Wednesday, June 7, 2023 from 2:00 PM to 4:00 PM CDT


This is an online event.


Financial Planning and Trust Webinar 

Join BOS and our guest experts as they cover the strategies of putting together a comprehensive financial plan and the importance of Trusts and Wills.

Wednesday, June 7th

2:00 - 4:00 pm via WebEx


Financial Planning
Interest rates and inflation have skyrocketed, markets are volatile, and there is a lot of uncertainty. In this seminar you will learn more about putting together a coordinated plan where everyone (Attorney, CPA, Advisor, etc.) will understand your wishes.

"Trusts and Wills: A Pre-Game Plan"
Many people know they need to put together a plan but put it off until there is a life changing event. In this seminar, customers will learn the difference between a Will and Trust, the duties of an executor and / or trustee, and so much more.


Presenters Include:


Greg Pettys, VP Advanced Planning

Kim Cessna, VP Trust Manager

Beverley Chapman, Trust Administrative Officer

Sheehan & Sheehan

Patrick Sheehan, Attorney

William Sheehan, Attorney

RSVP by Monday, June 5th to join us.

 We hope to see you online!