Events
Upcoming Events
Don't Do Dumb: Annuities are for Sissies!
Join us via webinar for this gathering in our "Don't Do Dumb" series. Click the event name above for more details. Space is limited and registration is required...so reserve your spot today! ***Please note that each person attending must register separately.
April 10, 2024
5:30p - 7:30p
D.C. Cobb's
Don't Do Dumb: 3 People You Need: CPA, Financial Planner & Estate Planning Attorney
Join us at D.C. Cobb's in East Dundee for the next gathering in our "Don't Do Dumb" series. Click the event name above for more details. Space is limited and registration is required...so reserve your spot today! ***Please note that each person attending must register separately.
April 24, 2024
5:30p - 7:30p
D.C. Cobb's
Don't Do Dumb: NEVER Borrow from Retirement!
Join us at D.C. Cobb's in East Dundee for the next gathering in our "Don't Do Dumb" series. Click the event name above for more details. Space is limited and registration is required...so reserve your spot today! ***Please note that each person attending must register separately.
Past Events
March 13, 2024
5:30p - 7:30p
D.C. Cobb's
Don't Do Dumb: The ABC's of College Savings
Join us at D.C. Cobb's in East Dundee for the next gathering in our "Don't Do Dumb" series. Click the event name above for more details. Space is limited and registration is required...so reserve your spot today! ***Please note that each person attending must register separately.
February 28, 2024
5:30p - 7:30p
Wild Onion Brewery
Don't Do Dumb: Help Your Beneficiaries Pay Less in Taxes!
Join us at the Wild Onion Brewery in South Barrington, IL for the next gathering in our "Don't Do Dumb" series. Click the event name above for more details. Space is limited and registration is required...so reserve your spot today! ***Please note that each person attending must register separately.
February 14, 2024
5:30p - 6:30p
WEBINAR
Don't Be Stupid Cupid: Your Finances as a Couple - WEBINAR
Join us via webinar for this gathering in our "Don't Do Dumb" series. Click the event name above for more details. Space is limited and registration is required...so reserve your spot today! ***Please note that each person attending must register separately.
January 24, 2024
5:30p - 6:30p
WEBINAR
Don't Do Dumb: No Need to Rush Paying Off Your Mortgage! - WEBINAR
Join us via webinar for this gathering in our "Don't Do Dumb" series. Click the event name above for more details. Space is limited and registration is required...so reserve your spot today! ***Please note that each person attending must register separately.
January 10, 2024
5:30p - 7:00p
D.C. Cobb's
Don't Do Dumb: It's Not Too Late Today, But It Is Tomorrow!
Join us at D.C. Cobb's in East Dundee for the next gathering in our "Don't Do Dumb" series. Click the event name above for more details. Space is limited and registration is required...so reserve your spot today! ***Please note that each person attending must register separately.
December 20, 2023
5:00p - 7:00p
D.C. Cobb's
Don't Do Dumb: Financial Planning Software Starts with a Major Flaw!
Join us at D.C. Cobb's in East Dundee for the next gathering in our "Don't Do Dumb" series. Click the event name above for more details. Space is limited and registration is required...so reserve your spot today! ***Please note that each person attending must register separately.
December 6, 2023
5:00p - 6:00p
WEBINAR
Don't Do Dumb: Charts Don't Matter! - WEBINAR
Join us for the first webinar in our "Don't Do Dumb" series. Click the event name above for more details. Space is limited and registration is required...so reserve your spot today! ***Please note that each person attending must register separately.
November 30, 2023
5:30p - 8:30p
Moretti's
2023 Client Appreciation Night
Please join us from 5:30 pm to 8:30 pm on November 30, 2023 for a fun evening filled with outstanding conversation and delicious food at Moretti's in Elgin, IL. David Morrison from Capital Group/American Funds will be in attendance and will provide us with some insightful market updates. Have a friend or family member that may benefit from attending? Feel free to register them as well. On-line registration closes at 6:00 pm on November 24th and space is limited...reserve your spot today! (Valid for clients in Illinois and Wisconsin only.)
November 8, 2023
5:00p - 7:00p
D.C. Cobb's
Don't Do Dumb: Are Micro-Subscriptions Bleeding Your Bank Account?
Join us at D.C. Cobb's in East Dundee for the next gathering in our "Don't Do Dumb" series. Click the event name above for more details. Space is limited and registration is required...so reserve your spot today! ***Please note that each person attending must register separately.
October 25, 2023
5:00p - 7:00p
D.C. Cobb's
Don't Do Dumb: Fad Investments Suck!
Join us at D.C. Cobb's in East Dundee for the next gathering in our "Don't Do Dumb" series. Click the event name above for more details. Space is limited and registration is required...so reserve your spot today! ***Please note that each person attending must register separately.
October 11, 2023
5:00p - 7:00p
D.C. Cobb's
Don't Do Dumb: Provide for Your Heirs, not the IRS!
Join us at D.C. Cobb's in East Dundee for the next gathering in our "Don't Do Dumb" series. Click the event name above for more details. Space is limited and registration is required...so reserve your spot today! ***Please note that each person attending must register separately.
September 27, 2023
5:00p - 7:00p
D.C. Cobb's
Don't Do Dumb: The 4% Rule is Garbage
Join us at D.C. Cobb's in East Dundee for the next gathering in our "Don't Do Dumb" series. Click the event name above for more details. Space is limited and registration is required...so reserve your spot today! ***Please note that each person attending must register separately.
September 13, 2023
5:00p - 7:00p
D.C. Cobb's
Don't Do Dumb: It's About Years, Not Percentages
Join us at D.C. Cobb's in East Dundee for the first in the "Don't Do Dumb" series. Click the event name above for more details. Space is limited and registration is required...so reserve your spot today! Please note that each person attending must register separately.