Our Events
Night On Wallstreet -- September 23, 2025
Our annual event is being held again at Gibson's Steakhouse in Oakbrook on September 23rd. We'll have great commentary on the markets and economy from Kim Scott, a portfolio manager at Macquarie Asset Management and several other asset managers. Seats are filling up fast. Please reach out to me for details.
The Options Fair, hosted by Morton Grove High School -- October 15th, 2025
The Options Fair was established to offer students with an IEP or 504 Plan and their families an opportunity to meet with colleges/universities, college experience programs, trade schools, and agencies that can provide services after high school. I will be there answering questions and helping families with special needs through their financial planning and insurance-based needs. Everyone is welcome with no reservatins needed. You can learn more about the event at: The Options Fair