Broker Check

WMWM Wealth Protection Series [ Intro ]

WMWM Wealth Protection Series [ Intro ]

Wednesday, April 08, 2020

11:00a - 1:00p CST

West Madison Wealth Management

West Madison Wealth Management

200 W Madison Street
11th Floor Conference Room
Chicago, IL 60606
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Please check-in at the front desk & we'll see you on the 11th floor.


Event Details

  • Attendance is free-of-charge
  • This class limited to 25 participants
  • Light lunch from "The Corner Bakery" will be served

Frequently asked questions:

Q: Is there a fee for this event?
     A: No the event is free

Q: Can I bring a friend with me?
     A: Sure everyone is welcome, just register them so they have access to the building. 

Q: Will this event be offered again in the future?
     A: Possibly, the best thing to do is to check for future events & register ahead of time, since space is limited based on the available venue.

Q:  Are you trying to sell me something?
     A: No, we offer events because we believe it is our duty to help and support the communities we serve.  It is our way of "Paying it Forward" and saying "Thank you!"

This workshop will offer:

West Madison Wealth Management
Wealth Protection Series

[ Introduction ]
In this session, we'll share with you what is coming up in the next 4 weeks, and ask you what else you'd like us to talk about, or if there is something particular you'd like us to include.

[ Session 1: Insurance ]
What are the 3 biggest mistakes people make with insurance?
We will begin with the Role of insurance in Wealth Protection, examine why some types of insurance are mandatory while others are optional, and specifically what assets need to be protected, and what is the exposure if there are not. We will also briefly cover the expanded uses of insurance strategies to protect, grow, generate, and transfer wealth. 

[ Session 2: Trusts ]
What are the 3 biggest mistakes people make when it comes to trusts?
What is a Trust? What do they really do? Who really needs them? and what is the role they play in Wealth Protection and Legacy Planning?

[ Session 3: Protection with Financial Products ]
We will explore 3 of the existing Financial Products and what are their features, and who has access to them, and how.  
[ Session 4: Recession Anyone? - Quick Market Update ] 
What are the 3 things to keep in mind, which may signal a recession? We'll invite subject matter experts to give us a market update, what they see on the horizon, what are the market signals they are paying attention to and what keeps them up at night!


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