2025 Estate Planning Series: Asset Protection Planning - 11/18
PNC’s Private Bank is inviting you to attend Cannon Estate Planning Teleconference in person.
2025 Estate Planning Series: Asset Protection Planning - What Can Succeed and What's Doomed to Failure
Tuesday, November 18, 2025
12:00 pm – 1:30 pm
PNC Bank
3201 W White Oaks Dr., Suite 100B
Springfield, IL 62704
Summary of Teleconference:
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.
Speakers will address:
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
Register for the teleconference by sending an email to jennifer.s.walker@pnc.com no later than NOON Monday, November 17th.
A box lunch will also be provided, so when sending an email to RSVP, please include your choice of sandwich from the following options:
Jimmy Johns: 1) The Pepe, 2) Big John , 3) Totally Tuna, 4) Turkey Tom, 5) Vito or 6) The Veggie.
Chips and cookie included.
There is no cost for this teleconference and attendees can earn 1.5 hours of Continuing Legal Education Credit for Illinois and other states. Continuing Education Credit also given for CPA, CTFA, CFP, CLU, ChFC.
Thank you,
Jennifer (Jenn) S. Walker
Officer, Sales & Support Administrator
Central Illinois & Minneapolis Asset Management
PNC Private Bank
301 SW Adams Street
Peoria, IL 61602
Mail Stop: D2-Y701-03-3
(p) 309.655.5476 (f) 833.706.1452
Jennifer.s.walker@pnc.com