Adam and Ryan will be attending the FPA Illinois Conference for Advanced Planning. The conference will be focused on a variety of topics including Estate Planning, Income Tax issues affecting clients, Regulatory issues and Investment portfolio mistakes and how to avoid them. The conference will be held from Tuesday, October 7th through Wednesday, October 8th. Click Here for more information.
- PLEASE NOTE: D3 Financial Counselors is an alternate name under which Savant Capital Management (“Savant”), an SEC registered investment adviser, conducts its advisory business. All advisory services are provided by Savant. A copy of the Savant’s current written disclosure brochure discussing our advisory services and fees remains available upon request.
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