Knowledge Center

Events

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.