Events

We’d love for you to join us at Rustico in Oak Park 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, and if there’s someone you’ve been meaning to introduce to our team, this is the perfect setting.

Street parking is available (meters are enforced enforce about 8 a.m.–10 p.m.) along with the Avenue Parking Garage (Euclid Ave, covered public garage ~0.2 mi away). For more parking options, we recommend using SpotHero (plan to reserve in advance to guarantee pricing).

If you can’t make this one, mark your calendar for an upcoming Happy Hour:

• August 7th – The Dock at Montrose Beach, 200 W. Montrose Harbor Dr., Chicago, IL
• September 11th – Uncommon Ground, 3800 N Clark St, Chicago, IL

During this complimentary session, we’ll provide a market summary addressing some of the current progress and trends, talk about the economic and macro backdrop, as well as provide insights on asset markets and long-term investing themes.

We’re heading to the lake front for our second summer Happy Hour, and you’re invited! Join us at The Dock at Montrose Beach for a laid-back evening by the water. This is a great opportunity to unwind and introduce someone to our team!

Please RSVP so we can save you a seat!

The closest option is the Montrose Harbor Lot (rates are 1hr /$4.42, 4hr/$9.53). If this lot is full and you don’t mind a pleasant walk, SpotHero suggests spots at nearby Weiss Memorial Garage: ~0.8 mi, starting ~$9.25 (use the SpotHero app or website for more information). Free and metered parking can also be found on nearby N Simonds drive as well.

If you can’t make this one, mark your calendar for our last Happy Hour:

• September 11th – Uncommon Ground, 3800 N Clark St, Chicago, IL

Join us for our final Happy Hour of the summer! We’ll be at Uncommon Ground in Wrigleyville for an evening of great conversation, tasty drinks, and familiar faces. Whether you’re a longtime client or someone newer to the fold, we’d love for you to bring someone you’ve been meaning to introduce to us.

Free and metered street parking can be found near Uncommon Grounds (be sure to check for signs!). The Hotel Zachary has an attached garage for $16 for 2 hours and is a5-minute walk from the venue. The other closest covered parking option is the Kenmore Avenue Garage (be sure to check the SpotHero app for rates and other options as well!).

If you can’t make this one, we hope to see you next summer for our Happy Hour Series —dates to follow!

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).

Join us for a fun and relaxed evening with our team and fellow clients at Island Party Hut on the Chicago Riverwalk! Enjoy drinks, light bites, and waterfront views as we celebrate the kickoff to the summer season.

Nearby Parking Options:

· Millennium Park Garage – 5 S. Columbus Dr.

· Park Millennium Garage – 221 N. Columbus Dr.

· 55 E. Monroe Garage – entrance on S. Lake Shore Dr.

· SP+ Parking – 303 E. Wacker Dr

Mary Beth Franklin, CFP® from RetirePro, LLC., is one of the country’s leading experts on Social Security and Medicare and will be our guest speaker for this event. Mary Beth is an award-winning journalist and Certified Financial Planning professional. She is a former contributing columnist on retirement issues for Investment News, a publication for financial advisors. Mary Beth is the host of the public television program, Social Security & You.

“How to Maximize Social Security Benefits” covers the rules and strategies to maximize benefits for married couples, eligible divorced spouses and families with minor or disabled children. It explains how lifetime earnings and age of claiming benefits determines monthly benefits amount. The presentation outlines changes for 2025 including higher benefits and for some earners, higher taxes, due to annual cost-of-living adjustments. It also details the new Social Security Fairness Act which repeals two provisions that had reduced or eliminated Social Security benefits in the past for some public sector workers—including some police, firefighters and teachers— who have pensions based on work where they did not pay FICA taxes.