Broker Check

Illinois Office

650 Spring Hill Ring Rd., #2000

West Dundee, IL 60118

Florida Office

5337 Paylor Ln., Ste. 300

Lakewood Ranch, FL 34240

Events

Upcoming Events

June 26, 2024

5:30p - 6:30p

WEBINAR

Register

Don't Do Dumb: Forget Doing a Budget! (Maybe)

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.

Past Events

June 12, 2024

5:30p - 7:00p

D.C. Cobb's

Don't Do Dumb: The Financial Planning Process

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.

May 22, 2024

5:30p - 6:30p

WEBINAR

Don't Do Dumb: Don't Panic in an Election Year!

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 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.

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.

March 27, 2024

5:30p - 6:30p

WEBINAR

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.

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.

Event Registration