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• Estate Law Update

  • When
    May 02, 2018
  •  
    7:15 AM - 9:00 AM (CDT)
  • Location
    Butterfield Country Club - 2800 Midwest Rd, Oak Brook, IL 60523
  • Registered
    57 registrants

  Register

  Speaker: Ryan Walsh
  Topic: Estate Law Update
  

  Presentation Overview:   An update of recent legislation, case law, and administrative rulings affecting estate planning, trust and estate administration, and related tax matters.

  Speaker Biography:   

  Ryan A. Walsh, a partner at Hamilton Thies & Lorch, LLP in Chicago, advises individuals and families, business owners, and financial institutions on a range of estate planning, trust, and tax matters. He also has significant experience with trust and estate administration, preparation of estate, gift, and fiduciary income tax returns, contested estate and trust litigation, trust reformation proceedings, probate and guardianship matters, real estate transactions, and representation of clients before the Internal Revenue Service. Ryan is a Fellow of the American College of Trust and Estate Counsel. He is also a member of the Chicago Estate Planning Council, the American Bar Association (Section of Taxation; Section of Real Property, Trust and Estate Law, Estate and Gift Tax Committee Co-Chair), the Illinois State Bar Association (Federal Taxation Section Council Chair; Trusts and Estates Section), and the Chicago Bar Association (Trust Law Committee Chair). Ryan regularly speaks and writes on various estate planning, administration, and tax topics and was named one of 40 Illinois Attorneys Under 40 to Watch. Ryan received his B.S. from the University of Notre Dame and his J.D., magna cum laude, from Loyola University Chicago School of Law. He is licensed to practice law in Illinois and Florida. Ryan serves on the board of the Greater Illinois Chapter of the Cystic Fibrosis Foundation and on planned giving committees for Catholic Charities, the Archdiocese of Chicago, and Lurie Children’s Hospital.

  This course has been approved for 1 hour of MCLE, CFP and CPA credit.
  

  Thank you to our sponsor

  
  

  Additional Details:

  • Networking begins at 7:15 a.m.
    
  • Breakfast served at 7:30 a.m.
    
  • Speaker Presentation at 8:00 a.m.
    
  • Meeting concludes at 9:00 a.m.
    

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• Members Only Event - Networking

  • When
    May 16, 2018
  •  
    5:00 PM - 7:30 PM (CDT)
  • Location
    Butterfield Country Club - 2800 Midwest Rd, Oak Brook, IL 60523
  • Registered
    2 registrants

  Register

  Spring Members Only Event - Networking

  Members may bring one guest at no charge.
  

  
  

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• Goals Based Investment Strategies

  • When
    June 06, 2018
  •  
    7:15 AM - 9:00 AM (CDT)
  • Location
    Butterfield Country Club - 2800 Midwest Rd, Oak Brook, IL 60523
  • Registered
    5 registrants

  Register

  Speaker: Jack Ablin
  Topic: Economics
  

  Presentation Overview:  Jack Ablin, Chief Investment Officer for Cresset Wealth Advisors, will lay out his global macro strategy for navigating the uncertainty surrounding the ever-changing investment markets and the global economy. Looking at the world from 30,000 feet, Mr. Ablin evaluates the economic landscape, addresses public policy and together with market valuation, will lay out an easy-to-understand investment strategy.

  Drawing upon his investment experience spanning nearly 30 years, Mr. Ablin provides a unique blend of quantitative techniques and common sense intuition to formulate his investment perspectives. He also draws on examples that we hear of everyday to bring his approach to life. The result will be clear, easy to understand strategies for traversing the world we live in today.

  Speaker Biography:

  Jack Ablin, CFA is Chief Investment Officer with Cresset Wealth Advisors.

  Jack is the leader of Cresset’s investment strategy and provides investment policy and philosophy guidelines to the firm’s advisor teams and clients. Jack joined the organization in 2018 and has three decades of experience in money management. Jack was formerly the Chief Investment Officer with BMO Harris Bank.

  Jack is the author of Reading Minds and Markets: Minimizing Risk and Maximizing Returns in a Volatile Global Marketplace, published in July 2009 by F.T. Press; The Wall Street Journal best-seller list, 2009. Jack is a frequent contributor to CNBC, Bloomberg, The Wall Street Journal and Barron’s. Jack served as a Professor of Finance at Boston University, Graduate School of Management. He spent five years as a Money and Markets correspondent for the NBC affiliate in Jacksonville, Florida. Jack was named one of the top 100 Wealth Advisors in North America, by CityWealth Magazine in 2006, 2010, 2011, 2012, 2013, 2014, 2015 and 2016.

  Jack earned an A.B. degree from Vassar College in New York, where he graduated with honors in Mathematics and Computer Science. A member of the Beta Gamma Sigma International Honor Society, Jack received an M.B.A. with honors, and graduated cum laude from Boston University in Massachusetts. He holds the Chartered Financial Analyst® designation and is a member of the CFA Society of Chicago.

  Thank you to our sponsor
  

  
  

  Additional Details:

  - Networking begins at 7:15 a.m.
  - Breakfast served at 7:30 a.m.
  - Speaker Presentation at 8:00 a.m.
  - Meeting concludes at 9:00 a.m.

  
  

  Show details