As the school year ends, we'll dive into the ABCs of 529 plans and ways to fund the future of your child's learning. Tax Tricks: How 529 plans ace the math test (tax-free growth! Homework Hacks: From textbooks to crayons, what’s covered? Extra Credit: What to do with leftover lunch money?
How is Iran impacting the markets? What's next for the Federal Reserve? Join us for our quarterly Guide to the Markets.
What if two experienced financial advisors sat down, compared notes, and revealed the smartest ideas they’re using with real clients right now? This session brings together some of our most effective ideas and time‑tested concepts for building lasting wealth.
Long term care often prompts a variety of emotions and concerns. We will discuss common misconceptions and myths surrounding long-term care, review the options for covering care costs, and explore strategies to address the potential income gap that may arise. Join us for this complimentary webinar.
Join us for our quarterly "Guide to the Market" webinar, where we will review the latest trends and developments in the stock market and the broader economy. This session is designed to provide you with valuable insights and analysis to help you make informed investment decisions.
Lunch & Learn: The Big Beautiful Bill and Year-End Tax Planning Join us for an insightful webinar as we unpack the latest legislative developments and explore smart tax strategies to close out the year with confidence.
What are the latest economic trends? How has the Fed influenced the markets? What's next? Join us for our quarterly "Guide to the Market" webinar, where we will review the latest trends and developments in the stock market and the broader economy. This session is designed to provide you with valuable insights and analysis to help you make informed investment decisions.
You're invited to a special 1 hour webinar presented by experts from the Social Security Administration. Gain valuable insights and information on understanding Social Security and maximizing its benefits for you and your family. Agenda: Introduction to Social Security Programs Eligibility Criteria and Benefit Calculation Claiming Strategies and Options Q&A Session: Directly Address Your Social Security Queries This webinar is a rare opportunity to hear directly from those who work within the Social Security Administration, providing accurate and reliable information on the various aspects of Social Security. Secure your spot today to gain a better understanding of Social Security benefits, retirement, disability, survivor benefits, and more. This session is an invaluable resource to help you navigate the complexities of Social Security.
We are excited to invite you to our upcoming presentation, "Getting to Know Medicare" . This informative session will provide a guided tour and introduction to Medicare, covering essential topics such as eligibility, enrollment periods, and understanding your Medicare options.
Join us for our 2nd Quarter "Guide to the Market" webinar, where we will review the latest trends and developments in the stock market and the broader economy. This session is designed to provide you with valuable insights and analysis to help you make informed investment decisions.
Join us for a Lunch & Learn where we’ll break down Wills, Trusts, and the secrets to protecting your legacy. ✅ The must-know estate planning essentials ✅ How to avoid family feuds & financial headache ✅ The importance of estate planning for all individuals and families ✅ Wills, trusts, and powers of attorney – understanding your options ✅ How to minimize taxes and protect your assets ✅ Common misconceptions and mistakes to avoid ✅ Surprising stories of estate planning gone wrong (and how to get it right!)
30 minute complimentary webinar to help you understand 520 plans. Using the Illinoi Bright Directions 529 plan, we'll walk you through understanding the ABCs of saving for college.
Join us for the first quarter 2025 "Guide to the Market" webinar, where we will review the latest trends and developments in the stock market and the broader economy. This session is designed to provide you with valuable insights and analysis to help you make informed investment decisions.
Long term care often prompts a variety of emotions and concerns. We will discuss common misconceptions and myths surrounding long-term care, review the options for covering care costs, and explore strategies to address the potential income gap that may arise. Join us for an insightful webinar session on innovative ways to fund long-term care.
How do you protect your online assets? How do you recognize attempts to access your financial accounts? How do you protect yourself online? This session will provide you with practical tips and strategies to enhance your online security and safeguard your sensitive information. We will use real world examples we've seen in at our firm and show you steps to keep your assets protected.