Free personalized financial advice and estate planning information for Main Street
Do You Need Rescued?
- How are your investments doing in this crazy market?
- Do you need a will or trust and what’s this thing called probate?
- Are you caught in a debt trap and can’t find a way out?
- If any of these questions apply to you, then maybe you need to be “rescued”.
On Tuesday, June 16th from 10 a.m. – 3p.m., local professionals are coming together to give back to their communities by providing free personalized money management, investment and estate planning guidance. Independent financial advisors (including three Certified Financial Planner™ Professionals) from Alliance Investment Planning Group, estate attorneys from Barrett Twomey, Broom, Hughes & Hoke LLP, both based out of Carbondale, IL along with Joe Plemon of Plemon Financial Coaching are coming together with the Southern Illinois Community Foundation to offer free one on one consultations with the public. Anybody that has questions about their financial or estate situation can take advantage of this opportunity.
Pat Bauer, executive director of the Southern Illinois Community Foundation states, “The community foundation is pleased to co-sponsor this event and to partner with the professionals from Alliance Financial Planning and Barrett Twomey to provide financial and estate planning information that is meant to help folks take ownership of their financial situations.” The seminar will be presented in a simple and straight forward manner that is easy to understand. “The mission of the gathering is to help individuals make positive and purposeful financial plans for the future,” said Bauer.
Jeff Rose, Certified Financial Planner™ of Alliance Investments says, “I feel that those of us in the financial industry have an obligation to help people impacted by this crisis understand why it’s happening and give them some sense as to what they can do about it, on a personal level”
The event will be held at the newly remodeled Alliance Investment Planning Group building located at 115 S. Washington St., Carbondale, IL.
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Patrons are encouraged to call in to set up appointments but walk-ins are welcome. Please call 618-519-9344 to schedule your appointment today.
Securities offered through LPL Financial, Member FINRA/SIPC
