Events
Upcoming Events
More events are on the way! Check back soon for more information.
Past Events
March 31, 2026
12:00p - 1:00p
Zoom
March 14, 2026
11:30a - 1:00p
Maggiano's Perimeter
November 18, 2025
12:00p - 1:00p
ZOOM WEBINAR
October 28, 2025
12:00p - 1:00p
ZOOM WEBINAR
ONE BIG BEAUTIFUL BILL FOR 2025- Key updates and Planning Strategies
With the recent enactment of "OB3", it’s essential to understand how the changes may affect your planning strategies. Join us for an in-depth review of the One Big Beautiful Bill, featuring a detailed look at the legislation’s key changes, with a focus on: Tax provisions, including adjustments to deductions, credits, and phaseouts Identifying planning strategies for both temporary and permanent changes Integrating the tax law into financial plans
April 29, 2025
1:00p - 3:00p
Zoom Webinar
January 28, 2025
12:00p - 2:00p
Webinar
November 19, 2024
12:00p - 1:00p
Webinar
November 12, 2024
6:30p - 7:30p
Webinar & Phone Conference
October 22, 2024
6:30p - 7:30p
Olson Associates
October 8, 2024
6:30p - 7:30p
Zoom Webinar
September 24, 2024
6:30p - 7:30p
Olson Associates
August 20, 2024
6:30p - 7:30p
Webinar & Phone Conference
June 5, 2024
6:30p - 7:30p
Olson Associates
May 14, 2024
6:30p - 7:15p
Webinar & Phone Conference
May 1, 2024
6:30p - 7:15p
Olson Associates
April 13, 2024
11:30a - 1:30p
Oakbrook Office Park
March 26, 2024
6:30p - 7:15p
Online
February 28, 2024
6:30p - 7:15p
Zoom Webinar
Estate Planning Essentials Webinar
In this Webinar, we will be discussing the basics of estate planning and the importance of protecting your loved ones, your beneficiaries, and yourself when you are no longer able to. Many heirs face familial turmoil, large tax burdens, attorney fees, and insufficient care of minors; Our goal, is to help you avoid that.
February 14, 2024
11:30a - 1:00p
Brookwood Grill
December 6, 2023
6:30p - 7:15p
Zoom Webinar
November 7, 2023
6:30p - 7:15p
Webinar & Phone Conference
November 1, 2023
6:30p - 7:15p
Webinar & Phone Conference
October 3, 2023
6:30p - 7:30p
Webinar & Phone Conference
September 27, 2023
6:30p - 7:30p
Webinar & Phone Conference
August 23, 2023
10:30a - 11:30a
Zoom Webinar
August 17, 2023
6:30p - 7:30p
Webinar & Phone Conference
August 8, 2023
6:30p - 7:30p
Webinar & Phone Conference
June 20, 2023
10:30p - 11:15p
Webinar & Phone Conference
June 13, 2023
10:30p - 11:15p
Webinar & Phone Conference
June 6, 2023
6:30p - 7:15p
Zoom Webinar
May 23, 2023
6:30p - 7:15p
Zoom Webinar
April 15, 2023
11:30a - 1:00p
Brookwood Grill
March 29, 2023
6:30p - 7:00p
Zoom Webinar
March 15, 2023
6:30p - 7:30p
Webinar & Phone Conference
March 8, 2023
11:30a - 12:30p
Webinar & Phone Conference
January 31, 2023
6:30p - 8:00p
Webinar & Phone Conference
January 17, 2023
6:30p - 8:00p
Webinar & Phone Conference
January 16, 2023
12:00p - 1:30p
Webinar & Phone Conference
December 15, 2022
6:30p - 7:15p
Webinar & Phone Conference
December 6, 2022
12:00p - 1:15p
Webinar & Phone Conference
November 8, 2022
6:30p - 7:30p
Webinar & Phone Conference
October 27, 2022
12:00p - 1:30p
Webinar & Phone Conference
October 26, 2022
6:30p - 7:15p
Webinar & Phone Conference
October 19, 2022
6:30p - 8:00p
Webinar & Phone Conference
August 24, 2022
6:30p - 7:30p
Webinar & Phone Conference
April 30, 2022
11:30a - 1:00p
Brookfield Country Club
April 26, 2022
6:30p - 7:30p
Webinar & Phone Conference
April 19, 2022
6:30p - 7:30p
Webinar & Phone Conference
March 29, 2022
12:00p - 1:00p
Webinar & Phone Conference
March 8, 2022
6:30p - 7:00p
Webinar & Phone Conference