✓ First-Time Attendees Only. Please RSVP soon. Seating is limited.
✓ 1 Guest Per Attendee Maximum.
✓ Plus 20% gratuity
✓ Hour: 6:30pm
Know about the characteristics of the Wealth Dinner
Discover potential costly risks that your retirement plan might be facing and key principles that can help guide you around them.
By attending this educational event, you will learn the following (and so much more!)
You will also walk away with actionable steps for helping you protect your nest egg and retirement income.
Generational Wealth Team has over 18 years of experience providing vehicles for tax strategies and tax grants, asset management, retirement planning, and estate planning, business and personal credit, and business and personal coaching. My network includes more than 100 insurance companies, 100 lenders, and banks. We are aligned with providing options designed to fit the financial goals of our clients. While I am based in Chicago, I am licensed in 35 states across the country, and my parent company is licensed in all 50 states. Combining our thoroughness and resources provides reassurance to our clients knowing they have the best!
We work hard to be competitive and shatter competitor options for our clients to rest knowing they have the best.
We are inviting a select group of people to attend our Generational Wealth Team dinner where we will be discussing financial strategies that will help enhance your lives pre-retirement and post retirement. To attend the current scheduled dinners please fill out the form.
✓ First-Time Attendees Only. Please RSVP soon. Seating is limited.
✓ 1 Guest Per Attendee Maximum.
✓ Plus 20% gratuity
✓ Hour: 6:30pm
✓ First-Time Attendees Only. Please RSVP soon. Seating is limited.
✓ 1 Guest Per Attendee Maximum.
✓ Plus 20% gratuity
✓ Hour: 6:30pm
✓ First-Time Attendees Only. Please RSVP soon. Seating is limited.
✓ 1 Guest Per Attendee Maximum.
✓ Plus 20% gratuity
✓ Hour: 6:30pm
✓ First-Time Attendees Only. Please RSVP soon. Seating is limited.
✓ 1 Guest Per Attendee Maximum.
✓ Plus 20% gratuity
✓ Hour: 6:30pm
✓ First-Time Attendees Only. Please RSVP soon. Seating is limited.
✓ Hour: 6:30pm
✓ First-Time Attendees Only. Please RSVP soon. Seating is limited.
✓ Hour: 6:30pm
Our satisfied customer says
I have been a financial service consultant for over 17 years. I work with over 100 insurance companies and over 100 different lenders and banks to assist clients with options that are destined to fit their financial goals.
I have been a financial service consultant for over 17 years. I work with over 100 insurance companies and over 100 different lenders and banks to assist clients with options that are destined to fit their financial goals.
I have been a financial service consultant for over 17 years. I work with over 100 insurance companies and over 100 different lenders and banks to assist clients with options that are destined to fit their financial goals.
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Contact us for more information
This event will deliver comprehensive and up-to-date educational information and actionable strategies to help you intelligently protect your financial future.
This event will deliver comprehensive and up-to-date educational information and actionable strategies to help you intelligently protect your financial future.
✓ Discover how tax legislation may
cost your family thousands in tax dollars and what you can do about
it.
✓ How rising interest rates will affect your portfolio.
✓ Potential strategies to cover long-term care costs without expensive annual premiums.
And so much more!
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