Adam Glassberg Attends Wharton's CIMA® Program
December 5-9, 2011
Adam Glassberg attended Wharton's CIMA® program in Philadelphia from December 5th-9th. Wharton's CIMA® program provides the knowledge necessary to be fully prepared to take the final CIMA® Certification Exam. Today, the financial services industry recognizes the CIMA® certification as the standard for advanced investment consulting.
D3 Participated in the 2011 Gingerbread House Contest
November 25-27, 2011
D3 Financial Counselors participated in Downtown Downers Grove’s 3rd annual “Gingerbread Festival.” D3 demonstrated their holiday spirit and creativity by sponsoring a Gingerbread House that was located on the first floor of the Charles Place Building. Gingerbread Houses were on display all throughout Downtown Downers Grove from November 25th-27th.
Don Duncan Speaks at CPA Financial Planner Conference
November 18, 2011
Don Duncan attended the How to Become a CPA Financial Planner conference on November 18, 2011. The conference was held by the Illinois CPA Society and was located at the Illinois CPA Society Education Center in Chicago. He participated on a discussion panel with other CPAs that decided to make the move into personal financial planning.
D3 Financial Counselors Named a 2011 Five Star Wealth Manager
November 1, 2011
For the second year in a row, D3 Financial Counselors was named a Five Star Wealth Manager in the November, 2011 edition of Chicago Magazine. This award is administered to less than 2 percent of licensed wealth managers in the Chicagoland area. To be named a Five Star Wealth Manager you must score the highest in overall satisfaction as determined by a client and services industry professional focused survey conducted under the direction of Crescendo Business Services.
Don Duncan Attends 2011 NAPFA Practice Management & Investments Conference
October 24-27, 2011
Don Duncan attended the 2011 NAPFA Practice Management & Investments Conference which was held in Brooklyn, NY. Don educated attendees about how ETFs work and the value that they can add to a portfolio. He left with improved knowledge about asset allocations, portfolio strategies and new investments to further diversify client's portfolios.
Don Speaks at Financial Planning Day at Eastern Illinois University
October 14, 2011
Don Duncan and Adam Glassberg attended Financial Planning Day at Eastern Illinois University. Don talked to members of the Student Financial Planning Association about career paths in financial planning. The Universities that attended were; University of Illinois Urbana-Champaign, Illinois State University, Indiana University, and Eastern Illinois.
Members of D3 Attend FPA Financial Forum 2011
October 12-13, 2011
Don Duncan, Adam Glassberg, and Michael Meyers attended the FPA Financial Forum 2011 focusing on "Optimizing Retirement in the New Normal." Don, Adam, and Michael attended presentations regarding Ethics, Taxes, and Morningstar fund analysis.
Members of D3 Financial Counselors Attend FPA National Conference
September 15-18, 2011
Adam Glassberg and Ryan Pace attended the FPA National Conference in San Diego, CA. FPA's annual conference and exposition is the single largest concentrated gathering of financial planning professionals in the world.
D3 Financial Counselors Sponsored Hole at Downers Grove Chamber of Commerce Golf Outing
August 17, 2011
D3 Financial Counselors sponsored a hole at the Downers Grove Park District Course for the Board of Director's Invitational Golf Outing on August 17, 2011. Don has been a member of the Chamber of Commerce since 2007.
Member of D3 Financial Counselors Attends IAS Users Conference
June 15-16, 2011
Adam Glassberg attended the annual IAS users conference on June 15-16, 2011. He participated on a discussion panel focusing on how our business uses the IAS software as a cutting edge tool to take a holistic approach to solving complex financial situations.
Adam Glassberg Earned His CFP® Designation
June 07, 2011
Adam earned his CERTIFIED FINANCIAL PLANNER™ designation in June, 2011. Adam completed his CFP® classes at DePaul University, and passed the March, 2009 CFP® Exam.
Don Duncan Attends NAPFA National Conference
May 18-20, 2011
Don Duncan attended the NAPFA (National Association of Personal Financial Advisors) National Conference in Salt Lake City, Utah. The NAPFA National Conference is a 3 day conference, full of in-depth presentations and discussions on the most important issues of the day for fee only financial planners.
Adam Glassberg Attends IMCA Annual Conference
May 15-17, 2011
Adam Glassberg attended the IMCA Annual Conference in Las Vegas, Nevada. The IMCA Annual Conference is a world class education conference for the advanced investment consulting and wealth management professionals.
Don Duncan Attends FPA Retreat
May 3-5, 2011
D3 Financial Counselors is proud to announce that, Don Duncan attended the FPA Retreat in Bonita Springs, Florida. The FPA Retreat is designed by, and for the profession’s top experts, elite planners, most respected practitioners and future leaders, FPA Retreat is a chance for planners to come together, learn from each other, and find inspiration in a relaxed and reenergizing setting.
D3 Financial Counselors Attends 2011 2010 Barron's Winner's Circle Top Independent Advisors Summit
March 23-25, 2011
D3 Financial Counselors is proud to announce that, for the 3rd consecutive year, we have attended the Barron's Winner's Circle Top Independent Advisors Summit. D3 Financial Counselors was chosen from a select group of advisors representing the elite level of performers selected by the major custodial firms to attend this marquee event. This event is designed to facilitate a free-flowing exchange of information, ideas and insights through peer-based communication and an unwavering focus on best practices and winning wealth-management strategies. Click Here to view the press release.
Don Duncan Quoted in The Wall Street Journal
March 14, 2011
Don Duncan was quoted in the March 14th Wall Street Journal article titled "Before You Choose That College... ". Don discussed a strategy that parents may use to keep their children focused on school. Click Here to View Article.
D3 Financial Counselors Featured in Forbes Magazine
March, 2011
D3 Financial Counselors was featured in the March 14th edition of Forbes Magazine. This article focused on the value that D3 provides to it's clients by utilizing the most up to date information and technology to devise integrated strategies in a wide range of circumstances. Click Here to View Article.
D3 Financial Counselors Awarded Downers Grove Chamber Choice Award
February, 2011
D3 Financial Counselors is proud to announce that we have been awarded the Downers Grove Camber Choice Award for business excellence in the professional category. The Downers Grove Chamber of Commerce presents this annual award to acknowledge Chamber Members for their achievements in Business Excellence, Community Contribution and Individual Achievement.
D3 Financial Counselors Named a 5 Star Wealth Manager
November, 2010
D3 Financial Counselors was named a 5 Star Wealth Manager in the November, 2010 edition of Chicago Magazine. The 5 star wealth manager designation is administered a survey, by mail and phone, to 1 in 4 high-net-worth households based on nine criteria, including customer service, integrity, knowledge/expertise, communication, value for fee charged, meeting of financial objectives, post sale service, quality of recommendations, and overall satisfaction. Click here to view the D3 Financial Counselors 5 Star Wealth Manager Profile.
D3 Financial Counselors Listed on Mesothelioma.com
October 22, 2010
Mesothelioma.com is a leading web resource for those affected by mesothelioma, an aggressive form of cancer that occurs in the lining of the lungs and abdomen. Mesothelioma.com features extensive financial consulting, clinical trial, and mesothelioma attorney resources for those who have been diagnosed with mesothelioma. D3 Financial Counselors has been listed on Mesothelioma.com as a preferred financial advisor for mesothelioma patients.
Don Duncan Featured in Financial Thought Leaders Report on Investius Website
October 11, 2010
Don Duncan talks about how he seeks out mutual fund managers who are allowed to move outside the style box. Don feels not allowing style box drift limits managers from taking advantage of opportunities as they arise. Click Here to View the Video
Members of D3 Financial Counselors Attend FPA National Conference
October 9-12, 2010
Don Duncan and Adam Glassberg of D3 Financial Counselors recently attended the FPA National Conference in Denver, CO. FPA's annual conference and exposition is the single largest concentrated gathering of financial planning professionals in the world. Don & Adam left Denver with an improved knowledge base in financial planning and practice management.
Don Duncan Named Vice Chairman of Illinois State Educational Investment Fund
September 11, 2010
As vice chairman, Don will track the portfolio performance, provide advice and guidance to students, and hear presentations by students regarding investment objectives and the EIF portfolio performance. Each student works with an EIF board member who serves as a professional mentor for the student throughout the semester. Click on link to learn more about the Illinois State Educational Investment Fund.
Don Duncan Elected to NAPFA Midwest Region Board
September 1, 2010
Donald Duncan has been elected to the NAPFA Midwest Region Board. He will begin serving his term on September 1, 2010. Since 1983, consumers across the country have looked to the National Association of Personal Financial Advisors (NAPFA) for financial professionals who meet the highest membership standards possible for professional competency, broad-based financial planning, and Fee-Only compensation. Mr. Duncan is a long time member of NAPFA, and is honored to be elected to this position.
Don Duncan Quoted in Money Magazine Article
August, 2010
In the August issue of Money Magazine, Don Duncan was quoted in an article focusing on baby boomers organizing and prioritizing their numerous financial goals, while maintaining financial flexibility. Click here to read article
Don Duncan Quoted in U.S. News Report
June 21, 2010
Don Duncan was quoted in the article "15 Ways to Tell if You Are Ready to Retire". Don was interviewed, and quoted about modeling life expectancy ages for baby boomers. Click here to read article
D3 Attended 2010 Barron's Winner's Circle Top Independent Advisors Summit
April 14-16, 2010
For the second consecutive year, D3 Financial Counselors was invited to the 2010 Barron's Winners Circle Top Independent Advisors Summit. D3 Financial Counselors was chosen from a select group of advisors representing the elite level of performers selected by the major custodial firms to attend this marquee event. This event was designed to facilitate a free-flowing exchange of information, ideas and insights through peer-based communication and an unwavering focus on best practices and winning wealth-management strategies. Click Here to view press release
Don Duncan Featured in CFA Magazine
May, 2010
Don Duncan was featured in the May/June 2010 issue of the CFA Magazine. The article focussed on the impact of the financial markets crisis on the risk tolerance of investors. Don shared D3's attitude towards determining a clients risk tolerance, as well as how our clients' financial plans, which are updated every year, helped reduce risk in their investment portfolios during the recession. Click Here to read article
Member of D3 to Attend IAS Users Conference
May 12-13, 2010
Adam Glassberg will be attending the 2010 IAS users conference in Atlanta, Georgia. He will be trained on the latest updates to our financial planning software, and will be networking with other planners to learn new ways to use the software to better analyze our clients' financial situations.
Don Duncan Attends 2010 FPA Retreat
April 22-24, 2010
Don Duncan of D3 Financial counselors attended the FPA retreat in San Antonio, Texas. This conference was dedicated to connecting the top planners in the United States, to discuss the latest topics in retirement, estate, and tax planning for high net worth individuals.
Don Duncan Elected Chairman of Downers Grove Chamber of Commerce & Industry
October 17, 2009
As chairman, Don will continue to help the Chamber of Commerce & Industry serve the community as the premier business resource for its membership by providing and protecting economic opportunity essential to operating and growing a successful enterprise.
D3 Awarded 2009 Business Ledger Entrepreneurial Excellence Award for Regional Spirit
August 20, 2009
The Business Ledger is the leading business newspaper of suburban Chicago
Click on link to view press release
D3 Listed as a "Rising Star" Financial Planning Firm by CPA Wealth Provider Magazine
August 4th, 2009
This is the leading national publication for CPAs involved in financial planning.
Click on link to view press release
Member of D3 Team Pass CFP® Exam
July, 2009
We are proud to announce that Adam Glassberg has passed the March, 2009 CFP® Exam. This rigorous exam covers all subject areas of financial planning, including investments, tax policy, retirement planning, estate planning, and insurance. The exam had a pass rate of 50%.
D3 Recognized for Service Expertise by MD Preferred Service Network
June 1st, 2009
The MD Preferred Service Network brings together a diverse group of carefully screened professional service providers in a single, easy to use online resource center. Each service provider has earned their MD Preferred Medallion of excellence by meeting stringent service standards geared to the special need of the medical community.
Click on link to view press release
D3 Invited to the 2009 Barron's Winner's Circle Top Independent Advisors Summit
May 6-8, 2009
Don was one of the advisors from a select group of advisors representing the elite level of performers selected by the major custodial firms to attend this marquee event. This event was designed to facilitate a free-flowing exchange of information, ideas and insights through peer-based communication and an unwavering focus on best practices and winning wealth-management strategies.
Click on link to view press release
Don Speaks at the AISC National Conference
April 3rd, 2009
Don made a presentation about business owner wealth succession planning at the NASCC National Conference on April 3rd 2009.
Click on link to view powerpoint presentation
D3 Awarded the Business Ledger's Annual Award for Business Excellence in the Small Business Category
The Business Ledger is the leading business newspaper for suburban Chicago. View award literature.
Don Duncan Moderates "Tax Reduction Strategies Using Lifetime and Annual Gifting" Seminar
Don moderated this one day event ,which covered helpful strategies on the tools and techniques available to transfer wealth, lower taxable estates, and reduce taxes.
D3 Featured in Money Magazine
We were selected to offer financial planning advice to two young doctors, struggling with large student loan and a baby due, on how to manage their debt now, and plan for the future. Click on the link below to read the article.
Read Money Magazine Article
We present Advanced Financial Planning to the American College of Surgeons' Clinical Congress
We were privileged to be selected to conduct a seminar on Advanced Financial Planning Strategies at the College's annual convention, in New Orleans. This was a great opportunity to explain financial planning to the surgeons as owners of small businesses, covering topics like investing for retirement and estate planning.
Click on link to view powerpoint presentation
New York Times Article on Retirement Planning
Don was interviewed by The New York Times for an article on retirement planning, and the risks of tapping into retirement accounts early. Please click on the link below to read the entire article.
Read the Retirement Planning Article