TBD—
Warrenville, IL · Public library
Social Security & Medicare: the timing decisions
The claiming ages, the enrollment windows, and the two mistakes that cost the most. Ninety minutes, no jargon, questions welcome.
In the neighborhood
We show up where our neighbors are.
Free workshops, library seminars, and the local causes we put our name behind — in DuPage County and across the Las Vegas valley.
Upcoming
Come sit in. No cost, no pitch.
Every session is free and open to the public. Bring a spouse, bring a neighbor, bring your questions.
TBD—
Las Vegas, NV · Community room
Retirement income: making the paycheck last
Withdrawal order, sequence-of-returns risk, and how to build income that survives a bad first year. For anyone within ten years of retiring.
TBD—
Warrenville, IL · Employer on-site
Lunch & learn: your benefits, decoded
We'll come to your workplace and walk your team through their 401(k), group coverage, and what the gaps actually are. No cost to the employer.
Dates are announced here and by email first. Ask us to add you to the list.
Request guidance — free consultation
Beyond the office
A firm is its neighborhood.
We've built this practice one conversation at a time, mostly with people who met us somewhere other than an office.
- Free financial literacy workshops at public libraries and community centers
- Employer lunch-and-learns on benefits, 401(k)s, and coverage gaps
- Medicare enrollment help sessions each fall, before the deadline
- Local youth sports and school fundraising in DuPage County and the valley
Where we show up
The field guide library · Free
Two guides. Sixteen pages. No jargon.
Claiming ages, enrollment windows, the five-year look-back, and how to protect the spouse at home. Enter your email and both downloads unlock on the spot.
No spam — the guides, and nothing else unless you ask.
Unlocked. Copies are on their way to your inbox.
Guide Nº 1 → Guide Nº 2 →