Raising Wealth
About this Event
A free, no-pressure workshop that helps parents make confident decisions about their kids' financial future - 529s vs. custodial accounts, kids' Roth IRAs, smart life insurance, wills & trusts, and the money mindset that keeps it all from being squandered.
We will host an in-person event
Date: Saturday, September 12, 2026
Time: 11:00a - 12:30p CT
Location: 2 Mid America Plaza, Suite 370, Oakbrook Terrace, IL 60181
with light snacks - and kids are welcome!
Please get your free tickets!
We will also host a webinar via ZOOM
Date: Tuesday, September 8, 2026
Time: 7:00p - 8:30p CT
Please click the link to view webinar event info:
https://www.eventbrite.com/e/raising-wealth-webinar-tickets-1997914466953
Agenda
Start Smart, Start Now
A Head Start Most Adults Never Got
Protect the Plan, Not Just the Person
Know Before You're Sold
Preparing the Heir, Not Just the Inheritance
BONUS: Guest Attorney Session
Where is it happening?
Event Location & Nearby Stays:
CAD 0.00
