News Releases

After Sale Financial Management Topic of Fifth Exit Planning Seminar

NAPERVILLE, Illinois, March 1, 2005 – The last of five Exit Planning Seminars, sponsored by Harris Private Bank and Joseph Associates International, Inc., will be held Friday, March 18, 2005, and will feature financial advisor Eleanor Blayney discussing "After Sale Financial Management."

This five-part series, entitled Securing a Business Owner's Golden Years, has been presented by Harris Private Bank, Joseph Associates International Inc. and Sullivan, Bruyette, Speros & Blayney (SBSB), a part of Harris Private Bank. According to Ron Tuite, Managing Director with Harris Private Bank, this fifth seminar will bring a close to the series that has offered attendees guidance to develop plans to manage the money they make on the sale of their businesses.

"When people sell their businesses, they are likely to get a sum of money that must be managed in a way that will secure the future of the business seller," Tuite said. "Eleanor Blayney is an expert at helping people take their money and realize the financial and personal dreams they may have had since starting their business."

The final seminar, "After Sale Financial Planning," will be held from 7:30 a.m. to 9 a.m. on Friday, March 18, 2005, in the Naperville Area Chamber of Commerce conference room. The presenter is Eleanor Blayney, Managing Director and head of the SBSB-Chicago office. SBSB is a part of Harris Private Bank and provides financial planning and wealth advisory services.

Blayney specializes in financial planning and investment management with an emphasis on cash flow analysis, risk management, retirement and estate planning and portfolio design. She is a graduate of Mount Holyoke College and Cambridge University, UK, and holds an MBA from the University of Chicago.

Seating is limited for the seminar and reservations are preferred. Admission is $35, and course materials and continental breakfast will be provided. This final session will begin at 7:30 a.m. in the NACC conference room, Suite 375, located at 55 S. Main Street in Naperville. To make reservations call (630) 355-6061.

Harris is a trademark used by various financial service providers in the BMO Financial Group, a marketing name used by Bank of Montreal. Banking products and services are provided by Harris N.A. and The Harris Bank N.A. Members FDIC. Insurance and annuities are offered through Harris Bancorp Insurance Services, Inc (HBIS). Securities are provided by Harris Nesbitt Corp (HNC), a registered broker dealer, member NYSE, NASD and SIPC and Harrisdirect LLC, a registered broker dealer, member NASD and SIPC. HBIS, HNC and H arrisdirect are wholly owned subsidiaries of Harris Financial Corp. Products offered by HBIS, HNC and Harrisdirect are Not Insured by the FDIC or any Federal Government Agency, Not a Deposit of or Guaranteed by Any Bank or Bank Affiliate, May Lose Value. The purchase of insurance or an annuity is not a condition on any bank loan or service. Financial planning and investment advisory services are provided by Sullivan, Bruyette, Speros & Blayney, Inc., an SEC registered investment advisor. Family office services are provided by Harris myCFO, Inc. Investment advisory services are also offered by Harris myCFO Investment Advisory Services LLC, an SEC registered investment advisor and a wholly-owned subsidiary of Harris myCFO, Inc. Not all products and services are offered in every state and/or location.