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.  


Some events are open to all clients, and some are for smaller groups.   But, everyone receives invitations to at least two events each year.   


Check back soon for our 2026 events!

Morton Arboretum Reception and Illumination Walk: Sunday, December 7th @ 4:30 PM

This year, our special thank you event for our advocates will be held at the Morton Arboretum during their lighted Illumination night event.   A welcome reception with food will be held in the Cudahy Room, and you will be able to walk the Illuminations Path as well.
This is an invitation only event, focused on clients who gave us referrals during the year, and the new client(s) they referred.