Educational Seminars & Client Events

  • Thu
    8:30 AM - 9:30 AMSilver's Bar & Grill 104 Euclid Ave. Park Ridge, IL 60068




    The "Setting Every Community Up for Retirement Enhancement Act" (S.E.C.U.R.E. Act) has the potential to be one of the most impacting changes to the world of Financial Planning in the last two decades. It changes laws that relate to Retirement Account Contributions, Taxation, Inheritance, Income planning, RMD Requirements, and Charitable Donations. These complex revisions might possibly lead to further shifts in the treatment of IRAs and 401(k)s - influencing the future of Retirement Planning in as of yet unseen ways.

    We are most concerned about The SECURE Act's changes to inherited IRAs (including Roths) which could ruin your chances at leaving a Legacy for your children and grandchildren. The same concern also applies to any IRAs you might soon inherit from your family, which could potentially make a  huge tax impact on financial plans just like yours for decades to come.

    Fortunately, we believe that there are clear solutions to the challenges presented by The SECURE Act - but they must be implemented  proactively. We don't want you to be caught off-guard by changing laws or missed opportunities. This February 20th breakfast lecture will cover the key impacts of The SECURE Act and how you can adjust your financial plan to either avoid them, or even use some of these changes to your advantage.

  • Thu
    8:30 AM - 9:30 AMSilver's Bar & Grill 104 Euclid Ave. Park Ridge, IL 60068




    Problematic taxes result can from the legally-forced spend-down of inherited IRAs - Required Minimum Distributions (RMDs). While there are a handful of strategies, that can reduce RMDs most revolve around donating IRA money to a qualified charity, gradual Roth conversions (a solution that is sometimes "too little too late".), or even delaying your own retirement.

    Enter the Qualified Longevity Annuity Contract (QLAC).  These game-changing products can allow you to defer distribution of a certain sum inside a Traditional IRA. The amount you set aside becomes immediately exempt from calculations of your current RMDs. The removed IRA funds then become the basis of an insured income stream that can be deferred all the way to age 85, if needed. This is potentially a powerful tool if used properly, especially by those who have to deal with unplanned large RMDs! To learn about the QLACs' power of flexibility in tax and income planning, please join us for breakfast on March 19th.

  • Tue
    1:00 pm

    Focused on Covered Call Writing for stock market growth potential, current income and downside risk reduction,  as offered through Capital Wealth Planning, LLC (CWP), a third party money manager that we have had the pleasure of working very closing with. CWP's flagship strategy is designed to increase the income generated from a "blue-chip" common stock portfolio while taking steps to reduce risk at the same time. Other benefits include daily valuation and daily liquidity. All of our clients' CWP accounts are held at Charles Schwab and Company, so that trades are executed at low ticket costs.

    Our presenter will be Kevin Simpson, CEO of Capital Wealth Planning. Tuesday April 14. 1:00 pm.

    Hosted Online In The PFS Virtual Meeting Room -

    You can always join our web meetings at the address below
    Accessible from any computer, tablet or smartphone.

    You can also dial in using your phone, for audio-only.
    United States: +1 (646) 749-3122
    Access Code: 308-086-781 (followed by #)