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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, and helping to protect and grow their wealth.  If you have any suggestions on other events we can hold, sponsor, or host, please give us a call, we’ll be happy to add them to our list.


4-Federal Retirement Impact Workshop

October 25, 2019 8:30a - 4:00p Central Standard Time

DePaul University

Helping Federal Employees Understand the Financial Impact of Retirement Decisions.


[ Jan 15 & 17, Feb 20 & 21 ]-Properly Use "Retirement Plan Assets" - Ruth's Chris. [ Apr 22 & 23 ]-Social Security: 7 Keys to Enhancing Your Benefits - Ruth's Chris. [ Mar, 29 ]-(2018) Tax Cuts and Jobs Act (Class) - DePaul University. [ May 16, Aug 13, and Oct 25 ]-Federal Retirement Impact Workshop - DePaul University. [ May, 23 ]-10 Myths about 529 College Plans - Morton's Steakhouse. [ Jun, 26 ]-Understanding Private Equity - Morton's (by personal invite) [ Jul, 10 ]-Behavioral Biases in Investing. [ Jul, 24 ]-Long Term Care (LTC) Options.

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