Partner Message: You’re Invited: Got Estate Planning? Everyone Needs It!


One major aspect of financial independence is the protection of your assets, family, etc. This generally requires some legal strategies tailored to meet your goals. This is what estate planning is all about.

Register today & join us on Tuesday, November 16, 2021, at 7 pm CST to learn how every family can benefit from estate planning, regardless of their level of income or wealth.

Whether you are a young married couple worried about how your minor children will be raised if something happens to you, or a blended family worried about how your property will be distributed without causing fights among the children and their spouses, or a small business owner worried about losing your home and savings through a lawsuit, this program will help you understand some of the basic issues and the advantages of working with a network of attorneys who specialize in estate planning.

Register Now

Two experienced attorneys will provide some basic information and then answer your questions.

Barry Kozak is the Chief Legal Counsel at LSPN and the Legal Services Officer at Inter Vivos, PLLC. He earned his J.D. and LL.M. in Employee Benefits degrees from The John Marshall Law School (now the UIC Law School) and his M.P.P. degree in tax policy from the University of Chicago Harris School of Public Policy Studies, and has earned several professional designations, including Enrolled Actuary, Chartered Financial Consultant, and Retirement Income Certified Professional. Before joining LSPN, he was a member of the faculties of The John Marshall Law School and Loyola University Chicago School of Law.

Patrick Carrier is a seasoned attorney at LSPN and Inter Vivos, PLLC. He attended Loyola University Chicago for undergrad and Notre Dame Law School for law. Before joining LSPN, Patrick was a practicing attorney for over a decade focusing exclusively on estate planning, elder law, business creation, succession planning, and related issues. He was raised on a farm and uniquely understands estate planning issues and hurdles when planning for a family farm.

Don’t miss out on this opportunity to hear from these amazing legal experts, REGISTER now!

To Your Financial Success,

Chantay Moore, CFEd®, IAR, MBA


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