Whether it’s keeping up with trends or discussing some other topic, our firm is dedicated to providing sound information to our clients. Along the way, we like to have some fun, too. If any of the events below look interesting, please give us a call. We’ll be happy to add you to our guest list.
You are under no obligation to use the services of any of the entities shown, and may choose any qualified professional to any of the services described below. These entities and their services are not affiliated with LPL Financial and Twenty Two Wealth Management.
Various tickets to see the Chicago Cubs will be available throughout the baseball season. We will notify you when tickets become available.
August 29, 2019 6:00p - 8:00p Central Standard Time
Craft Beer & Money Matters - Rooftop Happy Hour! Thursday, August 29 , 2019 - 6pm to 8pm Casa De Maddie - ROOFTOP! 900 S. Clark Street Chicago, IL 60605 This presentation is in Chicago… South Loop. This is a perfect event for someone that works or lives in the city! The focus is Craft Beer and Financial Literacy. Here’s the plan: Fundamentals of budgeting, cash flow, investing, insurance. Did I mention we will have craft beer? Learn the top 5 money tricks to staying ahead! Learn the best temperature to serve beer. Learn the top 3 steps to Achieving your Financial Goals. Learn which hops are hop-ier! Seating is limited. Bring a friend. Great South Loop location (Clark & Roosevelt). Rooftop room with great city view. Stay tuned on parking. Craft beer & Pizza provided.
September 5, 2019 3:00p - 7:00p Central Standard Time
If you happen to be going to the Chicago Bears Home Opener, come join our tailgate and enjoy some food, fun, drinks, and an occasional celebrity. Try to make this event - Loads of fun!!
September 26, 2019 3:30p - 4:30p Central Standard Time
Social Security Webinar “You can never be too early or too late when it comes time to planning for retirement. There are many factors to consider when making decision and one of them is Social Security. Attend this free webinar to learn just how easy it can be to work with Social Security, to navigate their planning resources, get your questions answered and utilize the online tools to ensure you make the right decision. This webinar will provide details on the retirement, spouse’s and survivors benefits as well as provide an overview of Medicare. Our Social Security presenter has been with the agency for over 14 years and has vast experience conducting outreach education and training. Take the next step in planning for your future by attending this free interactive webinar provided by a Social Security employee. Of course, John will be on the webinar too! INVITES WILL BE EMAILED IN THE NEAR FUTURE.
Roth Conversion & Craft Beer - Oct 2019: Should you convert your Traditional IRA to a Roth IRA? Why not? The Roth is tax-free. The Roth is not subject to Required Minimum Distributions. Pay tax now… then watch your Roth grow and grow… and never pay taxes… Sounds SIMPLE, right? Of course it’s not. Many different factors make this decision different for everyone. We will be discussing the different parts of the conversion to see if it makes sense for you. We will also have a local CPA on hand to answer some of the tax issues. It’s complicated. It may make sense to do this sooner rather than later. Craft Beer provided. INVITES WILL BE EMAILED IN THE NEAR FUTURE.