2022 Events

Let’s say goodbye to Covid-19 and say hello to Novid-22!  Come join us for drinks and appetizers for our first event of 2022.  No agenda!  Stay close together.  Stay far apart.   Do what makes you comfortable.  Trying to have some professionals in attendance – CPA, Attorney, Financial Planners, & “maybe” a retired Chicago Weatherman!  Our event will be at our favorite dining establishment – LaBarra in Oakbrook.  Join us & bring a friend!  More details coming by email.

Social Security is a staple of American retirement, but it is not a given.  We will be covering the Basics of Social Security, how & when to collect, important timelines, & maximizing your benefits.  We will be working with our local Social Security associate to help make this presentation available to you.  Send us your questions prior to the webinar – we will be sure to get your benefit questions answered.  More details coming by email.

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

Have you logged into our Client Experience website called CX?  Did you know it is available?  Did you know you can see current values of your investments and performance figures?   Do you know about the secret “waffle”?  Do you want old statements or tax forms?  Join Alec Kozuch for a brief webinar training presentation of the CX website.  Many useful things to learn from our Client Experience (CX) website. Invitations will be sent to you via email.

Two Webinar Session – Wednesday May 18 – 12pm & 5pm

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

Don’t miss this event… it’s turning into a summer classic!  This event will be at The Racoon Lodge (John’s house) in Homer Glen.  If you’re Polish, if you wish you were  Polish, or if you know a Polish joke… then join us for a great south side Polish Night.  Some wonderful Polish appetizers will be provided.  Our musical guest might be Tony Paliga and the Paliga Polkadots.  I will be in charge of all the Polish jokes – we certainly don’t want to offend!   Located in Homer Glen.  Please join us & bring a Polish friend!  More details coming by email.

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

Our Fall & Winter events are in the early planning stages.  Some of the upcoming events are Roth IRA Conversion AGAIN, Tax Night, Our Portfolio Management team webinar, a Cubs/White Sox World Series, Mecum Auto Auction, Chicago Bears Tailgate, etc etc