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
This year, Peter represented D3 Financial Counselors at 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
Members of D3 to Attend IAS Users Conference
May 12-13, 2010
Adam Glassberg and Becky Connery will be attending the 2010 IAS users conference in Atlanta, Georgia. They will be trained on the latest updates to our financial planning software, and 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.
Don Duncan Nominated to Illinois State Educational Investment Fund Board of Directors
September 22, 2009
Board members 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.
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
Members of D3 Team Pass CFP® Exam
July, 2009
We are proud to announce that Becky Connery has passed the July, 2009 CFP® Exam, and 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 exams had pass rates of 50% and 52% respectively.
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