Spring Forum 2018
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Members: $249; Non-Members: $299


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 - Myths, Markets and Easy Money (Economic Outlook)
  • Ben Johnson - The Ins and Outs of Investing With ETFs

Breakout Sessions

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

  • Beth McCormack/Madison Templin -The Ever Changing World of Family Law: What's New?

  • Mary Anne 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 -Health, Wealth and Family: An Illinois Financial Planner's Biggest Untapped Opportunity

  • Denise Kaplan - Spotting Issues in Estate Planning Documents

  • Rob Barnes - Term Insurance - Details that Matter

  • Jon Olson - Tax Cuts and Jobs Act - A Reality Check!

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

  • Charlie Bilello -Generating Alpha: Anticipating Volatility & Corrections

  • Michael Ophelan - Cybersecurity for Financial Planners

  • Sean Ristau - Crypto Currency: A Fad Rife with Fraud or The Future of Finance


Register Today

Questions: Call Dee Farris at 847.244.3691

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