Why Estate Planning is an Essential Part of Good Overall Financial Planning

Date: Thursday, June 1st

Time: 6:30 PM CDT

Discover from Michael Stewart and Connor Stewart how to help avoid the biggest mistake that can derail one’s retirement plans in a time of a crisis like we are experiencing today...

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What is Estate Planning.

The importance of inventory in your tangible and intangible assets.

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How to properly establish your directives.

Strategies needed to help ensure beneficiary all-inclusiveness.

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How to review legal and tax implications, investment strategies and personal questions to help ensure your estate is set up efficiently.

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The weight in value of professional help based on your personal estate planning goals.

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Michael Stewart has been in the suburban Chicago area for most of his 52 years. He has been in the financial services industry for over 22 years. His past experience includes eight years working in the Private Banking and Wealth Management divisions of two of Chicago’s largest banks, overseeing assets in excess of $200,000,000 in McHenry County.

In 2008, Michael founded his own firm to independently serve the tax planning needs and more conservative financial planning needs of his clients who are in or near retirement. The strategies Michael employs are designed to help reduce a client’s market risk by using income-generating investments that help minimize drawdowns and generate steady returns. The philosophy is that if you can avoid a large loss, you don’t have to take a lot of risk to be successful over time.

In addition, Michael is a well-established speaker, author, and the host of both the Retirement Success Blueprint Radio Show and Podcast. He lives in McHenry with, Karen, his wife of 28 years, and their three children, Connor, Patrick, and Olivia.

Connor has been with Crystal Lake Tax & Financial for two years after graduating with a Bachelors of Science in Management from the University of Iowa. Connor assists clients with conservative financial planning, tax mitigation, and estate planning. 

His favorite part of working with Crystal Lake Tax & Financial is being able to help people navigate through all aspects of retirement. Connor lives vicariously through his clients as they are able to live the retirement that they envisioned.

Outside of the office, Connor is an avid sports fan who enjoys working out, spending time with his family, and adding to his sports card collection.

One Evening Only!

Thursday, June 1st at 6:30 PM CDT

Join us from the comfort of your couch.

View on your computer, tablet, or phone!

Attend this one-of-a-kind webinar today!

"Very impressed with the professionalism, the kind service, and a quality job all taken care of! Very very highly recommended business!"

Lauren E. - Google Review

During this class, discover:

A Renaissance has begun in the World of Investing

Find the silver lining of opportunities for your life savings.

Tangible Reasons for Good Estate Planning

If your advisor is not keeping up with the times you are going to be lost.

The REAL Reasons for Good Estate Planning

Change seems like a daily occurrence.

During These Times its Important Not to be Frozen by Fear or Complacency
Don't fall into the trap of thinking that congress, the fed or even financial advisors are going to fix retirement.

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