Sep 10 | Greg Kurinec and Pennant Planning to Host Free Retirement Planning Workshop at Downers Grove Library

Greg Kurinec, a recognized financial advisor and founder of Pennant Planning, will host a free retirement planning workshop titled “Estate Planning: Protecting Yourself and Your Heirs” at the Downers Grove Library on Tuesday, Sept. 10, 2024, from 6 p.m. to 7 p.m.

The event is open to the public, offering valuable insights into safeguarding assets and ensuring financial security for future generations. Registration is required and can be found here.

“Estate planning is not just about money—it’s about protecting your legacy and making sure your loved ones are taken care of,” said Greg Kurinec, CFP®. “This workshop aims to empower individuals with the knowledge they need to make informed decisions about their financial future, whether they are just starting to plan or revisiting their current strategies.”

In an era where myths and misconceptions often obscure the realities of retirement planning, this program delivers clear, unbiased information in a purely educational format, ensuring attendees receive personalized, top-tier advice tailored to their unique needs.

“This course is not about selling products or pushing agendas; it’s about empowering people to make well-informed decisions for their retirement,” said Kurinec, who has 18 years of experience in financial planning and retirement guidance. He is also a dedicated volunteer with the Society for Financial Awareness (SOFA), AARP, and the Financial Planning Association.

“My main goal is for attendees to better grasp their preparedness for retirement and learn what areas they need to focus on the most,” Kurinec added.

Workshop Highlights:

• Understanding Wills, Trusts, and Probate: Greg Kurinec will explain the differences between wills and trusts, the probate process, and how to navigate these legal tools to protect your assets.

• Power of Attorney and Healthcare Directives: Learn how to appoint a power of attorney and settle critical healthcare and financial matters to ensure your wishes are respected.

• Protecting Your Assets: Discover strategies to minimize taxes and legal challenges that could impact your estate.

• Avoiding Common Pitfalls: Gain insights on common mistakes people make in estate planning and how to avoid them.

• Q&A Session: Participants will have the opportunity to ask questions and get personalized advice.

Pennant Planning, known for its commitment to financial education, aims to provide attendees with actionable steps to protect their financial future. The workshop will cover real-life scenarios and practical advice that attendees can apply immediately.

“Estate planning is an often-overlooked aspect of financial wellness,” Kurinec said. “We want to demystify the process and provide the tools and resources needed to ensure your hard-earned assets are protected for generations to come.”

About Pennant Planning

Pennant Planning is a leading financial advisory firm dedicated to helping individuals and families achieve their financial goals through personalized, strategic planning. The company was founded by Chicago native Greg Kurinec, CERTIFIED FINANCIAL PLANNER™, and offers a wide range of services, including retirement planning, investment management, and estate planning, with a focus on building deep, personal connections with clients to understand their unique needs and aspirations.

Kurinec brings a personal touch to every interaction, valuing direct communication and striving to support clients in finding fulfillment in both their retirement and finances. With a Bachelor of Science degree in Financial Planning and Counseling from Purdue University’s nationally recognized program and a commitment to the highest fiduciary standards, Pennant Planning stands apart by offering a level of personalized service often unavailable from larger firms. Greg, a lifelong Chicagoan and devoted Cubs fan, has built a rewarding career by educating and guiding clients through the complexities of retirement and investment planning, always placing their best interests at the forefront.

At Pennant Planning, personal planning isn’t just a service—it’s the pinnacle of what the firm does, ensuring that every client’s journey to financial security is guided with care, expertise, and a personal touch. To learn more, visit www.pennantplanning.com.