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Estate Planning Webinar: Wills, Trusts & Protecting Your Assets
Estate planning isn’t just for the ultra-wealthy or elderly – it is for everyone. Estate planning is the process of planning for the management and disposition of your assets during your life, your potential incapacity and after your death. Regardless of estate size or complexity, estate planning is an important process. We invite you to register today!

Jun 22, 2021 12:30 PM in Central Time (US and Canada)

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Advisors represent Northwest Wealth Management, LLC, a Registered Investment Advisor and affiliate of Northwest Bank. Not FDIC Insured. No Bank Guarantee. May Lose Value. 

Speakers

JAMES SHOQUIST, CFP®
Wealth Advisor @Northwest Wealth Management
James Shoquist was raised in southwest Wisconsin. He joined the United States Air Force in 1999, serving honorably until 2005. After his service in the Air Force, James earned a Bachelor's degree from University of Nebraska-Omaha in 2007. Upon graduation he entered the financial services industry as a Financial Advisor. In May 2014 James joined the Northwest Wealth Management team.
ANTHONY DELUCA
Counsel @Koley Jessen
Anthony’s practice focuses extensively on holistic estate planning services ranging from the design and implementation of traditional estate plans (e.g. wills, trusts, powers of attorney and advanced directives) to more complex strategies involving wealth transfer and transfer tax minimization. Anthony was selected as a Great Plains “Rising Star” by Thomson Reuters Super Lawyers, 2017-2020, and recognized by Best Lawyers “Ones to Watch” in 2021.