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