FOR IMMEDIATE RELEASE: Tuesday, April 4, 2017

Sam McElroy, PsyD, NSSA, a partner at @financial and @financial investments, was featured on Business First AM with Angela Miles, a nationally syndicated program produced at the Chicago Board Options Exchange (CBOE).

Our Holistic, Client-Focused Approach to
Wealth Management

ESTATE PLANNING ESSENTIALS:
GET EXPERT ANSWERS TO THE MOST COMMON QUESTIONS ABOUT ESTATE PLANNING
ADMISSION IS FREE, SEATING IS LIMITED, RSVP TODAY!

EVENT LOCATION

DEPAUL UNIVERSITY - LINCOLN PARK CAMPUS
MUNROE HALL | ROOM 114-115
2312 N. CLIFTON AVENUE
CHICAGO, IL 60614

DATE AND TIME

TUESDAY, JULY 11 from 6:00 TO 7:00 PM    OR
THURSDAY, JULY 13 from 6:00 TO 7:00 PM

You are invited to our complimentary workshop on Estate Planning Essentials: Get Expert Answers to the Most Common Questions About Estate Planning. Estate Planning is not just for the wealthy. Estate Planning is for everyone. Give your heirs peace of mind and prevent potential conflicts. Take the guess work out of some of the most important decisions affecting your Estate.

IN THIS ONE-HOUR WORKSHOP, YOU WILL LEARN:

• How to Avoid Unnecessary Legal Costs and Avoid Tax Losses
• Understanding Wills and The Do's and Dont's to Protect Your Estate and Heirs
• How You Can Relieve Loved Ones from Making Tough Emotional Decisions
• Probate Court: Learn the Purpose, Process and REASONS TO AVOID IT!
• The Trust Puzzle: Revocable? Irrevocable? What Does This Mean to You?
• Understanding New Estate Tax Rules and How They Can Help (or Hurt) You
• Learn Why a Durable Power of Attorney Can Significantly Impact Your Estate

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.