Surprises

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Upcoming Events

Helping Federal Employees Understand the Financial Impact of Retirement Decisions.
October 25, 2019
8:30a - 4:00p

[ 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.
December 30, 2019

Office:	(312) 262-1615
Mobile:	(847) 922-7895
Fax:	(312) 873-4169