BOS Events

Financial Planning and Trust Seminar

BOS and our guest experts will cover the strategies of putting together a comprehensive financial plan and the importance of Trusts and Wills.

In-Person and Virtual

Wednesday, June 7, 2023

9:00-11:00am In-Person
or 2:00-4:00pm In-Person and Virtual

The in-person sessions are FULL. Please join us for the virtual session.

In-person sessions will be held at our BOS Wabash Location

3400 Wabash Avenue, Springfield, IL 62711

Financial Planning
Interest rates and inflation have skyrocketed, markets are volatile, and there is a lot of uncertainty. In this seminar you will learn more about putting together a coordinated plan where everyone (attorney, CPA, adviser, etc.) will understand your wishes.

Trusts and Wills: A Pre-Game Plan
Many people know they need to put together a plan but put it off until there is a life-changing event. In this seminar, customers will learn the difference between a Will and a Trust, the duties of an executor and/or trustee, and so much more.

Presenters Include:
Greg Pettys - BOS, Vice President Advanced Planning
Kim Cessna - BOS Vice President, Trust Manager
Beverley Chapman - BOS Trust Administrative Officer
Patrick Sheehan - Attorney, Sheehan & Sheehan
William Sheehan - Attorney, Sheehan & Sheehan

Please RSVP by Monday, June 5.

Join the in-person sessions waitlist