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Upcoming Events

More events are on the way! Check back soon for more information.

Past Events

March 30, 2023

1:00p - 2:00p

Virtual Event. Log-in information will be sent to all who pre-register

Virtual Event: FAFSA What? Need-to-Know Changes in the College Process

The increase in cost and complexity of planning for college has many families searching for answers and we would like to provide information to help you through the maze of information. As a value add to our clients, we are offering this open invitation for generations of families to learn this incredibly important information about the college admission process.

October 6, 2022

1:00p - 2:30p

Online via Event On24

Medicare and Social Security Questions answered by Mary Beth Franklin

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

Living to 100--Health and Wealth Considerations

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)

5 Things Every Woman Should Know About Investing

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

Jeff Lanza (Former FBI) Cybersecurity Protection (VIRTUAL)

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.

Event Registration