Spring Forum 2018
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Early Bird Pricing until April 30, 2018 

Members: $199; Non-Members: $249


Tuesday, May 22, 2018: 8:00 AM—5 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

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

Breakout Sessions

  • Artificial Intelligence, Rick Roche

  • Impact of income tax changes on DivorceBeth McCormack

  • Could I Make a Difference Mary Ann Ehlert

  • Crash Course in Credit Investment ConceptsDerek Schwartz, CION

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

  • What to look for when reviewing estate planning documents - Denise Kaplan

  • Term Insurance - Details that Matter - Rob Barnes

  • Tax Planning - Jon Olson



Register Today

Questions: Call Dee Farris at 847.244.3691

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