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March 03 @ 11:00 am - 12:30 pm
Independent Living Event

Plan Boldly

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Discover the financial stability of Life Care living

Trailblazers plan ahead—with purpose and confidence.
Join us at Oak Trace for Plan Boldly: Estate Planning Made Clear, a straightforward look at the building blocks of a strong estate plan. Wealth Advisor Chris Deacy, Founder of CMD Wealth Partners, and Attorney Abid Sabzali of Huck Bouma Attorneys at Law break down what matters most—so you can protect your wishes, support the people you love, and move forward with certainty.

You’ll learn:

  • The essentials: wills, trusts, powers of attorney
  • Smart, tax-aware strategies to safeguard assets and loved ones
  • Common pitfalls—and how to avoid them

Enjoy light bites and conversation, then stay for a guided tour of Oak Trace in motion.

Trailblazers
Welcome.

Chris Deacy Head shot
Chris Deacy, CFP® is the wealth advisor, CERTIFIED FINANCIAL PLANNER™, and the founder of CMD Wealth Partners. Since entering the financial industry in 2002, Chris has dedicated his career to helping individuals and small businesses navigate the complexities of financial planning and investment management.
Abid Sabzali
Abid Sabzali is an Associate in the Estate Planning and Business Services practice areas, focusing his practice principally on advising individuals and families on estate planning objectives and asset protection strategies, in addition to handling matters involving business services.

Details

  • Date:
  • Time: -
  • Event Category: Independent Living Event

Venue

Oak Trace
270 Village Drive, Downers Grove, IL 60516

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Phone: 630-413-9410