Retirement Events

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

Events in February 2024

  • - 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, 2024

    Location: Cooper's Hawk Arlington Heights
    798 W Algonquin Rd, Arlington Heights, IL 60005

    Event starts at 6:00 PM

    Event Details

    • 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 29, 2024

    Location: Cooper's Hawk Arlington Heights
    798 W Algonquin Rd, Arlington Heights, IL 60005

    Event starts at 6:00 PM

    Event Details

    • 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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