Trust Strategies in an Elevated Rate Environment | Planning Considerations for the Current 2024 Presidential Budget Proposal

When
Tuesday, May 16, 2023
7:15 AM - 9:00 AM
Location
Wojcik Conference Center at Harper College, 1200 W. Algonquin Road (Roselle Entrance) in Palatine
Spaces left
37

Registration

Corporate Fee
Industry Affiliate Member Rate – $30.00
Member Fee – $30.00
Member Fee with Season Pass
Member Sponsored Guest
Each NWSEPC Member may bring one guest per year for free.
Non-Member Fee – $45.00
Staff

Presented by
Kevin Nolte
Manager of Advanced Planning
Clearwater Capital Partners

Join us for our May 16 meeting!
Trust Strategies in an Elevated Rate Environment
Planning Considerations for the Current 2024 Presidential Budget Proposal

Learn how two of the hottest current events in 2023 are changing the personal financial planning landscape. We’ll cover how to plan around the risks and opportunities posed by higher rates and Biden’s proposed 2024 budget.

Program Schedule

7:15 am – Check-in/Breakfast
7:50 am – Welcome/Introductions
8:00 am – Presentation and Q&A
9:00 am – Announcements and Adjournment

CPE and CLE Credit: 1 hour (pending)

Registration
To register, click on the link below. You will be able to sign up through Friday, May 12. Before the meeting, an email will be sent with a link to download the meeting handout.

Social Distancing and Masks
The Wojcik Conference Center's current mask policy is "Masks are welcome and recommended, but not required". Updates will be provided as received.

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