What You’ll Learn
We’re going to show you what you need to be doing now to protect your home, assets, and family from predators.
We’ll explain the documents that safeguard everything that you’ve worked hard for, so you can make informed decisions for you and your loved ones.
We even explain how tax and financial planning can help you keep what you’ve earned and grow your retirement wealth – something your accountant can’t do.
Location
Address
Show on mapWhitetail Ridge Golf Club
Terrace Room
7671 Clubhouse Drive
Yorkville, IL 60560
Dates
October 20, 2026
- 1:30 PM
October 20, 2026
- 6:00 PM
October 21, 2026
- 10:30 AM
October 21, 2026
- 1:30 PM
All times are listed in Central Standard Time
What to Expect
- No pressure—just helpful information you can use however works best for you.
- A practical 1-2 hour session designed around your questions and concerns.
- After you register, we’ll give you a quick call to confirm your spot and send a follow-up email with all the details.
- The day before the workshop, we’ll send a gentle reminder so it’s fresh on your mind.
Title
Estate Planning Attorney
Education
DePaul University College of Law
Bio
Sergio is the managing attorney at Oath in Joliet, Illinois, and practices in the areas of estate planning and trust administration. Sergio obtained his undergraduate degree from Southern Illinois University in Carbondale and his law degree from DePaul University College of Law in Chicago. In his free time, Sergio enjoys playing soccer with his friends, video games with his brother, and spending time with his wife and daughter.