Educational Seminars & Client Events


  • Tue
    15
    Jan
    2019
    6:00 pm626 Busse Highway Park Ridge, IL 60068

    We believe there's evidence pointing towards a major upcoming market downturn. Regardless of whether you agree or disagree, do you know what steps can you take right now to stop a retirement-killing portfolio loss without stuffing your cash into a mattress?

    We invite you to two upcoming seminars at our office which will aim to cover how you can protect yourself from excessive losses in a period of your life when most people’s portfolio can’t afford to take a major hit. With most of us still remembering the 52% losses in the stock market in 2008, most investors are much less eager to revisit such lows again - and this market has the potential to turn into a rout of similar proportions.

     

  • Thu
    24
    Jan
    2019
    12:00 PM, 6:00 PM626 Busse Highway Park Ridge, IL 60068

    We believe there's evidence pointing towards a major upcoming market downturn. Regardless of whether you agree or disagree, do you know what steps can you take right now to stop a retirement-killing portfolio loss without stuffing your cash into a mattress?

    We invite you to two upcoming seminars at our office which will aim to cover how you can protect yourself from excessive losses in a period of your life when most people’s portfolio can’t afford to take a major hit. With most of us still remembering the 52% losses in the stock market in 2008, most investors are much less eager to revisit such lows again - and this market has the potential to turn into a rout of similar proportions.

    There are two time slots for the January 24th seminar. You can choose the time that works best from the reservation link below.

  • Thu
    14
    Mar
    2019
    6:00 pm626 Busse Highway Park Ridge, IL 60068

     

    In today's world, a Will is no longer enough for the protection of your wealth and property. The wealth your children inherit from you may be lost to their creditors, lawsuits, overbearing spouses, divorces, in-laws, or bankruptcies without proper planning. A poorly written plan may disinherit grandchildren when a child dies. Your wealth may go to your in-laws instead of your family. Unexpected taxes might eat into your gift, wiping out much of what you wanted to leave behind. Join us at our office classroom on March 14ᵗʰ to learn what steps you can take right now to safeguard your family from these often unexpected claims to your estate.

    We will cover topics such as:

    • Probate minimization/elimination
    • Keeping your estate plan private
    • Protecting your children's and grandchildren's inheritance from spousal claims
    • Predator, creditor, and IRS protection for your heirs
    • Proper multi-generational legacy planning to preserve inheritance - the way you want it used
    • Using Irrevocable Living Trusts to create tax-free legacy life insurance with your IRA
    • Estate tax reduction

    Our guest lecturer Gregory P Turza, J.D. has 25 years of practice exclusively in the field of Estate Planning and is the author of "Who Took My Inheritance", available on his website at www.legacylaws.com

  • Wed
    15
    May
    2019
    6:30 pm626 Busse Highway Park Ridge, IL 60068

     

     

    Medicare is an often convoluted subject, hidden behind ever-changing laws and politically-fueled agendas. However with expert advice, an optimized Medicare plan can substantially decrease medical spending in retirement, releasing more of your wealth to be used for growth-oriented investing or other retirement goals. Join us Wednesday May 15th to learn how to make the most of Medicare benefits you might not have even know you had!

    Medicare review led by Daniel Bondinell, our resident Medicare expert.  Since 2010, Daniel’s focus has been solely in Medicare planning, and he has built up a considerable knowledge base in Medicare, Medigap, and supplemental policies including drug plans and Advantage plans under Medicare.

  • Tue
    25
    Jun
    2019
    Thu
    27
    Jun
    2019
    6:30 PM - 8:00 PM626 Busse Highway Park Ridge, IL 60068

    TWO DATES AVAILABLE AT REGISTRATION: JUNE 25 OR JUNE 27

    Join us for a light dinner, an educational lecture, and an opportunity to invest with one of our most trusted REIT partners, Blackstone REIT. This event will be open to anyone in our world including any friends and family that you think might benefit from adding this distinguished REIT investment to the growth and income segment of their portfolios.


    Blackstone is the largest real estate investor in the world, and this REIT (BREIT) is their first investment that is available to individual "retail" investors. When we first introduced this investment a year and-a-half ago, we were confident that the massive financial and intellectual backing from Blackstone would make this REIT a winner. Now as of the end of April 2019, BREIT has dominated non-traded REIT sales and grown to a whopping 14 billion dollars in total asset value and a 7.59% inception-to-date return after fees all while maintaining an annualized distribution rate close to the target of 5%

    For anyone unfamiliar with the Blackstone Real Estate Investment Trust, the primary goals of this REIT are current cash flow and long-term growth potential. We believe that the low-fees and performance-based structure of this investment, along with its unique feature of monthly liquidity makes this REIT a solid addition to the portfolios of folks looking for non-stock market investments.

    This investment is available by prospectus only and we will not recommend this asset to your portfolio until we evaluate whether it is appropriate for your specific income situation.

    This is not a guaranteed investment and you can lose money. Prior performance is not a guarantee of future results.
  • Thu
    14
    Nov
    2019
    6:30 PM - 8:00 PM626 Busse Highway Park Ridge, IL 60068

    Join us for a light dinner at our Home Office Classroom for an open dialogue about the unique opportunities of using QLAC annuity contracts. Special focus on RMD reduction. MARRIED COUPLES: we kindly require that you attend with your spouse, as QLAC strategies can profoundly impact both of you in later life. Seating is limited to 30 people only.

     

     

  • Thu
    20
    Feb
    2020
    8:30 AM - 9:30 AMSilver's Bar & Grill 104 Euclid Ave. Park Ridge, IL 60068

     

    MORE EVENT DETAILS ON REGISTRATION PAGE

     

    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
    19
    Mar
    2020
    8:30 AM - 9:30 AMSilver's Bar & Grill 104 Euclid Ave. Park Ridge, IL 60068

     

    MORE EVENT DETAILS ON REGISTRATION PAGE

     

    With the S.E.C.U.R.E. Act essentially handicapping the tax-efficiency of inherited IRAs, much of the recent focus has been on finding replacement strategies for the grantors of such accounts - But what about the side of the family inheriting the IRAs? Unprepared inheritors run the risk of trusting now-outdated assumptions about how those gifted accounts will work and can overlook the benefits of better strategies. Worst case - the unplanned for, accelerated taxes might sabotage the security of their own retirement plan.

    In the above scenario, it is likely that most of the problematic taxes result from the legally-forced rapid spend-down of inherited IRAs - your Required Minimum Distribution (RMD) schedule. While there are a handful of strategies, that can reduce RMDs most revolve around donating IRA money to a qualified charity, gradual Roth conversions (too little too late in this case), 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.

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