Tag Archives: Community Involvement

Adam, Brett and Michael Participated in Pro Bono Financial Planning at Harold Washington Library

Adam, Brett and Michael participated in Money Smart Week on April 24, 2017 by providing pro bono financial education at Harold Washington Library. Pictured below are Adam, Brett, and Michael with Knut Rostad, Co-Founder and President of Institute for the Fiduciary Standard. Knut presented an overview of how investors can “go it alone” and manage…Continue Reading

D3 Sponsoring the Downers Grove Art Festival

D3 is sponsoring and will have employees volunteering at the 2016 Downtown Downers Grove Fine Arts Festival. This is part of our way of giving back to the community. Dates and times of the festival: September 10th-11th, from 10am-5pm “The 40th Annual Downtown Downers Grove Art Festival will feature the work of 50 juried artists exhibiting original…Continue Reading

Adam, Brett, & Michael Provided Pro Bono Financial Planning Assistance Following a Speaking Event by Terry Savage

Adam, Brett, & Michael offered pro bono financial planning assistance from 12:00 PM to 03:00 PM, on Monday, April 25th, at the Harold Washington Library on 400 S. State St., Chicago, IL 60605.  Terry Savage spoke at this event, which was called, “Terry Savage: The Savage Truth on Money,” focusing on investing and wealth building.  As some…Continue Reading

Don Presented the Various Advantages of Living Trusts at Oak Trace of Lifespace Communities

Living Trusts-Are they right for me and my family? Presented by Donald Duncan on April 8, 2016 at Oak Trace – one of Lifespace Communities’ Chicago-area communities. Don helped explore how a  Living Trust can be an alternative way to own property during your lifetime and transfer the property at death. There are many advantages to a Living…Continue Reading

D3 Provides Pro Bono Financial Planning Advice to Veterans through the Homes on the Homefront Program

After helping to secure the freedoms all Americans enjoy, we want to help our warriors and their families realize their own American dreams. That is now possible through our Homes on the Homefront program. D3 Financial Counselors has been participating in the Homes on the Homefront program by providing pro bono financial advice to veterans that…Continue Reading