Events
Whether it is keeping up with trends or discussing new topics, we believe it is our duty to offer sound and valuable information to our clients and the communities we serve, which will help to protect and grow their wealth. If you have any suggestions on other events we can hold, sponsor, or host, please let us know, we’ll be happy to add them to our list.
Upcoming Events
3-Federal Retirement Impact Workshop
August 13, 2020 8:30a - 4:00p Central Standard Time
DePaul University
Helping Federal Employees Understand the Financial Impact of Retirement Decisions
4-Federal Retirement Impact Workshop
October 15, 2020 8:30a - 4:00p Central Standard Time
DePaul University
Helping Federal Employees Understand the Financial Impact of Retirement Decisions.
Past Events
2-Federal Retirement Impact Workshop
May 14, 2020 8:30a - 4:00p Central Standard Time
DePaul University
Helping Federal Employees Understand the Financial Impact of Retirement Decisions
WMWM Wealth Protection Series [ 4: Recession? ] EVENT CANCELLED
May 4, 2020 11:00a - 1:00p Central Standard Time
West Madison Wealth Management
Helping our community choose Retirement Options and make good Decisions.
WMWM Wealth Protection Series [ 3: Tools ] EVENT CANCELLED
April 29, 2020 11:00a - 1:00p Central Standard Time
West Madison Wealth Management
Helping our community choose Retirement Options and make good Decisions.
WMWM Wealth Protection Series [ 2: Trusts ] EVENT CANCELLED
April 22, 2020 11:30a - 1:30p Central Standard Time
West Madison Wealth Management
Helping our community choose Retirement Options and make good Decisions.
WMWM Wealth Protection Series [ 1: Insurance ] EVENT CANCELLED
April 17, 2020 11:00a - 1:00p Central Standard Time
West Madison Wealth Management
Helping our community choose Retirement Options and make good Decisions.
WMWM Wealth Protection Series [ Intro ] EVENT CANCELLED
April 8, 2020 11:00a - 1:00p Central Standard Time
West Madison Wealth Management
Helping our community choose Retirement Options and make good Decisions.
What is the new SECURE Act? (4/1) [ Event CANCELLED ]
April 1, 2020 11:30a - 1:00p Central Standard Time
West Madison Wealth Management
Helping our community choose Retirement Options and make good Decisions.
TSP New Updates & What's Coming (3/26) [ Event CANCELLED ]
March 26, 2020 11:30a - 1:00p Central Standard Time
West Madison Wealth Management
Helping Federal Employees with their Benefits and Retirement Options.
Long Term Care (LTC) Options [ Event CANCELLED ]
March 25, 2020 11:30a - 1:00p Central Standard Time
Petterino's Restaurant
Helping our community choose Retirement Options and make good Decisions.
1-Federal Retirement Impact Workshop
March 11, 2020 8:30a - 4:00p Central Standard Time
DePaul University
Helping Federal Employees Understand the Financial Impact of Retirement Decisions
What is an IUL? How are People Using Today, in this Market?
March 4, 2020 11:30a - 1:00p Central Standard Time
West Madison Wealth Management
Helping our community choose Retirement Options and make good Decisions.
What is the new SECURE Act?
February 19, 2020 11:30a - 1:00p Central Standard Time
West Madison Wealth Management
[ Event FULL - We'll find Larger Venue for next time ] Helping our community choose Retirement Options and make good Decisions.
TSP New Updates & What's Coming
January 29, 2020 11:30a - 1:00p Central Standard Time
West Madison Wealth Management
[ Event FULL ] Helping Federal Employees with their Retirement Benefits and Options.
10/25/2019-Federal Retirement Impact Workshop
October 22, 2019 8:30a - 4:30p Central Standard Time
DePaul University
Helping Federal Employees Understand the Financial Impact of Retirement Decisions.
College Funding Options [ Event CANCELLED ]
August 18, 2019 - March 18, 2020 11:30a - 1:00p Central Standard Time
West Madison Wealth Management
Helping our community choose Retirement Options and make good Decisions.
08/13/2019-Federal Retirement Impact Workshop
August 13, 2019 8:30a - 4:30p Central Standard Time
DePaul University
Helping Federal Employees Understand the Financial Impact of Retirement Decisions.
Long Term Care (LTC) Options
July 24, 2019 6:00p - 8:00p Central Standard Time
(TBA & To be Rescheduled base on compliance approval)
Explore the current options and benefits of LTC, and what other alternatives may be used and when.
Behavioral Biases in Investing
July 10, 2019 5:00p - 7:00p Central Standard Time
Rivers (TBA & To be Rescheduled base on compliance approval)
Learn the impact our internal wiring has on our investment decisions; and why our own actions may work against us.
What is Private Equity? Is it for me?
June 26, 2019 11:30a - 1:00p Central Standard Time
Morton's The Steakhouse
Understanding Private Equity for Accredited Investors. Benefits and Drawbacks, What is it? Can I participate? Does it make sense for me? As an Accredited Investor, you are welcome to come and learn more about it! (by personal invite only)
(2018) Tax Cuts and Jobs Act (FULL)
May 29, 2019 6:30p - 8:30p Central Standard Time
DePaul University
Tax Cuts and Jobs Act: How Will You Be Affected? ( THIS CLASS IS FULL )
10 Myths about 529 College Savings(FULL)
May 23, 2019 11:30a - 1:00p Central Standard Time
Morton's Steakhouse
(EVENT FULL - WAIT LIST ONLY) What are the Myths? What are the basic and Advanced 529 Strategies? When is the best time to start? How to manage them as part of growing or large estate and as a part of your legacy planning? 529 plans can become an Educational Legacy for generations to come.
05/16/2019-Federal Retirement Impact Workshop
May 16, 2019 8:30a - 4:30p Central Standard Time
DePaul University
Helping Federal Employees Understand the Financial Impact of Retirement Decisions.
If you are planning to retire within the next 15, this is for you! We will discuss many critical topics such as when is the right time to claim your benefits, tax implications, Spousal, Divorce, Survivor benefits, Medicare, and much more.
If you are planning to retire within the next 15, this is for you! We will discuss many critical topics such as when is the right time to claim your benefits, tax implications, Spousal, Divorce, Survivor benefits, Medicare, and much more.
2-Properly Use "Retirement Plan Assets"
February 21, 2019 6:30p - 8:00p Central Standard Time
Ruth's Chris Steakhouse
Learn strategies to maximize your retirement income while avoiding costly mistakes.
1-Properly Use "Retirement Plan Assets"
February 20, 2019 6:30p - 8:00p Central Standard Time
Ruth's Chris Steakhouse
Learn strategies to maximize your retirement income while avoiding costly mistakes.
11/15/2018-Federal Retirement Impact Workshop
November 15, 2018 8:30a - 4:00p Central Standard Time
DePaul University
Helping Federal Employees Understand the Financial Impact of Retirement Decisions.
09/07/218-Federal Retirement Impact Workshop
September 7, 2018 7:00p - 8:00p Central Standard Time
DePaul University
Helping Federal Employees Understand the Financial Impact of Retirement Decisions.
Social Security & Retirement Planning
February 24, 2018 10:00a - 11:00a Alaskan Standard Time
Social Security & Retirement Planning Workshop
Social Security & Retirement Planning
February 17, 2018 10:00a - 11:00a Central Standard Time
Social Security & Retirement Planning Workshop
Make sure your dream home doesn't become a nightmare!
It's a perfect time to update your LinkedIn or Company's Website Headshot!
How to Create Tax Free Cash Flow
November 15, 2017 12:00p - 1:00p Central Standard Time
(EVENT CANCELED THIS MONTH) 2100 Board Room
Exploring Alternative Ways to Generate Tax Free Cash Flow for Retirement
Allianz "Women Money and Power" seminar
September 27, 2017 12:00p - 1:00p Central Standard Time
Large Conference Room
Take Control of Your Financial Future
7 Keys to Enhancing your Social Security
August 23, 2017 12:00p - 1:00p Central Standard Time
Large Executive Conference Room
Social Security - 7 Keys to Enhancing your benefits: Social Security continues to play a critical role in a retirement strategy, is your strategy taking full advantage of what Social Security offers? I can help. Together, let's rethink your retirement.