Knowledge Center

Events

September 9, 2021

BDF’s Julie Bucaro with guests Dr. Carolyn Friend, Co-Founder of Inheriting Wisdom, and Deb Knupp, Managing Director of Growth Play, presented Launching Happy & Independent Children and Grandchildren a webinar on navigating family and money.

September 2, 2021

Join Justin Peacock in his conversation with leadership coach, Rita Hyland, on how to find balance and keep going when the going gets tough.

July 15, 2021

Navigating the complexities of stock-based compensation is never easy. Watch the webinar below where Gary Pattengale, BDF’s executive compensation specialist, explains the differences in risk and taxation of stock options versus restricted stock, and also some full life considerations of equity compensation.

June 29, 2021

Chad Carlson participated in a fireside chat with PIMCO discussing Biden’s Tax Plan and Implications for RIAs.

June 17, 2021

Breanna Coffey moderates as Drew Gibbons introduces our Impact Investing platform. You can watch the webinar event below:

June 4, 2021

Justin Peacock talks with Jeremy Dubow of NDH in their video podcast about President Biden’s latest tax change proposals.

May 5, 2021

Justin Peacock and Mark Hancock of The Glenmore Group share the Lessons in Leadership and Growth in their video podcast.

May 4, 2021

Listen in at The COO Roundtable as Matt Sonnen (PFI Advisors), Susan Korin (BDF) and Gina Bradley (The Colony Group) discuss  the many areas a COO impacts their firm, how the COO manages people vs. infrastructure, and much more.

April 20, 2021

Anthony Dinverno moderates this webinar event as cybersecurity experts Adam Mosley and Paul Ewing from Charles Schwab take a deep dive into the world of cybercrime.  You can view it here:

April 15, 2021

Justin Peacock and Fred Tannenbaum of Gould & Ratner discuss in their video podcast the current landscape for Private Equity and Venture Capital. Click on the image to watch the conversation.

April 2, 2021

Chad Carlson participated on the panel of BlackRock’s event “M&A Then And Now – How Should RIAs Think About The Market?”

Click to watch the full event.

February 25, 2021

Justin Peacock had a conversation with Brian Gilbert of Gould & Ratner about current trends in middle-market mergers and acquisitions. You can watch the video podcast by clicking on the image.

February 23, 2021

Listen in as Matt Foltz joins WGN Radio 720 to talk about what we need to know as the 2021 tax season begins. You can hear Matt starting at marker 5:15.

January 21, 2021

Darryl Newman co-hosted a Zoom event titled “Investing in your Financial Health During Covid-19 and Beyond” at the Wilmette Public Library.

November 12, 2020

Breanna Coffey moderates a discussion of Philanthropic Planning for a Bigger Impact with Betsy Brill and John LaFleur of Strategic Philanthropy, Ltd. Watch the webinar below:

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.