Join us on November 18th for a complimentary webinar and earn 1.5 hours of CLE credit!

Topic: Asset Protection Planning – What Can Succeed and What’s Doomed to Failure

Asset protection planning is important to an increasingly broad range of clients – both for themselves and for their children. Creditors seem to be more aggressive these days, and more clients are becoming conscious of their potential to wake up one day in a vulnerable financial situation. Estate planners should offer their clients the opportunity to discuss, early in the estate planning process, the advantages of and available techniques by which to secure at least some measure of asset protection.

This webinar will address the following:

• Avoiding fraudulent or voidable transfers
• Tenancy by the entirety form of ownership and joint spousal trusts
• Extent of protection inherent in qualified retirement plans, IRAs and life insurance
• Domestic asset protection trusts
• Third party-settled trusts

MEET OUR BANKFINANCIAL TEAM:

Ron Tuite, SVP, Trust & Investments Services

Stephanie McDonald, SVP, Trust & Investments Services

Vince Bailey, Wealth Advisor

REGISTER TODAY for this complimentary online event!

NOTE: Login information will be emailed to attendees the morning of the event.

Tuesday, November 18, 2025 | 12:00 PM – 1:30 PM CT

BankFinancial Investment Services are: Not FDIC insured | May lose value | Not financial institution guaranteed | Not a bank deposit | Not insured by any federal government agency