Spring Forum 2018
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Early Bird Pricing until April 30, 2018 

Members: $199; Non-Members: $249


Tuesday, May 22, 2018: 7:30 AM—5:30 PM


Loyola University Campus
25 E. Pearson Street
Chicago, IL


Highlights include:

  • Earn CFP, CPA, IMCA and Illinois, Wisconsin and Indiana Insurance CE Credits
  • Registration Fee includes CE, Breakfast, Lunch, Meeting Materials and Cocktail Reception
  • Cost if you register by April 30th: $199/members; $249/non-members
  • Opportunities to network with professional peers - and gain in-depth knowledge to help you serve your clients.





Topics include:

General Sessions

  • Ben Carlson - How to Build a Sustainable Wealth Management Business in the Digital Age
  • Charlie Bilello - Economic Outlook

Breakout Sessions

  • Rick Roche - Artificial Intelligence, Machine Learning & Big Data in Asset Management and Financial Advice

  • Beth McCormack - Impact of Income Tax Changes on Divorce

  • Mary Ann Ehlert  - Could I Make a Difference? How to Help Families with Special Needs Plan for the Future

  • Lucas Kraft, CION - Investing for Income in a Low Yield Environment

  • Heather Holmes, Genivity - Integrating Health Care Costs and Longevity into Financial Planning

  • Denise Kaplan - Spotting Issues in Estate Planning Documents

  • Rob Barnes - Term Insurance - Details that Matter

  • Jon Olson - Impact of the Tax Cuts and Jobs Act of 2017 on Professional Advice and Suggestions

  • Harlan Accola - Reverse Mortgage: The Cinderella of Retirement Planning

  • Charlie Bilello - Myths, Markets and Easy Money


Register Today

Questions: Call Dee Farris at 847.244.3691

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