D3 Financial Counselors co-sponsored the CFA Society of Chicago 2012 Annual Dinner which brings together almost 800 of Chicago’s leading investment professionals and key decision-makers. Don listened to a speech by Erskine Bowles on national debt reduction, Click Here to read the report. D3 Financial Counselors is known as the CFP® for CFA’s because they know first hand the time and investment constraints CFA’s have, and they know how to help CFA’s with their financial planning needs.
- Savant Capital Management Expands Chicago Footprint through Partnership with D3 Financial Counselors
- IRS Releases Updated Form W-4 and Withholding Calculator
- Asset Sale vs. Stock Sale of a Business – What’s the Difference?
- Don Duncan Attended and Spoke on a Panel at the 4th Annual Private Wealth Midwest Forum
- Umbrella Liability Insurance
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