May 1, 2020
Kristina Caragiulo and Nick Cosky joined Debra Kissen, Ph.D., MHSA in a webinar presented by Anxiety and Depression Association of America with some practical tips on navigating your financial concerns during challenging times, and how to cope with worries and fears about finances during the COVID-19 pandemic. You can watch the webinar here.
March 25, 2020
Matt Foltz met with Julie Cooling, Founder & CEO of the RIA Channel at the TDA LINC conference to discuss his firm’s specialized approach to wealth management and client experience. You can view the interview here.
March 3, 2020
Chad Carlson discusses what investors should focus on in 2020. Listen to the podcast on Mission Matters Money: Player: Mission Matters Money
February 20, 2020
Jim King presented “The 4 Cs to Chart an Agency Owner’s Future” to MAHU (Minnesota Association of Health Underwriters).
November 13, 2019
Susan Korin participated on a panel at the Investment News Top Advisory Summit speaking about What Makes an Advisory Firm a “Best Place to Work”.
November 12, 2019
Chad Carlson shares insight on how BDF helps clients enjoy a Full Life. Listen to the podcast on Money Matters Top Tips:
Player: Money Matters Top Tips to Success
iTunes: Money Matters Top Tips to Success
Spotify: Money Matters Top Tips to Success
September 25, 2019
Heather Locus participated on a panel at Schwab’s Women’s Leadership Event sharing ideas about how to create a thriving business and personal life.
May 14, 2019
Heather Locus joined Envision Wealth Planning, Inc. on a panel discussing issues that must be considered when divorcing near retirement at the InvestmentNews Retirement Income Summit in Chicago.
February 28, 2019
Nick Cosky presented “Will I Run Out of Money” at Charles Schwab in Orland Park.
January 16, 2019
Chad Carlson presented in a webinar for S&P Dow Jones Indices titled “Sizing Up Your Style Strategies”.
January 10, 2019
Heather Locus presented “Divorce and Dollars” to Chuhak & Tecson P.C. Attorneys at Law.
October 18-20, 2018
Heather Locus presented at the “Association of Divorce Financial Planners 2018 United Catalyst Conference” in San Diego, CA. Topics like modern solutions for divorce and family professionals were discussed.
October 18, 2018
Jim King presented at Live Oak Bank where he discussed the “Four Critical Questions to Consider” when an insurance agency owner is looking to sell.
October 16, 2018
Matt Kocanda participated on a panel “Generation Next: How Will Our Industry Pivot to Meet the Needs of Younger Investors?” at the Money Management Institute Conference in Dallas, Texas.
October 14, 2018
Heather Locus participated in sponsoring the “Festival in the Park” that took place at the Mallinckrodt Park in Wilmette, IL. This event supports efforts to raise money to educate, prevent and end domestic violence through the Allstate Foundation’s Purple Purse Challenge.
September 6, 2018
Heather Locus presented “Financial Tips for Successful Women in Uncertain Times” at Charles Schwab in Lincoln Park.
August 9, 2018
Heather Locus helped sponsor The Divorce University ™ given by the Lilac Tree. This conference focuses on the legal, financial and emotional aspects of divorce in Illinois.
April 17-18, 2018
Jim King presented “Preparing for Life After the Deal’ at the Benefits Pro Broker Expo in San Diego, CA.
March 21, 2018
Heather Locus presented “Divorce and Dollars” at Beerman LLP.
March 4, 2018
Heather Locus helped sponsor The Divorce University ™ given by the Lilac Tree. This conference focuses on the legal, financial and emotional aspects of divorce in Illinois.