Our Holistic, Client-Focused Approach to
Wealth Management

what baby boomers need to know about rmdS
UNDERSTANDING REQUIRED MINIMUM DISTRIBUTIONS
ADMISSION IS FREE, SEATING IS LIMITED, RSVP TODAY!

EVENT LOCATION

northwestern university - free parking
1999 campus drive, 104 classroom
evanston, il 60208

DATE AND TIME

TUESDAY, OCTOBER 24 from 6:00 TO 7:00 PM   or
monday, OCTOBER 30 from 6:00 TO 7:00 PM

Can you afford a 50% tax penalty on your IRA or other retirement accounts after age 70 ½? Don’t let your money go down the drain! Learn how to avoid costly mistakes and pay only the true “minimum”.

If you’re at or near retirement age, you’ll soon have to pay taxes again on your IRAs and other tax-deferred savings accounts. Taxes on RMDs can be a major financial burden… unless you know how to protect yourself. Learn simple strategies that could save you thousands!

IN THIS ONE-HOUR WORKSHOP, YOU WILL LEARN:

· Five (5) questions to ask your current financial advisor or accountant to minimize the impact of RMDs on your retirement plan.
· When do I have to take my distributions – and are there exceptions?
· How much will I have to take out?
· How much tax liability will they create?
· How do the distributions impact my Social Security?
· Is my asset allocation appropriate for RMDs?
· Are my beneficiaries set up for maximum tax efficiency? And MORE!

Our events are always well-attended and seating is limited, so please reserve your space today by calling the 24 hour reservation number at 312-767-9064 or complete the request form below.

I am interested in attending this complimentary educational workshop. Please contact me.

Financial Planning

Our firm specializes in comprehensive, holistic, financial planning for every stage of life.  Whether you're just starting out in your career, growing your family, or planning your exit strategy into retirement, our advisors have the expertise and skill to seamlessly integrate every aspect of your financial life and organize it in a meaningful way.

Investment Advice

What matters most to you when choosing the RIGHT advisor to manage your investments? Many of our clients have gravitated towards our Registered Investment Advisory because they trust that as fiduciaries, we always have their best interest in mind, operate with transparency, provide unbiased advice, and adhere to a strict code of ethics. 

Insurance Brokerage

Rather than trying to force any one particular company's products to meet the varying needs of all of our clients, our insurance brokerage searches a multitude of insurance companies to identify which, out of all of the products available on the market, is the best suited to meet your specific need, based on your unique situation.