Retirement Events
Find out where the next Wealth Management Group event is taking place in your area.
Events in February 2023
February 7, 2023 - Managing Your Wealth In The New Economy
Managing Your Wealth In The New Economy
February 7, 2023Date: 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 60005What 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
February 9, 2023 - Managing Your Wealth In The New Economy
Managing Your Wealth In The New Economy
February 9, 2023Date: 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 60005What 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
February 28, 2023 - Managing Your Wealth In The New Economy
Managing Your Wealth In The New Economy
February 28, 2023Date: Tuesday, February 28th, 2023
Time: 6:00 PM Central Time
Location: Chicago Prime Italian - 700 N Meacham Rd, Schaumburg, IL 60173What 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
