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CEO Finance Consult Manager
Estate Planning Explained at Homer Glen Library 6:30PM
Click Here for More Information Estate Planning Explained covers the estate planning process from beginning to end. We will look closely at the need to plan, the most common planning techniques and the documents
Understanding Social Security at Westmont Library 6:30PM
Click Here for More Information. If you will be collecting Social Security benefits, this presentation will help you understand when to take benefits, working while getting benefits, taxation, and spousal benefits.
Estate Planning Explained at Lisle Library 7:00PM
Click Here to Register. Take the confusion out of estate planning! Learn how to protect your spouse and heirs by looking closely at the need to plan, the most common planning techniques, and the
Understanding Social Security at Plainfield Library 7:00PM
Click Here to Register. Are you or someone you know ready to begin receiving Social Security? Learn how to maximize the benefits you have earned.
Estate Planning Explained at Oak Brook Library
Understanding Social Security at New Lenox Library 7:00PM
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Packing for Retirement at Bolingbrook Park District- Tuesday Classes 6:00 PM
Tuesday, January 20th & 27th from 6:00 -9:00 PM Click Here to Register
Packing for Retirement at Downers Grove Library – Wednesday Classes 6:00PM
Registration will open in September. This is a two-part class, you must attend both classes. Wednesday, October 14th & 21st from 6:00PM – 9:00PM
Packing for Retirement at Elmhurst Park District – Saturday Classes 9:00AM
Registration will open the first week of September. This is a two-part class, you must attend both classes: Saturday, September 26th & October 3rd from 9:00am – 12:00pm