We're excited to announce another year of partnership with Money Smart Week® to host a series of financial education seminars. Money Smart Week is an annual national public awareness campaign to promote personal financial health and literacy. This year our seminar topics include: financial lessons for kids, cybersecurity protection, commercial real estate, careers in finance and money management for women.
Read below to check out our public events and register to attend!
April 25th - Cybersecurity: Protecting Yourself in the Digital Age
How can you protect your financial standing from fraud? Join us for an impactful presentation exploring the warning signs of identity theft, strategies for safeguarding your information and steps to start on the path to recovery. We are offering a morning and evening session. Click below to learn more about each session:
April 26th - The Finance, Fundamentals and Funding of Commercial Real Estate
Join our team of panelists from Wipfli LLP, Dream Town Realty and Wintrust Financial Corporation to discuss key considerations for buying and selling, tax planning preparation and funding your commercial real estate investment(s).
April 27th - Getting Certified: Becoming a CPA and CFP® Professional
Have college age kids interested in financial careers? Interested in a career change? This session will cover the various career paths of a Certified Financial Planner™ and a certified public accountant (CPA). This session will cover trends in financial services, the value of these certifications in the field and the path to becoming a CFP® or CPA certificant.