Write a commentBishop's Commons Enriched Living Residence in Oswego will host an informational forum open to the public entitled, "Understanding Advanced Care Planning and Estate Planning Essentials", presented by local Attorney Sara E. Davis and Ameriprise Financial Services, Inc. Financial Planner Randy Zeigler.
Zeigler, who has been a Financial Planner for 29 years, specializes in investment planning, retirement planning, estate & charitable planning strategies. Zeigler will offer an overview of estate planning, its importance, and the first steps when making a plan.
The hour-long forum is offered at two times; Monday afternoon July 13th beginning at Noon, or on Tuesday evening July 14th at 5:30 p.m. The forum takes place at Bishop Commons Enriched Living Residence, 4 Burkle Street in Oswego, is free of charge and open to the public.
Guests wishing to attend on either date are asked to RSVP to Bishop's Commons at (315) 349-0799.
Lunch will be served at the July 13th forum while a light dinner will be served on July 14th. Guests attending will have the opportunity to have their questions answered by both professionals.
For more information about the "Advanced Care Planning and Estate Planning Essentials" Forum call 349-0799 or on the web at www.bcommons.com and Facebook at St Luke Family of Caring.
