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Upcoming events

    • January 23, 2025
    • 11:50 AM - 1:00 PM
    • Online
    Register

    ONLINE, LUNCH-TIME WEBINAR THURSDAY JANUARY 23, 2025

    Stock-based Compensation

    John Mariscalco, CFA, CFP
    103 Advisory Group, LLC


    ONLINE: 11:50 am - Announcements, Estate Plan Update and Sponsor message

    No later than NOON - Presentation begins, adjourn by 1:00 pm.

    1.0 MCLE General Credit and 1.0 CFP credit pending. CPA certificates provided.



     

    John Mariscalco, CFA, CFP

    As a Wealth Advisor at 103 Advisory Group LLC, John listens to the needs of his clients and collaborates with them to design, build, and oversee solutions that fit their unique goals and objectives. He focuses on integrating wealth management concepts associated with taxes, estate planning and goals-based investing. John has experience advising young families, individuals with equity-based compensation, finance professionals, business owners, and retirees, along with private family foundations.

    Prior to partnering with Rick at 103 Advisory Group LLC, John was an Associate Wealth Advisor at Strategic Wealth Partners. He has 15 years’ experience in the financial services industry, which have included roles in portfolio management, investment research and litigation support.

    • Chartered Financial Analyst (CFA®) Charterholder
    • CERTIFIED FINANCIAL PLANNER™ Practitioner
    • Member of the CFA Institute
    • Member of the CFA Society of Chicago
    • Butler University, BS Finance

    John lives in Chicago with his wife and two daughters. Outside the office, John enjoys family time, golf, running, cycling, and landscape projects…along with the occasional pick-up soccer game. He has completed an Ironman 70.3 Triathlon and played Men’s Varsity Soccer at Butler University. He is President of the Sauganash Community Association in Chicago and a member of the Crohn’s & Colitis Foundation Illinois Chapter.

    • February 05, 2025
    • 7:50 AM - 9:00 AM
    • Online
    Register

    ONLINE
    7 Deadly Sins of Professional Advisors in Charitable Planning

    Bryan Clontz
    Charitable Solutions

    Thank you to our sponsor


    ONLINE: 7:50 am - Announcements, Estate Plan Update and Sponsor message

    No later than 8:00 am - Presentation begins.
    Please join by 7:50 to ensure you hear the entire program

    9:00 am - Adjourn


    1.0 MCLE General Credit and 1.0 CFP credit pending. CPA certificates provided.

     

    Bryan Clontz, PhD, CFP®, CLU®, ChFC®, CAP®, AEP®, RICP®, CBP, ChSNC®,  is the President and Founder of Charitable Solutions and has extensive experience in non-cash asset receipt and liquidation, gift annuity reinsurance brokerage, gift annuity risk management consulting, emergency assistance funds and cryptocurrency and life insurance appraisals and audits.

    • March 05, 2025
    • 7:15 AM - 9:00 AM
    • Butterfield Country Club | 2800 Midwest Rd. | Oak Brook IL
    Register

    March Breakfast Meeting

    1.0 CLE general credit pending | 1.0 CFP CE approval pending | CPA CPE certificates provided 

    Thank you to our Sponsor: 


    7:15 a.m. full breakfast buffet
    7:45 a.m. announcements, estate planning update, sponsor message
    8:00 - 9:00 a.m. program


    Please note: all registrations must be paid in advance. Cancellation with refund is available until 10:00 a.m. four business days in advance.  

    • April 02, 2025
    • 7:15 AM - 9:00 AM
    • Butterfield Country Club | 2800 Midwest Rd. | Oak Brook IL
    Register

    Legal Capacity: 
    Is it Too Late to Create an Estate Plan for Your Client with Dementia?

    1.0 CLE general credit pending | 1.0 CFP CE approval pending | CPA CPE certificates provided 

    Thank you to our Sponsor: 


    7:15 a.m. full breakfast buffet
    7:45 a.m. announcements, estate planning update, sponsor message
    8:00 - 9:00 a.m. program

    Please note: all registrations must be paid in advance. Cancellation with refund is available until 10:00 a.m. four business days in advance. 

    • May 07, 2025
    • 7:15 AM - 9:00 AM
    • Butterfield Country Club | 2800 Midwest Rd. | Oak Brook IL
    Register

    Wealth Transfer Strategies
    Raymond C. Odom

    Northern Trust

    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

    Please note: all registrations must be paid in advance. Cancellation with refund is available until 10:00 a.m. four business days in advance.  

    • May 21, 2025
    • 4:30 PM - 7:30 PM
    • Butterfield Country Club | 2800 Midwest Road | Oak Brook
    Register

    Member Appreciation Event

    A Social Gathering with Cocktails, Appetizers
    and 4th Annual Cornhole Challenge

    Thank you to our Special Event Sponsors:

    Itasca Bank & Trust Co. The Leonard Company

    For Members and Their Invited Guests
    Wednesday, May 21, 2025 from 4:30-7:30pm
    Business casual attire with lawn-friendly footwear!
    Butterfield Country Club in "The Lodge"

    • June 04, 2025
    • 7:15 AM - 9:00 AM
    • Butterfield Country Club | 2800 Midwest Rd. | Oak Brook IL
    Register

    Fiduciary Income Tax Preparation 

    Christian Klaas, CPA, MST
    Friedman+Huey

    Annual Membership Meeting

    1.0 CLE general credit pending | 1.0 CFP CE approval pending | CPA CPE certificates provided 
    Thank you to our sponsor: 


    7:15 a.m. full breakfast buffet
    7:45 a.m. announcements and vote on board slate, estate planning update, sponsor message
    8:00 - 9:00 a.m. program


    Christian “Chris” Klass joined Friedman+Huey in 2004, having started as an intern. Chris specializes in fiduciary, estate, and individual income taxation, and is responsible for servicing many of our firm’s high net worth families. He also leads the firmwide education initiative.

    Chris is a member of the AICPA, IL CPA Society (serving on both the Individual Taxation Committee as well as the Estate, Gift & Trust Tax Committee) and Chicago Estate Planning Council (CEPC). In his free time, he teaches tax and accounting courses at Purdue University Northwest. Chris authored a course on the taxation of decedents, estates, and trusts, and speaks frequently on these topics. He also serves on Thomson Reuters GoSystem Tax Customer Advisory Board, advising on their nationally ranked tax software.

    A culinary explorer, outside of tax season you will likely find Chris in the kitchen or at the grill experimenting with new flavors and spices. Between his wife, twin daughters (whom he refers to as “the crowd”), and two energetic Weimaraner dogs there’s never a dull moment in his house. Chris has a laundry list of hobbies, but most enjoys amateur woodworking in his garage and vacationing with family and friends.

    Please note: all registrations must be paid in advance. Cancellation with refund is available until 10:00 a.m. four business days in advance.  

Past events

December 04, 2024 Economic Update
November 13, 2024 Judges Panel & Networking
November 06, 2024 Buckled Up Yet for the 2025 Ride? Planning Opportunities for the TCJA
October 16, 2024 Member Appreciation Night
October 02, 2024 Recent Amendments to the Illinois Power of Attorney Act
September 04, 2024 Behavioral Approach to Finance & Estate Planning
June 05, 2024 Compassion Fatigue:  Sustaining the Professional Self
May 15, 2024 Member Appreciation Event
May 01, 2024 Secrets of Enterprising Families
April 03, 2024 Alternative Investments Fundamentals
March 06, 2024 Legal Update
February 07, 2024 ONLINE: 2024 Economic Update
January 19, 2024 Estate Planning Essential Skills Workshop
December 06, 2023 Illinois Uniform Principal & Income Act
November 15, 2023 Member Appreciation Night
November 01, 2023 High-Net-Worth Giving Trends and Policy Issues Surrounding Philanthropy and Charitable Planning
October 18, 2023 Judges Panel & Networking
October 04, 2023 Corporate Transparency Act
September 06, 2023 Privacy and Cyber Security: Tech and Legal Pitfalls and Tips for Your Practice and Clients
June 07, 2023 Retirement & Testamentary Planning Post Secure Act 2.0
May 17, 2023 Member Appreciation Event
May 03, 2023 Tax Residency Planning
April 05, 2023 Recent Developments in Trusts and Estates
March 01, 2023 SLATs: The Non-Marital Trust for Spouses
February 01, 2023 The Hidden Code of End-of-life Decisions (webinar)
December 07, 2022 Economic Update
November 16, 2022 Member Appreciation Night
November 02, 2022 Multi-Generational Planning for Social Impact
October 19, 2022 Judges Panel & Networking
October 05, 2022 Introduction to Pooled Special Needs Trusts
September 07, 2022 Negotiations: Stretching the Truth
June 01, 2022 Cryptocurrency Basics: Estate Planning, Tax, and Fiduciary Considerations
May 18, 2022 Member Appreciation Night
May 04, 2022 Tales from the Trenches: Avoiding Trust Litigation
April 06, 2022 Maintaining Health and Resiliency: Moving into the Future Post-Pandemic
March 02, 2022 Annuities and Life Insurance
February 03, 2022 Selling the Closely Held Business: Legal & Family Issues
December 08, 2021 End of Year Market Update
November 17, 2021 Judges Panel & Networking
November 03, 2021 Build Back Generously
October 06, 2021 Estate and Gift Tax Planning Considerations in Uncertain Times
September 01, 2021 In Person Strategic Networking Session
June 02, 2021 Estate Planning with Government Benefits
May 05, 2021 How Irrevocable is Irrevocable? Ways to Modify Irrevocable Trusts
April 07, 2021 Estate Planning Update and Recent Developments
March 03, 2021 Cybersecurity, Fraud Updates and Digital Assets
February 24, 2021 2021 Legislation and Case Law Update
February 03, 2021 Estate Planning for the Modern Family
December 09, 2020 Charitable Giving 20/20: A Fresh Look at Charitable Giving in light of TCJA, the SECURE ACT, and the CARES Act
November 04, 2020 Year End Tax and Estate Planning
October 21, 2020 Judges Panel
October 07, 2020 Economic Outlook
September 02, 2020 Return on Integrity
June 03, 2020 Special and Unique Assets Panel
May 20, 2020 The Path to Well-Being: Professional Responsibility at the Intersection of Emotional and Ethical Intelligence
May 06, 2020 Private Foundations & Donor-Advised Funds: Advantages, Limitations and Planning Opportunities
April 15, 2020 Remote Notarization & Document Execution in a COVID World
March 04, 2020 Recent Developments and Current Estate Planning Issues
February 05, 2020 E-Wills and E-Notarization

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

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