Financial & Professional Organizations

Brinker Investment Management
CALU Group DeKalb
Central Texas Estate Planning Council
Financial Planning Association (FPA) – National Conference
Financial Planning Association (FPA) Forums, Symposiums, Conferences and Expos – GA, IL, MN, NJ, OH, TX, WI
Illinois Certified Public Accountant (CPA) Society
Investment Planners, Inc. – St. Louis, MO
John Marshall Law School
Kent Law School
Lake County Estate Planning Council
Lake County Life Underwriters
Million Dollar Round Table (MDRT) – Toronto
Million Dollar Round Table (MDRT) – Court of the Table Best Practices Forum
National Association of Personal Financial Advisors (NAPFA) – West Regional Conference
Schwab IMPACT