Retirement Events

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

Events in February 2023

  • - Managing Your Wealth In The New Economy
    Managing Your Wealth In The New Economy

    Category: Workshop Managing Your Wealth In The New Economy


    February 7, 2023

    Date: Tuesday, February 7th, 2023 and Thursday, February 9th, 2023
    Time: 6:00 PM Central Time
    Location: Cooper's Hawk Winery & Restaurant - 798 W Algonquin Rd, Arlington Heights, IL 60005

    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.

  • - Managing Your Wealth In The New Economy
    Managing Your Wealth In The New Economy

    Category: Workshop Managing Your Wealth In The New Economy


    February 9, 2023

    Date: Tuesday, February 7th, 2023 and Thursday, February 9th, 2023
    Time: 6:00 PM Central Time
    Location: Cooper's Hawk Winery & Restaurant - 798 W Algonquin Rd, Arlington Heights, IL 60005

    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.

  • - Managing Your Wealth In The New Economy
    Managing Your Wealth In The New Economy

    Category: Workshop Managing Your Wealth In The New Economy


    February 28, 2023

    Date: Tuesday, February 28th, 2023
    Time: 6:00 PM Central Time
    Location: Chicago Prime Italian - 700 N Meacham Rd, Schaumburg, IL 60173

    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.

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