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Upcoming Events List

Our team loves to get together with our clients in social settings.  In addition to showing our appreciation for our clients, it helps us get to know you better, and enjoy your company in a less formal setting than our financial review meetings.  And some friendships have been forged between our clients, too.   In 2019, we are adding some new events, so please see our list below.  We are excited to spend more time with you this year in these relaxed settings!


February 20, 2019

Client Appreciation Dinner

Invitational Event

@ Seasons 52


March 5, 2019

Paczki Day 

All Clients  - Stop by for Paczki and Coffee!


April 5, 2019

Women and Money Seminar

@ 1111 W. 22nd Street, Oak Brook

Please contact us for the full invitation.


May 4, 2019

Client Appreciation Event - Invitational

Planter's Palette Gardening Center


June, 2019

Date TBD

Millennial Event for Clients and Guests


August, 2019

Date TBD

Cupcake Decorating Event - Invitational


September 14, 2019

Client Appreciation Event - All Clients

Morton Arboretum


October, 2019

Date TBD

Client Appreciation Event - Cooking Class - Invitational


November, 2019

Date TBD

Service Project with Clients - Invitational


December 1, 2019

Holiday Party

Hyatt Lodge, Oak Brook, Illinois

All Clients



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