Events

During this complimentary session, we’ll address important components of Social Security benefits. We'll talk about how Social Security benefits are calculated and discuss options for anyone who has ever been married, as well as the role of taxes and your retirement plan. We’ll also look at the newly passed Social Security Fairness Act, which may increase Social Security benefits for people with a non-covered pension through the elimination of the Windfall Elimination Provision (WEP) and the Government Pension Offset (GPO).

We’d love for you to join us for our next Summer Happy Hour—this time at Uncommon Ground in Lakeview!

This is a great opportunity to spend time together in a relaxed setting. Uncommon Ground offers a great indoor/outdoor atmosphere that makes it easy to connect. If there’s someone you’ve been meaning to introduce to our team, this is a perfect setting to do so.

Street parking is available throughout the Lakeview neighborhood surrounding Uncommon Ground. While the venue is near Wrigley Field, there is no home game for the Chicago Cubs scheduled that evening, which should help reduce congestion compared to typical event nights.

Parking along Clark Street and other main roads may still fill up during the early evening, but residential side streets nearby (such as Grace, Byron, and Sheffield) often provide additional options. Please be mindful of posted permit restrictions and signage.

Rideshare services and public transportation are also convenient alternatives. The Addison Red Line stop is approximately a 10-minute walk from the venue, and several bus routes run along Clark Street.

We’d love for you to join us for our next Summer Happy Hour—this time at The Dock at Montrose Beach!

This is a great opportunity to spend time together in a relaxed setting. The Dock offers a great outdoor atmosphere with views of the water and live music daily. This is a repeat event from last year and was one of our guests’ favorites – you won’t want to miss this one! As always, if there’s someone you’ve been meaning to introduce to our team, this is a perfect setting to do so.

Parking is available in the Montrose Beach and harbor area, including the paid lot near The Dock. Additional parking can be found along Montrose Harbor Drive and nearby streets west of Lake Shore Drive if you don’t mind a good walk before joining us!

Rideshare drop-off is available near the harbor entrance, and public transit provides access followed by a short walk to the venue.

We’d love for you to join us for our next Summer Happy Hour—this time at Welcome Back Lounge!

This is our final Summer Happy Hour of the season. Come relax with us in a cozy retro-inspired setting, complete with a vintage camper converted into an outdoor bar! As always, if there’s someone you’ve been meaning to introduce to our team, this event would certainly be perfect for it.

Street parking is available along Milwaukee Avenue and surrounding streets in the Logan Square area. Nearby residential streets may offer additional options; please check for posted permit restrictions and signage.

Rideshare services are a convenient option with direct drop-off along Milwaukee Avenue. Public transportation is also easily accessible, with the California Blue Line stop approximately a 5-minute walk from the venue.

We’d love for you to join us at Replay in Andersonville for a fun, laid-back evening with friends, colleagues, and community. These happy hours are designed to give us a chance to connect in a casual environment . Also, if there’s someone you’ve been meaning to introduce to our team, this is the perfect setting . The majority of our team, including our out-of-state teammates, will be in Chicago this week as well, so if you haven’t met them yet, this is your chance!

Join us to explore how families can dream bigger, learn smarter, and save more effectively for education by understanding rising education costs, funding gaps, and long-term planning strategies. In this complimentary session, we'll discuss the Scholar's Edge 529 Plan. We'll explore how 529 plans work, the potential benefits and flexibility they may offer, and practical ways to help build a tax-advantaged savings strategy that supports both future education and broader financial goals.

Join us for a virtual presentation on Thursday – May 21st, 2026. The event is complimentary. Below are details about the event.

"How to Maximize Social Security Benefits," a one-hour webinar with guest speaker, Mary Beth Franklin, CFP® RetirePro, LLC., is a recognized retirement income expert and one of the country’s leading experts on Social Security & Medicare. She is an award-winning journalist, Certified Financial Planning professional and a former contributing columnist on retirement issues for Investment News, a publication for financial advisors.

During this event, she will explain Social Security eligibility rules and claiming strategies and the impact of the latest 2.8% cost-of-living adjustment on benefit amounts in 2026. She will also outline how the recent repeal of two controversial Social Security rules will increase benefits for millions of retired public-sector workers, including many police, firefighters, teachers and state and local workers. Finally, Franklin will detail how the new temporary tax deduction for taxpayers aged 65 and older could impact the taxation of Social Security benefits.