More events are on the way! Check back soon for more information.
October 6, 2022
1:00p - 2:30p
Online via Event On24
Social Security and Medicare can be very confusing topics; yet they are both critical to helping you plan for your future. That is why I am hoping you will join me on Thursday, October 6, at 1 p.m. CST for an exclusive event being planned specifically for our valued clients.
March 30, 2022
3:00p - 4:00p
Via Zoom. Please call North Shore Place at 224-374-1009 to register
Growing older brings a new set of challenges. Taking care of our health means very little if we don't have any wealth to enjoy our health with. Conversely, you can have all the wealth in the world, but if you don't have good health then what do you truly have?. The longer we live, the more difficult it is to put together a plan to ensure we don't run out of money before we run out of months. When you add in the other potential risks that we face, the challenge gets even more difficult.
March 25, 2022
8:30a - 9:00a
Part of the Caregiving Conference--Our Treasured Transformations (A Virtual Event)
Women communicate, think, and act differently than men. They also approach investing differently. Find out the 5 things you need to know to help build a secure financial future for you and your family.
March 24, 2022
1:00p - 2:00p
Online Event--Registration Required
Join us for a special presentation by former FBI cybercrime specialist, Jeff Lanza to learn what the newest strategies are being used to separate people from their assets, and what steps you can take to protect yourself, your family and your accounts.