Events
Upcoming Events
The 7 Most Common 401(k) Mistakes — and How to Fix Them
Most people "set it and forget it," but that one habit could be costing you over $150,000* in "free money" and growth. From leaving employer matches on the table to ignoring outdated beneficiary forms that override your will, small mistakes today lead to massive losses tomorrow. Join Fiduciary Financial Advisor Tom Anderson for a high-impact webinar: "The 7 Most Common 401(k) Mistakes — And How to Fix Them". What You’ll Learn: • Capture Every Cent: Stop leaving your employer match behind—it’s a guaranteed 50–100% return. • The 1% Fix: See how a tiny annual increase can lead to a massive difference in your final nest egg. • Time In vs. Timing: Why missing just the 10 best trading days can cut your returns in half. • Legacy Protection: How to fix "orphaned" accounts and ensure your money goes to the right person. *Assumes 5% employer match at 100%, vested over 20 years with 7% compounded growth.
New! Medicare 101
Navigating Medicare doesn't have to be a headache. Join us for this rescheduled high-impact, live webinar to decode the "alphabet soup" of coverage and protect your retirement portfolio from uncapped costs. This session is hosted by Jim Hendricks, CFP® and Independent Health Insurance Agent Joshua O'Bryan. Together, they provide the expert financial and insurance coordination you need for a secure future. What You Will Learn: ‣ The 7-Month Window: Why your Initial Enrollment Period is a one-time "Guaranteed Issue" opportunity. ‣ Original vs. Advantage: How to choose the right path and avoid major medical debt. ‣ The IRMAA Trap: How your 2024 income could trigger expensive premium surcharges in 2026. ‣ Supplements & Rx: Comparing Plan G vs. Plan N and navigating Part D drug coverage. Follow up with us to see how this can fit into your financial plan and retirement planning!
MISSING: Your Old 401(k)! It Could be Costing You More than You Think
Is Your Retirement Hiding in an Old Job? There is currently a $2.13 Trillion "silent crisis" of forgotten 401(k) accounts sitting dormant and neglected. If you have changed jobs, your hard-earned money might be stuck in a recordkeeping nightmare. Left alone, these "ghost" accounts are often eroded by hidden fees and stale allocations. Don't let your career-long hard work become a statistic. Hosted by Fiduciary Financial Advisor Jim Madl of Hendricks Wealth & Estate Management. Learn the 3-Step Action Plan to: • Audit & Verify: Hunt down your missing assets from past employers. • Stop the Bleeding: Identify the hidden fees costing you tens of thousands. • Execute a Rollover: Move from "frozen potential" to compounding returns.
The 3 Biggest Lies Keeping People from Getting Ahead Financially
Many people believe that getting ahead financially is just a math problem. However, high income does not always lead to financial progress, and many professionals find themselves working harder without actually moving forward. Join Fiduciary Financial Advisor Daniel Leitner of Hendricks Wealth & Estate Management for an eye-opening webinar that exposes the psychological traps keeping you from true financial momentum. We will dismantle the three biggest lies that keep people stuck in a cycle of effort without results: ‣ The Timing Trap: Discover why waiting for a higher salary to start your plan is a recipe for staying broke. ‣ The Debt Delusion: Learn how "normal" financial habits are secretly transferring your future wealth to your creditors. ‣ The Complexity Myth: Understand the specific mindset shift that separates those who build momentum from those who stay paralyzed by options. Register Now! Start the path of building wealth with one of our fiduciary financial advisors.
(Hendricks Wealth & Estate Management is a fiduciary independent financial advisory firm. Investment advisory services offered through Hendricks Wealth & Estate Management, a Registered Investment Adviser.)
Past Events
April 22, 2026
11:30a - 12:00p
FREE Online Webinar
Protecting Your Family Without Over Insuring Them
Most families feel the weight of responsibility when it comes to protecting their loved ones, but they often get stuck between confusing advice and fear-based decisions. The insurance industry often pushes a "one size fits all" approach that leads to high premiums and low flexibility. Join Fiduciary Financial Advisor Daniel Leitner as he separates needs from the hype. He’ll cut through the complexity to cover: • The Right Mindset: Why insurance should transfer risk, not try to create wealth. • Term vs. Permanent: Why term insurance is often the smartest way to protect your family while saving money. • Intentional Coverage: How to calculate your need based on income, debt, and future plans. • The Exit Strategy: Why your need for coverage should actually decrease as your assets grow and children leave the nest. Simplicity beats complexity. Learn how to integrate protection into a coordinated financial plan.
April 15, 2026
11:30a - 12:00p
Free Online Event
10 Budget Killers to Avoid
Are you ready to break the habits that are quietly draining your bank account? Join Fiduciary Financial Advisor Sean Hendricks, J.D., for a deep dive into the 10 Budget Killers that stall long-term investment success. Whether it’s the "evil" cycle of high-interest credit cards or the $4,000 yearly drain of food delivery, it’s time to stop the leak. What We’ll Cover: • The Convenience Trap: Why delivery fees and daily splurges could be costing you a full month of work every year. • Impulse Control: How to use the "3-Day Rule" to differentiate between needs and wants. • Lifestyle Creep: Why spending more as you earn more is the biggest threat to your retirement. • The Opportunity Cost: Why waiting to save creates a gap that is nearly impossible to close later. When You’re Ready, We’re Ready. Take the first step toward a secure legacy today.
April 8, 2026
11:30a - 12:00p
Free Online Webinar
The Psychology of the 'Spend-Down'
For 40 years, your financial life has been about the ascent—accumulation and sacrifice. But as you reach the summit of retirement, you face the descent, often the least understood part of the journey. Many "Successful Savers" are trapped by the Habit of ‘No’ and Saver’s Guilt, finding it difficult to break decades of deferred gratification. If taking a distribution feels like "losing" rather than a reward, you are facing the Mountain Climber’s Paradox. Join Fiduciary Financial Advisor Jim Madl of Hendricks Wealth & Estate Management to shift your mindset from ROI (Return on Investment) to ROL (Return on Life). The goal of retirement isn’t to die with the most money, but to use your money to live the most life.
April 1, 2026
11:30a - 12:00p
Free Online Event
Medicare 101
Navigating Medicare doesn't have to be a headache. Join us for a high-impact, live webinar to decode the "alphabet soup" of coverage and protect your retirement portfolio from uncapped costs. This session is hosted by CEO and Fiduciary CFP® Jim Hendricks and Independent Health Insurance Agent Joshua O'Bryan. Together, they provide the expert financial and insurance coordination you need for a secure future. What You Will Learn: • The 7-Month Window: Why your Initial Enrollment Period is a one-time "Guaranteed Issue" opportunity. • Original vs. Advantage: How to choose the right path and avoid major medical debt. • The IRMAA Trap: How your 2024 income could trigger expensive premium surcharges in 2026. • Supplements & Rx: Comparing Plan G vs. Plan N and navigating Part D drug coverage. Follow up with us to see how this can fit into your financial plan and retirement planning!
March 25, 2026
11:30a - 12:00p
Free Online Event
Legacy Giving: Leaving Your Mark
Join Fiduciary Financial Advisor Tom Anderson and Regional Philanthropy Associate Alexandra Troisi from Loveland Center for a webinar dedicated to giving smarter. We will explore how your estate plan can create a lasting impact for organizations like the Loveland Center—which provides vital Adult Day Training (ADT) for individuals with intellectual and developmental disabilities—while optimizing your financial legacy. Key Takeaways: • Tax-Smart Tools: Maximize impact using QCDs and Donor Advised Funds. • Giving Vehicles: Compare Bequests, CRTs, and Trusts to find your best fit. • Community Impact: See how legacy gifts fund life-skills development and inclusion. •Estate Efficiency: Strategies to reduce taxes and provide for loved ones. When You're Ready, We're Ready. Join us and follow up on how you can create a legacy of giving for causes and organizations you care about, while protecting your family.
March 18, 2026
11:30a - 12:00p
Live Online Webinar
What Really Drives Long-Term Investment Success
What Really Drives Long-Term Investment Succes Stop chasing performance and start building a real plan. In an endless world of market "noise," many investors get distracted by predictions and hot stock tips. Join Fiduciary Financial Advisor Daniel Leitner for a deep dive into the four core drivers that actually move the needle for your financial future. Webinar Highlights: Time in the Market: Learn why compounding rewards patience. Asset Allocation: Discover how to match market risks to your actual life goals. Costs and Taxes: Master investment efficiency by pruning unnecessary fees. Investor Behavior: Learn how to stay the course and avoid emotional decisions. Register to learn all of this and start building your long-term wealth-building strategy.
March 11, 2026
11:30a - 12:00p
Free Live Online Event
The 3 Professionals You Need in Your Life
Join Sean Hendricks, J.D.—Fiduciary Financial Advisor and Estate Planning Attorney—for a high-impact webinar on integrating Wealth, Law, and Tax. In this session, you’ll learn why relying on a unified team is the ultimate way to grow and protect your life's work. Sean will break down how to: Plan with Precision: Create a tailored financial roadmap with a fiduciary to hit your retirement goals. Protect Your Legacy: Ensure your estate is administered efficiently with an attorney and your intentions are followed. Optimize Your Taxes: Discover how professional tax preparation can find overlooked credits and save you money. Don't leave your legacy to chance. Learn how to navigate life’s transitions with a strategy that considers your family, your assets, and your future.
March 4, 2026
11:30a - 12:00p
Free Live Online Event
Thinking About Hiring an Advisor? Why Hendricks Wealth & Estate Management?
Stop guessing about your future. 🤔 Most firms bury you in 100-page "canned" reports. Join Jim Hendricks, CEO and Certified Financial Planner, to see how our proprietary One-Page Plan replaces complexity with clarity as your fiduciary financial planner of choice. Learn how a personalized approach provides direct answers to your biggest questions: * Spending Power: Know exactly how much you can spend annually in retirement. * Precision Timing: Pinpoint the specific age you can confidently retire. * Tax-Smart Legacy: Protect heirs from unnecessary taxes through proactive planning. Discover why our "No" list—no annuities, no hidden commissions, and no robotic phone systems—is your biggest advantage. Register now to get insider knowledge of our secret sauce and can see how you can benefit by working with us!
February 25, 2026
11:30a - 12:00p
Free Online Event
The Bank of Mom & Dad: Setting Financial Boundaries
Is your generosity threatening your retirement? Supporting your adult children is a natural instinct, but it shouldn't jeopardize your financial independence. Join Fiduciary Financial Advisor Jim Madl for a live webinar to learn how to move from "open-ended support" to "sustainable giving." Key Takeaways: • The True Cost of Giving: Understand how a "gift" today can actually cost your future nest egg considerably more in lost growth potential. • The Oxygen Mask Principle: Why you must secure your own retirement "tank" before helping others. • Defining Your "Lending Policy": Learn to categorize "Green Light" needs vs. "Red Light" wants to build your children's financial independence. • Documentation is Love: How formalizing loans and "early inheritances" protects family harmony and ensures fairness. Join us for a packed 30-minute session! Register now!
February 18, 2026
11:30a - 12:00p
Free Online Webinar
The $10,000 Milestone: Building Your First Real Portfolio
Most people think financial freedom requires endless hours of market-watching or high-risk gambling. At Hendricks Wealth & Estate Management, we believe in a different approach: Set it & Forget it (to a point). Join Fiduciary Advisor Tom Anderson for an exclusive deep dive into the "Investing Roadmap." We’re pulling back the curtain on how to remove emotion from your portfolio and replace it with a disciplined, tech-driven strategy that works for you 24/7. What You’ll Learn • The Fiduciary Advantage: Why working with a legal fiduciary is the "secret sauce" to unbiased, client-first growth potential. • Breaking Barriers: How to overcome the obstacles that prevent most people from starting to invest. • Avoiding the "Stress Tax": How to stop making emotional decisions during market volatility.
February 11, 2026
11:30a - 12:00p
Free Online Event
Paying Off Debt vs. Investing: The Math Most People Get Wrong
Every dollar you have can only do one thing. So, how do you choose between paying down your mortgage or student loans versus putting that money into the market? The answer isn’t always black and white, and "one size fits all" advice simply doesn't work. Join Fiduciary Financial Advisor Daniel Leitner for a powerful webinar that cuts through the noise and breaks down the decision framework using math, not emotion. You’ll Learn: • The Simple Break-Even Rule: How to compare after-tax returns against interest rates. • The "Gray Area": Strategic approaches for mid-interest debt like student loans. • Opportunity Cost: Ensuring your money is working as hard as possible. When You're Ready, We're Ready.
February 4, 2026
11:30a - 12:00p
Free Online Webinar
How Do Trusts Actually Work?
Confused by legal jargon? Join Estate Planning Attorney and Fiduciary Financial Advisor Sean Hendricks for a clear, plain-English breakdown of how trusts function. From understanding the difference between Revocable and Irrevocable trusts to mastering advanced tax strategies like "Basis Swapping," this webinar moves past the theory to explain how trusts actually work to protect your legacy. Discover how to keep your family out of probate and protect your hard-earned assets. In this session, we dive into the mechanics of estate planning, showing you how the right trust can provide privacy, efficiency, and significant tax savings for your beneficiaries. Whether you are just starting or looking for advanced asset protection, learn how to steer your financial ship with confidence.
January 28, 2026
11:30a - 12:00p
FREE LIVE Webinar
Turning Your Employee Perks into Personal Wealth
Are you leaving money on the table? Most employees only scratch the surface of the benefits available through their employer. Join Jim Madl from Hendricks Wealth & Estate Management for a high-impact webinar designed to help you bridge the gap between your professional success and your personal financial success. In this session, we will break down critical strategies for safeguarding your assets (401k/403b), minimizing tax exposure, maximizing stock options and HSA benefits, and ensuring your corporate perks work as hard for your family as you do for your company.
January 14, 2026
11:30a - 12:00p
FREE Webinar
BEFORE YOUR BUY: Financial Essentials Every New Homeowner Should Know
Is Your Dream Home a Financial Trap? The mortgage is just the start. Don't let hidden costs derail your future. Before you commit to the biggest purchase of your life, get unbiased financial clarity from Fiduciary Financial Advisor Tom Anderson. Join live to learn how to: Uncover Real Costs: Identify the expenses mortgage calculators miss. Master Your Credit: Strategies to secure the best possible rates. Avoid Being "House Poor": Create a budget that protects your lifestyle and retirement. A must-attend event if you're in the market!
January 7, 2026
11:30a - 12:00p
Free Online Webinar
Renting vs. Buying: The Math No One Explains
Renting vs. Buying: It’s not just about the monthly payment. Deciding where to live is one of the most significant financial choices you will ever make. While conventional wisdom suggests that renting is "throwing money away," the reality is much more complex. The true cost of housing involves opportunity costs, maintenance, and your personal timeline—factors that a simple mortgage calculator often ignores. Join Fiduciary Financial Advisor Daniel Leitner as he breaks down the math no one explains. Move beyond the myths and discover which path—renting or buying—truly aligns with your wealth and lifestyle goals.
December 17, 2025
11:30a - 12:00p
Free Online Webinar
'Tis The Season - The Power of Gifting
Join Estate Planning Attorney Sean Hendricks, J.D., to learn how strategic gifting can reduce your taxable estate and secure your legacy. The end of the year is the critical time to utilize "use it or lose it" tax exemptions. This exclusive webinar for high-net-worth individuals goes beyond basic gifting to explore sophisticated wealth transfer strategies. Learn how to leverage the current $30M+ combined lifetime exemption, fund education tax-free, and avoid costly mistakes with the IRS and Medicaid. What We’ll Cover Live: Maximizing the 2025 $19,000 Annual Exemption. Strategies for the current historic Lifetime Gift Exemptions. How to pay Tuition & Medical bills without gift tax consequences. The dangers of the Medicaid 5-Year "Look Back Rule." Mitigating the specific Illinois Estate Tax exposure. Don't miss this crucial year-end briefing.
December 10, 2025
11:30a - 12:00p
Online
10 Financial Tips Heading Into 2026
Don't head into the new year without a game plan. Join Certified Financial Planner Jim Hendricks for a high-impact session revealing the 10 essential moves you need to make before 2026. We’ll move beyond simple investment advice to cover a complete financial check-up. Agenda Highlights: Cash Flow: Perform a subscription audit and stop monthly leaks. Debt: Strategies to tackle high-interest debt (Snowball vs. Avalanche). Taxes: Tax-loss harvesting and Roth conversions. Planning: Estate document reviews and optimizing your emergency fund. Register now to secure your spot and start 2026 with confidence.
December 3, 2025
11:30a - 12:00p
Webinar
Making an Inheritance Last
Inheriting wealth presents unique opportunities and important financial decisions. Join Fiduciary Financial Advisor Jim Madl from Hendricks Wealth & Estate Management for an essential webinar on navigating inherited assets wisely and securing your financial future. This session will provide clear, actionable strategies and insights for: Understanding Inherited IRAs and the Secure Act's 10-Year Rule: Navigate complex regulations with confidence. Minimizing taxes and maximizing growth on your inherited accounts. Diversifying your portfolio: Transition from concentrated assets to a resilient strategy aligned with your personal goals and risk tolerance. Implementing a "Three-Bucket Strategy": A practical framework for managing assets across security, mid-term goals, and long-term legacy. Gain the knowledge and tools to protect and grow your inheritance, ensuring it lasts for generations. This webinar is ideal for anyone who has inherited assets or is planning for their estate.
November 19, 2025
12:30p - 1:00p
Webinar - Online
Leveling Up Your Finances - Going from Saver to Investor
Join us for a complimentary and informative webinar designed to help you take the next step in your financial journey! This event, hosted by Fiduciary Financial Advisor Tom Anderson, is all about making the transition from a saver to a strategic investor. Tom will cover the essential difference between saving (short-term, low risk) and investing (long-term, higher risk) and explain why starting early is so powerful, thanks to compound growth. You'll learn the building blocks of investing, like stocks and retirement accounts, and how to avoid common mistakes like waiting for the "perfect" time, following the latest social media trend and more. The goal is to help you start building your investment strategy consistently, not emotionally.
November 12, 2025
12:30p - 1:00p
Free Webinar
Major Life Events: Why You Need an Advisor for ALL of Them
Every major life event—marriage, divorce, a new baby, moving, inheritance, or career change—significantly impacts your finances. Join Sean Hendricks, J.D., a fiduciary financial advisor and estate planning attorney, to learn the crucial steps for planning these transitions. We will cover everything from setting joint financial goals after marriage to creating a 3-6 month emergency fund for a job loss. The core message: Having a plan and an advisor in place, can help secure your financial future when life transitions happens. You don't need to go it alone, and having an advocate on your side can help with establishing clear planning objectives in times of joy, crisis or change.
November 5, 2025
12:30p - 1:00p
Free Online Webinar
No Need to Rush Paying Off Your Mortgage
Paying off your mortgage quickly may feel good, but it's often not the BEST FINANCIAL DECISION due to opportunity costs. Fiduciary Financial Advisor Daniel Leitner from Hendricks Wealth & Estate Management will explain why you should avoid rushing to pay off lower-interest debt. His presentation, "No Need to Rush Paying Off Your Mortgage," challenges the emotional appeal of being debt-free by comparing it to the financial power of investing. Daniel will use a common sense, down-to-earth mortgage example to show the difference between accelerating payoff vs. monthly Investing and maximizing the compounding growth over the full term from market returns. Watch, learn and listen and see which makes the most sense for long-term wealth creation.
November 5, 2025
10:51a - 11:51a
Ribbon Cutting Celebration
Hendricks Wealth & Estate Management - Ribbon Cutting Ceremony!
Join us in celebrating the move to our new office location in Algonquin, IL with a Ribbon Cutting Ceremony from 4pm to 6pm on Wednesday, November 5th! In conjunction, we'll be collecting pet supplies and monetary donations for Hoof, Woof & Meow Animal Rescue of Elgin. See their wish list below: DONATION WISH LIST If you plan on attending, please register and we'll see you on Wednesday, November 5th!
October 29, 2025
12:30p - 1:00p
WEBINAR
Facing Common Financial Fears: A Calm Approach to Investing
Take a deep breath and face your biggest financial concerns with expert guidance. 💪 This essential webinar, "Facing Common Financial Fears," features Jim Madl, Fiduciary Financial Advisor at Hendricks Wealth and Estate Management. We will explore the reasons behind your fears concerning inflation, recession, and stock market volatility. More importantly, Jim will pivot to the positive realities, illustrating how quality companies can thrive even amid high interest rates and how diversification protects against political risk. Register for the event on Wednesday, October 29, 2025, at 12:30 PM CDT, and learn how to help build a financial plan against uncertainty.
October 22, 2025
12:30p - 1:00p
WEBINAR
Legacy Giving: Leaving a Lasting Impact
Learn how you can leave a lasting impact with your retirement funds by attending our upcoming webinar, 'Legacy Giving', hosted by Hendricks Wealth & Estate Management and PADS of Elgin. Gain valuable insights on how this strategy can benefit both those in need and your estate, while potentially providing tax advantages. Join us on Wednesday, October 22 at 12:30pm (CST) for practical tips and tricks on maximizing the impact of your legacy giving.
October 15, 2025
12:30p - 1:00p
WEBINAR
Money Moves to Make in your 20’s and 30’s
In this upcoming webinar, Tom Anderson, fiduciary financial advisor at Hendricks Wealth and Estate Management, will share key strategies for building a strong financial future. The presentation will cover the importance of starting early to leverage compounding, distinguishing between good and bad debt with payoff strategies, and investing for growth through index funds and ETFs. Attendees will also learn about protecting their assets with the right insurance and budgeting effectively with the 50/30/20 framework aimed at empowering young professionals. Tom will guide participants in creating a personal financial roadmap to achieve their goals.
October 8, 2025
12:30p - 1:00p
WEBINAR
Traditional vs. Roth IRA: Which is Right for You?
Join us for an informative webinar where we will delve into the differences between traditional and Roth IRAs. Gain valuable insights to help determine which option is the best fit for your individual financial goals. Make an informed decision for your future financial security by attending this brief lunchtime webinar.
October 1, 2025
12:30p - 1:00p
WEBINAR
Estate Planning: Will you trust a Trust, or will your will with a Will?
Join us for an informative webinar on estate planning where we will delve into the differences between trusts and wills. Discover the benefits of each option and gain clarity on which choice is best suited for your unique circumstances. Our expert speaker, Sean Hendricks, will provide valuable insights to help you make an informed decision for the future of your estate.
September 24, 2025
12:30p - 1:00p
WEBINAR
Social Security Tax and the "One Big Beautiful Bill Act"
Join us and discover the latest updates to Social Security tax for 2025! The new "One Big Beautiful Bill Act" may provided significant tax relief to those collecting Social Security. These changes reflect the dynamic nature of tax law and provide new financial benefits for seniors.
September 17, 2025
12:30p - 1:00p
WEBINAR
The Top 10 Reasons to Use a Financial Advisor
We will discuss some commonly overlooked benefits of working with a financial advisor that can really make a difference in not just your long-term financial outlook, but the financial outlook of your beneficiaries, as well. We will also introduce our team that will be leading these webinars and seminars as the weeks progress.
August 21, 2025
4:00p - 5:00p
Sun City - Huntley - Birch Room
Hendricks Wealth & Estate Management - August Sun City - Huntley Seminar
THE IRS DOESN'T NEED a WINDFALL -- YOUR FAMILY DOES Aligning Your Retirement & Estate Planning Goals We will be discussing strategies for making your retirement plan and your estate plan work TOGETHER! Including strategies that COULD REDUCE TAXES FOR YOUR BENEFICIARIES! Food will be provided!
July 24, 2025
11:00a - 1:00p
Elgin Community College
Financial Literacy for Young Adults at Elgin Community College
This FREE 2-hour session will discuss budgeting, saving, credit and debt, as well as investing and more, along with fun, interactive activities to provide valuable financial insight to young adults ages 16 to 21. Lunch and refreshments will be provided. Two attendees will win a $50 Amazon Gift Card!* *Must be in attendance to be eligible. Space is limited, register today! Lunch and refreshments will be provided. Two attendees will win a $50 Amazon Gift Card!* *Must be in attendance to be eligible. Space is limited, register today!
July 17, 2025
11:00a - 1:00p
Al Larson Prairie Center for the Arts
Financial Literacy for Young Adults at Prairie Center for the Arts in Schaumburg
This FREE 2-hour session will discuss budgeting, saving, credit and debt, as well as investing and more, along with fun, interactive activities to provide valuable financial insight to young adults ages 16 to 21. Lunch and refreshments will be provided. Two attendees will win a $50 Amazon Gift Card!* *Must be in attendance to be eligible. Space is limited, register today!
June 7, 2025
10:00a - 5:00p
Randall Oaks Park (Back Shelter)
Hendricks Wealth & Estate Management Family Fun Fest
Join us on Saturday, June 7th between 10am and 5pm at Randall Oaks Park (1180 N. Randall Rd. in West Dundee) for the Hendricks Wealth & Estate Management Family Fun Fest. We'll have burgers, brats, hot dogs and refreshments, along with volleyball, bags games and more! Plus, entertainment for the kids as well. Event will be held in the BACK SHELTER AREA.
December 18, 2024
5:30p - 6:15p
WEBINAR
Q&A with a Financial Advisor
Join us via webinar for this gathering in our "When You're Ready, We're Ready" series. Click the event name above for more details. Space is limited and registration is required...so reserve your spot today!
November 13, 2024
5:30p - 6:15p
WEBINAR
Roth Accounts are Great...but are They Right for You?
Join us via webinar for this gathering in our "When You're Ready, We're Ready" series. Click the event name above for more details. Space is limited and registration is required...so reserve your spot today! ***Please note that each person attending must register separately.
October 16, 2024
5:30p - 6:15p
WEBINAR
Keep as Little in the Bank as Possible
Join us via webinar for this gathering in our "When You're Ready, We're Ready" series. Click the event name above for more details. Space is limited and registration is required...so reserve your spot today! ***Please note that each person attending must register separately.
September 4, 2024
5:30p - 6:15p
WEBINAR
Don't Do Dumb: How Much Risk Should You Take in Retirement?
Join us via webinar for this gathering in our "Don't Do Dumb" series. Click the event name above for more details. Space is limited and registration is required...so reserve your spot today! ***Please note that each person attending must register separately.
August 14, 2024
5:30p - 6:15p
WEBINAR
Don't Do Dumb: In Trusts We Trust: Simplifying a Complex Process
Join us via webinar for this gathering in our "Don't Do Dumb" series. Click the event name above for more details. Space is limited and registration is required...so reserve your spot today! ***Please note that each person attending must register separately.
July 17, 2024
5:30p - 6:15p
WEBINAR
Don't Do Dumb: How Much Money Will You Need in Retirement?
Join us via webinar for this gathering in our "Don't Do Dumb" series. Click the event name above for more details. Space is limited and registration is required...so reserve your spot today! ***Please note that each person attending must register separately.
June 26, 2024
5:30p - 6:30p
WEBINAR
Don't Do Dumb: Forget Doing a Budget! (Maybe)
Join us via webinar for this gathering in our "Don't Do Dumb" series. Click the event name above for more details. Space is limited and registration is required...so reserve your spot today! ***Please note that each person attending must register separately.
June 12, 2024
5:30p - 7:00p
D.C. Cobb's
Don't Do Dumb: The Financial Planning Process
Join us at D.C. Cobb's in East Dundee for the next gathering in our "Don't Do Dumb" series. Click the event name above for more details. Space is limited and registration is required...so reserve your spot today! ***Please note that each person attending must register separately.
May 22, 2024
5:30p - 6:30p
WEBINAR
Don't Do Dumb: Don't Panic in an Election Year!
Join us via webinar for this gathering in our "Don't Do Dumb" series. Click the event name above for more details. Space is limited and registration is required...so reserve your spot today! ***Please note that each person attending must register separately.
April 24, 2024
5:30p - 7:30p
D.C. Cobb's
Don't Do Dumb: NEVER Borrow from Retirement!
Join us at D.C. Cobb's in East Dundee for the next gathering in our "Don't Do Dumb" series. Click the event name above for more details. Space is limited and registration is required...so reserve your spot today! ***Please note that each person attending must register separately.
April 10, 2024
5:30p - 7:30p
D.C. Cobb's
Don't Do Dumb: 3 People You Need: CPA, Financial Planner & Estate Planning Attorney
Join us at D.C. Cobb's in East Dundee for the next gathering in our "Don't Do Dumb" series. Click the event name above for more details. Space is limited and registration is required...so reserve your spot today! ***Please note that each person attending must register separately.
March 27, 2024
5:30p - 6:30p
WEBINAR
Don't Do Dumb: Annuities are for Sissies!
Join us via webinar for this gathering in our "Don't Do Dumb" series. Click the event name above for more details. Space is limited and registration is required...so reserve your spot today! ***Please note that each person attending must register separately.
March 13, 2024
5:30p - 7:30p
D.C. Cobb's
Don't Do Dumb: The ABC's of College Savings
Join us at D.C. Cobb's in East Dundee for the next gathering in our "Don't Do Dumb" series. Click the event name above for more details. Space is limited and registration is required...so reserve your spot today! ***Please note that each person attending must register separately.
February 28, 2024
5:30p - 7:30p
Wild Onion Brewery
Don't Do Dumb: Help Your Beneficiaries Pay Less in Taxes!
Join us at the Wild Onion Brewery in South Barrington, IL for the next gathering in our "Don't Do Dumb" series. Click the event name above for more details. Space is limited and registration is required...so reserve your spot today! ***Please note that each person attending must register separately.
February 14, 2024
5:30p - 6:30p
WEBINAR
Don't Be Stupid Cupid: Your Finances as a Couple - WEBINAR
Join us via webinar for this gathering in our "Don't Do Dumb" series. Click the event name above for more details. Space is limited and registration is required...so reserve your spot today! ***Please note that each person attending must register separately.
January 24, 2024
5:30p - 6:30p
WEBINAR
Don't Do Dumb: No Need to Rush Paying Off Your Mortgage! - WEBINAR
Join us via webinar for this gathering in our "Don't Do Dumb" series. Click the event name above for more details. Space is limited and registration is required...so reserve your spot today! ***Please note that each person attending must register separately.
January 10, 2024
5:30p - 7:00p
D.C. Cobb's
Don't Do Dumb: It's Not Too Late Today, But It Is Tomorrow!
Join us at D.C. Cobb's in East Dundee for the next gathering in our "Don't Do Dumb" series. Click the event name above for more details. Space is limited and registration is required...so reserve your spot today! ***Please note that each person attending must register separately.
December 20, 2023
5:00p - 7:00p
D.C. Cobb's
Don't Do Dumb: Financial Planning Software Starts with a Major Flaw!
Join us at D.C. Cobb's in East Dundee for the next gathering in our "Don't Do Dumb" series. Click the event name above for more details. Space is limited and registration is required...so reserve your spot today! ***Please note that each person attending must register separately.
December 6, 2023
5:00p - 6:00p
WEBINAR
Don't Do Dumb: Charts Don't Matter! - WEBINAR
Join us for the first webinar in our "Don't Do Dumb" series. Click the event name above for more details. Space is limited and registration is required...so reserve your spot today! ***Please note that each person attending must register separately.
November 30, 2023
5:30p - 8:30p
Moretti's
2023 Client Appreciation Night
Please join us from 5:30 pm to 8:30 pm on November 30, 2023 for a fun evening filled with outstanding conversation and delicious food at Moretti's in Elgin, IL. David Morrison from Capital Group/American Funds will be in attendance and will provide us with some insightful market updates. Have a friend or family member that may benefit from attending? Feel free to register them as well. On-line registration closes at 6:00 pm on November 24th and space is limited...reserve your spot today! (Valid for clients in Illinois and Wisconsin only.)
November 8, 2023
5:00p - 7:00p
D.C. Cobb's
Don't Do Dumb: Are Micro-Subscriptions Bleeding Your Bank Account?
Join us at D.C. Cobb's in East Dundee for the next gathering in our "Don't Do Dumb" series. Click the event name above for more details. Space is limited and registration is required...so reserve your spot today! ***Please note that each person attending must register separately.
October 25, 2023
5:00p - 7:00p
D.C. Cobb's
Don't Do Dumb: Fad Investments Suck!
Join us at D.C. Cobb's in East Dundee for the next gathering in our "Don't Do Dumb" series. Click the event name above for more details. Space is limited and registration is required...so reserve your spot today! ***Please note that each person attending must register separately.
October 11, 2023
5:00p - 7:00p
D.C. Cobb's
Don't Do Dumb: Provide for Your Heirs, not the IRS!
Join us at D.C. Cobb's in East Dundee for the next gathering in our "Don't Do Dumb" series. Click the event name above for more details. Space is limited and registration is required...so reserve your spot today! ***Please note that each person attending must register separately.
September 27, 2023
5:00p - 7:00p
D.C. Cobb's
Don't Do Dumb: The 4% Rule is Garbage
Join us at D.C. Cobb's in East Dundee for the next gathering in our "Don't Do Dumb" series. Click the event name above for more details. Space is limited and registration is required...so reserve your spot today! ***Please note that each person attending must register separately.
September 13, 2023
5:00p - 7:00p
D.C. Cobb's
Don't Do Dumb: It's About Years, Not Percentages
Join us at D.C. Cobb's in East Dundee for the first in the "Don't Do Dumb" series. Click the event name above for more details. Space is limited and registration is required...so reserve your spot today! Please note that each person attending must register separately.