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Thank you to our Sponsor:
1.0 CLE general credit pending | 1.0 CFP CE approval pending | CPA CPE certificates provided
7:15 a.m. full breakfast buffet 7:45 a.m. announcements, estate planning update, sponsor message 8:00 - 9:00 a.m. program
Steve Meves, Chief Investment Officer for Old Second Wealth Department, has over 16 years of investment experience managing investments for trust clients, high-net-worth individuals and institutional relationships. He manages the Investment Team that is responsible for investment strategy, market research, security analysis, and portfolio management. Steve also manages client portfolios and co-manages the Equity and Fixed Income Common Trust funds. Steve has a B.A. in Finance, Investments & Banking and a B.A. in Economics from University of Wisconsin – Madison. He also has a M.B.A. from University of Chicago Booth School of Business and is a Chartered Financial Analyst®. Steve is a member of the CFA Society of Chicago and of the CFA Society of Milwaukee. Old Second National Bank Aurora is a community bank dedicated to serving the current and future needs of the families and businesses that make up the communities in which we live and work.
Old Second National Bank Aurora is a community bank dedicated to serving the current and future needs of the families and businesses that make up the communities in which we live and work.
Please note: all registrations must be paid in advance. Cancellation with refund is available until 10:00 a.m. four business days in advance.
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DuPage County Estate Planning Council | 1018 W. Madison St., Ste. 9 | Chicago, IL 60607Tel. 708.338.0760 | dpcepc@navandassoc.com
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