Retirement Events

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Retirement Events

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Events in May 2023

WEALTH MANAGEMENT GROUP EVENTS

Events in May 2023

Category: Workshop 6:00 pm: Managing Your Wealth In The New Economy

Category: Workshop 6:00 pm: Managing Your Wealth In The New Economy

6:00 pm: Managing Your Wealth In The New Economy

6:00 pm: Managing Your Wealth In The New Economy

6:00 pm: Managing Your Wealth In The New Economy

6:00 pm: Managing Your Wealth In The New Economy

Find out where the next Wealth Management Group event is taking place in your area.

INVERNESS:

1605 Colonial Parkway
Inverness, IL 60067

Phone: (847) 907-9600

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DOWNERS GROVE:

2001 Butterfield Rd. Suite 160,
Downers Grove, IL 60515

Phone: (630) 963-9220

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Securities offered through LPL Financial, Member FINRA/ SIPC. Investment advice offered through Wealth Management Group, a registered investment advisor and separate entity from LPL Financial.

Disclosure: The information, suggestions, and recommendations included in this material is for informational purposes only and cannot be relied upon for any financial, legal, tax, accounting, or insurance purposes. Wealth Management Group will not be held responsible for any detrimental reliance you place on this information. It is agreed that use of this information shall be on an “as is” basis and entirely at your own risk.

9 6:00 pm: Managing Your Wealth In The New Economy 6:00 pm: Managing Your Wealth In The New Economy 6:00 pm May 9, 2023 Date: Tuesday, May 9th, 2023 or Wednesday, May 10th, 2023 Time: 6:00 PM Central Time Location: Makray Memorial Golf Club - 1010 S. Northwest Highway, Barrington, IL 60010 What you need to start doing now prior to the expiration of the Tax Cut and Jobs Act What 87,000 new IRS agents means to you, your family and your finances Positioning your portfolio from the bursting of the “Bond Market Bubble” Low volatility investment strategies without using an annuity You’ve worked hard to protect your children and grandchildren, are they protecting themselves? The three pillars of managing successful retirement income under the New Tax Code How the SECURE ACT 2.0 changes retirement and estate planning Click to Register for this Event. More

10 6:00 pm: Managing Your Wealth In The New Economy 6:00 pm: Managing Your Wealth In The New Economy 6:00 pm May 10, 2023 Date: Tuesday, May 9th, 2023 or Wednesday, May 10th, 2023 Time: 6:00 PM Central Time Location: Makray Memorial Golf Club - 1010 S. Northwest Highway, Barrington, IL 60010 What you need to start doing now prior to the expiration of the Tax Cut and Jobs Act What 87,000 new IRS agents means to you, your family and your finances Positioning your portfolio from the bursting of the “Bond Market Bubble” Low volatility investment strategies without using an annuity You’ve worked hard to protect your children and grandchildren, are they protecting themselves? The three pillars of managing successful retirement income under the New Tax Code How the SECURE ACT 2.0 changes retirement and estate planning Click to Register for this Event. More