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• Spousal Refusal

  • When
    October 04, 2017
  •  
    7:15 AM - 9:00 AM (CDT)
  • Location
    Butterfield Country Club - 2800 Midwest Rd, Oak Brook, IL 60523
  • Registered
    54 registrants

  Register

  Speaker: Amy DeLaney
  Topic: Spousal Refusal

  Presentation Overview:  Certain scenarios tend to arise with our aging populations. Sometimes one spouse is very ill while another spouse owns a business or has a large 401K. Later in life or second marriages often lead to a natural division of assets, but when one spouse gets sick, does Medicaid respect that division? Amy Delaney, an elder law attorney with Delaney Delaney & Voorn, Ltd. of Oak Brook, will be speaking on these issues and the potential solutions under the Medicaid laws.

  Speaker Biography:

  Amy DeLaney is the founding Partner of DeLaney DeLaney & Voorn, Ltd. where her elder law practice concentrates in Medicaid, special needs and estate planning, guardianships, and probate & estate administration. Amy Parise DeLaney is a (CELA) Certified Elder Law Attorney in the State of Illinois, as certified by the National Elder Law Foundation. There are currently only twelve CELAs in the State of Illinois. Amy has been awarded the highest rating by avvo.com and the award of Leading Lawyer. She was selected by her attorney peers as a Super Lawyer, and has been awarded the highest A.V. rating for ethics and expertise by Martindale-Hubbell as determined in evaluations by the judiciary and bar. Ms. DeLaney is a current board member and past President for the National Academy of Elder Law Attorneys in Illinois. She served on the editorial board of the National Academy of Elder Law Attorneys Law Journal. Ms. DeLaney has been a member of the Chicago Bar Association, Elder Law Committee; Illinois Bar Association; and the South Suburban Estate Planning Council. She also volunteers on the board of directors of several charitable foundations, including the Veterans' Legal Aid Society in Oak Brook. Ms. DeLaney received her B.A.and M.A. from the University of Illinois, and her J.D. from Northwestern School of Law of Lewis & Clark College in Portland, Oregon. She has been admitted to practice in Washington, Oregon, and Illinois, and before the U.S. District Court and U.S. Tax Court.

  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 - Judges Panel & Networking

  • When
    October 19, 2017
  •  
    4:30 PM - 7:30 PM (CDT)
  • Location
    Butterfield Country Club - 2800 Midwest Rd, Oak Brook, IL 60523
  • Registered
    7 registrants

  Register

  Speaker: Judges TBA
  Topic: Judges Panel Discussion & Networking Event

  Members may register and bring one guest at no charge.

  Thank you to our sponsor

  
  

  
  

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• Five Best LinkedIn Features for Building Your Personal Brand & Finding New Clients

  • When
    November 01, 2017
  •  
    7:15 AM - 9:00 AM (CDT)
  • Location
    Butterfield Country Club - 2800 Midwest Rd, Oak Brook, IL 60523
  • Registered
    3 registrants

  Register

  Speaker: Wayne Breitbarth
  Topic: LinkedIn

  Presentation Overview:  Join the 80,000+ people who have learned how to achieve business and career success with LinkedIn, the world's most popular professional networking site, from Wayne Breitbarth, a nationally recognized speaker, author and consultant. Wayne will share with us the very best (often hard to find) LinkedIn features to grow your brand and your business.

  Speaker Biography:

  

  Wayne Breitbarth is the CEO of Power
  Formula LLC. He is an experienced businessman, speaker, and author and an internationally recognized industry leader in LinkedIn training, marketing, and consulting.

  Wayne has shared his expertise with more than 80,000 business professionals through private business consulting, dynamic presentations to worldwide audiences, and his critically acclaimed book, The Power Formula for LinkedIn Success (now in its third edition). He has been featured in Forbes, Inc., Wired, and American Express Open Forum and seen on NBC and Fox Business.

  Wayne works with companies to develop a comprehensive strategy for using LinkedIn to increase sales, raise brand awareness, recruit employees and reduce recruiting fees, and discover new markets for products and services. He shares his proven five-step process for LinkedIn results with individuals through his online course Explode Your Revenues Using LinkedIn.

  He is a CPA, received an accounting degree from the University of Wisconsin-Whitewater and an MBA from Marquette University, and has received recognition for his public service in the Milwaukee community, where he resides with his wife of 35 years.

  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
• What the Trusted Advisor Needs to Know When a Client Faces Divorce

  • When
    December 13, 2017
  •  
    7:15 AM - 9:00 AM (CST)
  • Location
    Butterfield Country Club - 2800 Midwest Rd, Oak Brook, IL 60523
  • Registered
    1 registrant

  Register

  Speaker: Meig Harmon 
  Topic: What the Trusted Advisor Needs to Know When a Client Faces Divorce
  

  Presentation Overview:  The subject matter touched on a variety of different issues relevant to both estate planners and financial advisors who advise clients regarding their estate and financial planning.  I discussed issues related to college education funding, family business succession planning, gifting to adult children, how trust assets and income impact child and spousal support and other similar topics, to point out how the prospect of a future divorce of a client (or their child or other family member) might impact the advice that should be given to a client surrounding these issues.

  Speaker Biography: 

  Meighan Harmon focuses on complex family law cases involving the distribution of multi-million dollar estates and represents successful business professionals and their spouses from a variety of industries, as well as individuals with multi-generational wealth.  

  Meighan is part of an elite group of leaders in family law. In 2011, she was elected by her peers to be President of the Illinois Chapter of the American Academy of Matrimonial Lawyers. In 2016, Super Lawyers named Meighan as one of the Top 50 Women Lawyers in Illinois, and she has since been named in Best Lawyers in America, Leading Lawyers Network, and Illinois Super Lawyers.
  

  A frequent lecturer on family law topics, she is also a published author, having assisted in the researching and drafting of the book Problems in Family Law. She also co-authors a chapter for the Illinois Institute for Continuing Legal Education titled Unique Employee Benefits: Stock Options, ESOPs, Etc and published articles in the Matrimonial Strategist, the Chicago Daily Law Bulletin, The Family Advocate, and other publications.

  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
• Ethics of Beginning/Ending a Practice

  • When
    February 07, 2018
  •  
    7:15 AM - 9:00 AM (CST)
  • Location
    Butterfield Country Club - 2800 Midwest Rd, Oak Brook, IL 60523
  • Registered
    Nobody

  Register

  Speaker: Melissa Smart
  Topic: Ethics of Beginning/Ending a practice
  

  Presentation Overview:  TBA

  Speaker Biography:

  Melissa A. Smart is litigation group manager and senior counsel at the Illinois Attorney Registration and Disciplinary Commission of the Supreme Court of Illinois (ARDC), where she oversees a staff of litigation attorneys, investigates charges of lawyer misconduct and prosecutes disciplinary cases. Ms. Smart obtained her B.A. in Liberal Arts and Sciences from the University of Illinois at Urbana-Champaign. She received her law degree from The John Marshall School of Law, graduating cum laude. In 1999, Ms. Smart began her legal career with the ARDC. Having been a member of the Commission's staff for over a decade, she has investigated thousands of charges of professional misconduct and has been responsible for over 100 different formal disciplinary proceedings filed in the Supreme Court of Illinois or before various Commission Boards She has tried dozens of matters before the Commission Hearing Board. Ms. Smart is active in the CBA and is a current member of the ISBA. She has lectured and presented workshops regarding professional responsibility and disciplinary law to various bar association groups, government agencies, law firms, private organizations and law schools. She has appeared as a guest on numerous radio programs. She has been selected to work on pilot programs for the Illinois Supreme Court Commission on Professionalism, which have developed model courses on professional responsibility and CLE course facilitation. She was named as a Member of the Joint Illinois State Bar Association/Chicago Bar Association Special Committee on Ethics 2000 which reviewed existing Illinois ethics guidelines and suggested changes to the Illinois Supreme Court which formed the basis for the New 2010 Illinois Rules of Professional Conduct.

  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
• Take Me Out of the Ball Game (removing assets from your estate)

  • When
    March 07, 2018
  •  
    7:15 AM - 9:00 AM (CST)
  • Location
    Butterfield Country Club - 2800 Midwest Rd, Oak Brook, IL 60523
  • Registered
    Nobody

  Register

  Speaker: Brian Witlock
  Topic: Take Me Out of the Ball Game (removing assets from your estate)
  

  Presentation Overview:  TBA

  Speaker Biography:

  TBA

  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
• Behavioral Finance

  • When
    April 04, 2018
  •  
    7:15 AM - 9:00 AM (CDT)
  • Location
    Butterfield Country Club - 2800 Midwest Rd, Oak Brook, IL 60523
  • Registered
    Nobody

  Register

  Speaker: Samantha Lamas - Morningstar
  Topic: Behavioral Finance
  

  Presentation Overview:  TBA

  Speaker Biography:

  TBA

  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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• 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
    Nobody

  Register

  Speaker: Ryan Walsh
  Topic: Estate Law Update
  

  Presentation Overview:   TBA

  Speaker Biography:   

  Ryan A. Walsh advises individuals, 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, real estate transactions, contested estate and trust litigation, trust reformation proceedings, probate and guardianship matters, and representation of clients before the Internal Revenue Service.

  Ryan is 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 Vice-Chair), the Illinois State Bar Association (Federal Taxation Section Council and Trusts and Estates Section), the Chicago Bar Association (Trust Law Executive Committee), and the American Cancer Society Planned Giving Sub-Committee. Ryan regularly speaks and writes on various estate planning, administration, and tax topics and has been named an Illinois Super Lawyers “Rising Star” in 2012, 2013, and 2014.

  Ryan is licensed to practice law in the State of Illinois and the State of Florida, and before the U.S. District Court for the Northern District of Illinois. Ryan received his B.S. from the University of Notre Dame in 1997 and his J.D., magna cum laude, from Loyola University Chicago School of Law in 2006, where he was a staff editor of the Loyola University Chicago Consumer Law Review.

  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
• 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
    Nobody

  Register

  Spring Members Only Event - Networking

  Members may bring one guest at no charge.
  

  
  

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• Economics

  • When
    June 06, 2018
  •  
    7:15 AM - 9:00 AM (CDT)
  • Location
    Butterfield Country Club - 2800 Midwest Rd, Oak Brook, IL 60523
  • Registered
    Nobody

  Register

  Speaker: Jack Ablin
  Topic: Economics
  

  Presentation Overview:  Jack Ablin, Chief Investment Officer for BMO Private Bank U.S., 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 an Executive Vice President and Chief Investment Officer with BMO Private Bank.

  As Head of Macro Strategy, Jack chairs the Asset Allocation, Mutual Fund Re-Optimization and Harriscreen Stock Selection Committees and is responsible for establishing investment policy and strategy within BMO Wealth Management - U.S.. He joined the organization in 2001 and has three decades of experience in money management.

  Jack earned a bachelor’s degree from Vassar College in New York, where he graduated with honors with an A.B. 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.

  • Author of Reading Minds and Markets: Minimizing Risk and Maximizing Returns in a Volatile Global Marketplace, published in July 2009 by F.T. Press; Wall Street Journal’s best-seller list, 2009.
  • A frequent contributor to CNBC, Bloomberg, The Wall Street Journal and Barron’s.
  • Served as a Professor of Finance at Boston University, Graduate School of Management.
  • Spent five years as a Money and Markets correspondent for the NBC affiliate in Jacksonville, Florida.
  • Named one of the top 100 Wealth Advisors in North America, by CityWealth magazine in 2006 and 2010-2016.

  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