WMC oct 28, 2018

Upcoming 2021 Events

Whether it’s summertime on our deck or speaking in a classroom, we enjoy making memories with clients, guests and beyond. Thank you to everyone who takes part in these memories.

August 2021 – Cub tickets – Sox tickets

Various tickets will be available during the month of August.  Look for more information in a future email.

Saturday, August 14, 2021 – 8am – Stan’s Donut 5K – Montrose Harbor

This is not a company sponsored event but… a group of us are going. 5K run (or walk) will start at Montrose Harbor – 601 W. Montrose Avenue – Chicago, IL 60613 at 8am. If you are not a runner, come join for some post‐race fun… we are still planning that… we might end up in Greektown post‐race! Sign up for the race at www.donut5k.com

September 2021 – Cub tickets – Sox tickets

Various tickets will be available during the month of September. Look for more information in a future email

Wednesday, September 15, 2021 – 4:30-6pm – Legal Night – Wills & Trusts – LaBarra Oakbrook

Do you need a will? Should you have a trust? How can you avoid probate? When were your legal documents last updated? Is it a good idea to get Power of Attorney Documents? We are going to spend our time together answering these questions and many more. We will have an attorney available for this presentation. This is an important topic that most people avoid! This event will be at LaBarra in Oakbrook. Join us & bring a friend! More details coming by email.

Sunday, September 19, 2021 – Chicago Bear vs Cincinnati Bengals – TAILGATE!! – 8am – Soldier Field

We will be hosting our Chicago Bear Tailgate at Soldier Field on most home games. Feel free to join us! We will have plenty to eat & drink… Look for more information in a future email

Sunday, October 3, 2021 – Chicago Bear vs Detroit Lions – TAILGATE!! – 8am – Soldier Field

We will be hosting our Chicago Bear Tailgate at Soldier Field on most home games. Feel free to join us! We will have plenty to eat & drink… Look for more information in a future email

POSTPONED – Thursday, October 14, 2021 – 4:30-6pm – Tax Night – LaBarra Oakbrook

We plan on covering several different tax topics with this workshop. Roth Conversions, Avoid Biggest Tax Mistakes, Strategies to implement before the end of the year, and many more. We will have a CPA available for this presentation. Take a few minutes to attend this workshop – it could be worth it $$. This event will be at LaBarra in Oakbrook. Join us & bring a friend! More details coming by email.

Saturday, October 23, 2021 – 12-noon – Mecum Auto Auction – Schaumburg

We are in the early stages of planning a Client Appreciation Event which would be held at the Mecum Auto Auction in Schaumburg.  Join us & bring a friend!  More details will be forwarded as we continue planning this event.

 

For a comprehensive review of your personal situation, always consult with a tax or legal advisor. Neither Cetera Advisor Networks LLC nor any of its representatives may give legal or tax advice.