Providing Informed Guidance In The Creation, Conservation And Distribution Of Estates.
Log in

Upcoming events

    • December 11, 2019
    • 7:15 AM - 9:15 AM (CST)
    • Butterfield Country Club - 2800 Midwest Rd, Oak Brook, IL 60523
    Register

     Economic Update


    with

    Michael Stritch, CFA
    Chief Investment Officer & National Head of Investments
    BMO Wealth Management


    Thank you to our Sponsor


    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.

    Michael Stritch is Chief Investment Officer and National Head of Investments inthe U.S. with BMO Wealth Management. 

    As head of the Investment team, Michael chairs the Personal Asset Management Committee and is responsible for setting investment policy and strategy for our clients throughout the United States. He joined the organization in 2013 as a Managing Director of Investments for our Ultra High Net Worth group, and became National Head of Investments in 2015. In January 2018 Michael took over the role of Chief Investment Officer. With close to two decades of experience in money management, Michael has a deep background in economic analysis, portfolio construction and risk management.  

    Michael earned a BA in economics from Northwestern University and an MBA with distinction in finance and decision sciences from the J.L. Kellogg Graduate School of Management at Northwestern University in Evanston, Illinois. He is a member of the Beta Gamma Sigma International Honor Society, holds a Chartered Financial Analyst designation, and is a member of the CFA Institute, CFA Society of Chicago, and the Chicago Quantitative Alliance. He is also a graduate of the American Bankers Association – National Trust School.

    Michael is frequently quoted in the financial press and media outlets, including Bloomberg, The Wall Street Journal, Marketwatch and U.S. News. 

    He resides in LaGrange, IL with his wife and children. 


    • February 05, 2020
    • 7:15 AM - 9:15 AM (CST)
    • Butterfield Country Club - 2800 Midwest Rd, Oak Brook, IL 60523

    E-Wills and E-Notarization
    Speaker:
    Susan Snyder

    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.

    • March 04, 2020
    • 7:15 AM - 9:15 AM (CST)
    • Butterfield Country Club - 2800 Midwest Rd, Oak Brook, IL 60523

    Program Description to follow. 

    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.

    • April 01, 2020
    • 7:15 AM - 9:15 AM (CDT)
    • Butterfield Country Club - 2800 Midwest Rd, Oak Brook, IL 60523

    Details to follow... 




    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.



    • May 06, 2020
    • 7:15 AM - 10:15 AM (CDT)
    • Butterfield Country Club - 2800 Midwest Rd, Oak Brook, IL 60523

    Private Foundations and Donor-Advised Funds:
    Advantages, Limitations and Planning Opportunities


    Tony Oomen
    Vice President and charitable planning consultant
    Fidelity Charitable 

    Richard Sevcik 
    Managing Partner, Firmwide Co-Chair, 
    Tax-Exempt Organizations Practice
    Perkins Coie LLP
     

    While both private foundations and DAFs enable strategic and tax-effective charitable giving, with differing structures, rules, privacy and flexibility, the two vehicles come with a unique set of advantages and limitations.  We examine and compare the benefits of donor-advised funds and private foundations.

    We will provide details concerning the characteristics of each vehicle and compare the tax deductibility, organization structure, administration and cost, flexibility in grantmaking, and legacy aspects of each.

    Discussion topics:

    • Private foundations compare to donor-advised funds
    • Complementing a private foundation with a donor-advised fund
    • Asking the right questions to determine the best strategy for you clients

    Thank you to our Sponsor

     


    Speaker bios: 

    Tony Oommen, vice president and charitable planning consultant, Fidelity Charitable®, builds relationships with advisors, enhances their understanding of Fidelity’s donor-advised fund program, and discusses ways to incorporate charitable giving into clients’ financial and wealth management plans. Mr. Oommen has dedicated his career to being a strategic advisor to high-net-worth clients and has developed a passion for helping clients identify creative and impactful ways to incorporate philanthropy into their comprehensive financial plans. Previously, he held various roles as an advisor and financial planner for private wealth management firms in Chicago and Cincinnati. He is a member of the Chicago Estate Planning Council and the Chicago Council on Planned Giving. He volunteers as a board member of the Associated Colleges of Illinois, a non-profit organization. He earned a B.S., University of Illinois.

    A seasoned tax and transactional partner with roughly 30 years of experience, Richard L. Sevcik represents numerous nonprofit organizations, public charities, private foundations, healthcare systems, as well as colleges and universities. Rick’s areas of counsel encompass entity formation, ongoing operations and management, governance, reporting obligations and issues that arise in transactions involving exempt organizations.

    Rick has a substantive practice counseling healthcare providers and industry participants, including representing exempt healthcare systems and hospitals in connection with corporate governance, tax compliance, transactions and joint ventures, tax exempt bond financings, and IRS reporting and community benefit issues. Rick has represented a number of healthcare systems in connection with their integration with physicians, other providers and business enterprises.

    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.


    • May 13, 2020
    • 5:00 PM - 7:30 PM (CDT)
    • Butterfield Country Club - Paddle Hut - 2800 Midwest Rd, Oak Brook, IL 60523

    Save the date

    Details to follow

     

    • June 03, 2020
    • 7:15 AM - 9:15 AM (CDT)
    • Butterfield Country Club - 2800 Midwest Rd, Oak Brook, IL 60523

    Details to follow... 

    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.

Past events

November 13, 2019 Special Appreciation Night - for Members + Invited Guests Only
November 06, 2019 The State of Cybersecurity
October 16, 2019 Judges Panel & Networking
October 02, 2019 Illinois Trust Code: What’s Changed, What’s the Same and How Uniform Is It?
September 04, 2019 All The Queen's Horses - The Defrauding of Dixon - Breach of Attorney and Accountant Ethics
June 05, 2019 The Top Charitable Trends Every Advisor Should Know & Winning Gift Strategies: A Case Study Approach
May 15, 2019 Spring Networking - Bean Bag Briefcase Toss Tournament
May 01, 2019 Recent Developments 2019 Selected Federal and Illinois Cases
April 03, 2019 How to Handle Mental Health Issues of Clients and Beneficiaries
March 06, 2019 Transition of Family Business - Perils and Challenges
February 06, 2019 Who is Your Client When Everyone is Your Client?
December 12, 2018 2019 Economic Outlook and Market Strategy
November 07, 2018 Qualified Plans and IRA's - Part 2
October 17, 2018 Judges Panel & Networking - Evening Event
October 03, 2018 Qualified Plans and IRA's - Part 1
September 05, 2018 Who's in Charge Here?
June 06, 2018 Goals Based Investment Strategies
May 16, 2018 Spring Members Only Cocktail Reception
May 02, 2018 Estate Law Update
April 04, 2018 The Biases Advisors Face
March 07, 2018 Take Me Out of the Ball Game - Removing Income and Assets from Taxation
February 07, 2018 Ethics of Beginning/Ending a Practice
December 13, 2017 What the Trusted Advisor Needs to Know When a Client Faces Divorce
November 01, 2017 Five Best LinkedIn Features for Building Your Personal Brand & Finding New Clients
October 19, 2017 Members Only Event - Judges Panel & Networking
October 04, 2017 Spousal Refusal
September 06, 2017 How to Have a Great Day Every Day!

DuPage County Estate Planning Council | 1018 W. Madison St., Ste. 9 | Chicago, IL 60607
Tel.  708.338.0760 | dpcepc@navandassoc.com

© Copyright 2019 DuPage County Estate Planning Council | All Rights Reserved

Powered by Wild Apricot Membership Software