FREE Financial & Estate Planning Retirement Workshop

FREE Financial & Estate Planning Retirement Workshop

I have partnered with Scott Sirens from Sierens Financial Group and we will be hosting two financial and estate planning retirement workshops on Monday, April 24th and Wednesday, April 26th.  The workshop will be a comprehensive two-hour presentation covering everything from financial planning in retirement through common estate planning techniques.  Please come out to this free event for an informative time. Reservations are required and please call us to reserve a spot at (847) 714-2866 or Sierens Financial at (847) 235-6989. Details are below but you may always contact us with any questions. Monday, April 24th 1pm-3pm Bartlett Community Center – Program Room #3 700 S. Bartlett Road Bartlett, IL  60103 Wednesday, April 26th 10am-12pm Park Place Family Recreation Center – West Meeting Room 550 S. Park Blvd. Streamwood, IL ...
Upcoming Retirement Workshops

Upcoming Retirement Workshops

Calling all retirees!!  I have partnered with Scott Sirens from Sierens Financial Group and will be speaking at two retirement workshops on Monday March 27th and Wednesday March 29th.  The workshop will be a comprehensive two hour presentation covering everything from financial planning in retirement through common estate planning techniques.  Please come out to this free event for an informative time.  Details are below but you may always contact us with any questions. Monday March 27, 2017 1pm-3pm Geneva History Museum 113 S. Third St Geneva, IL  60134 Wednesday March 29, 2017 10am-12pm(noon) Hickory Knolls Discovery Center 3795 Campton Hills Rd St. Charles, IL ...