Herr Capital Management Events

Join us for a Lunch & Learn where we’ll break down Wills, Trusts, and the secrets to protecting your legacy. ✅ The must-know estate planning essentials ✅ How to avoid family feuds & financial headache ✅ The importance of estate planning for all individuals and families ✅ Wills, trusts, and powers of attorney – understanding your options ✅ How to minimize taxes and protect your assets ✅ Common misconceptions and mistakes to avoid ✅ Surprising stories of estate planning gone wrong (and how to get it right!)

30 minute complimentary webinar to help you understand 520 plans. Using the Illinoi Bright Directions 529 plan, we'll walk you through understanding the ABCs of saving for college.

Join us for the first quarter 2025 "Guide to the Market" webinar, where we will review the latest trends and developments in the stock market and the broader economy. This session is designed to provide you with valuable insights and analysis to help you make informed investment decisions.