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Illinois Office

2403 Harnish Drive, Ste. 201

Algonquin, IL 60102

Florida Office

5245 Office Park Blvd. Suite 103

Bradenton, FL 34203
25 Feb
The Bank of Mom & Dad: Setting Financial Boundaries

Description

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!

Date and Time

Wed, Feb 25, 2026

11:30a - 12:00p CST

Location

Free Online Event

PT30M

Event Registration

Will you be able to attend this event?