INVESTMENT SOCIETY LUNCHEON
“Impact of Tax Reform on Your Investments – Don Duncan – Managing Director of D3 Financial Counselors”
Thursday, January 18, 2018 at 12 p.m.
Please join the Investment Society for a luncheon and presentation on January 18, 2018 by Don Duncan, Managing Director of D3 Financial Counselors. Don will discuss the impact of tax reform on your investments and how to maximize your after tax investment returns.
Lunch at noon $19 +service charge +tax
Reservations call Don Cameron at 312-696-2227 or click on registration button
During his 16+ years with Northern Trust, Don managed over $8 billion in various portfolios and served as a member of the division’s risk management team. Don is focused on being educated so that he can provide the best ideas to help clients achieve their goals. To this end, Don received his Certified Public Account (CPA) designation in 1985, earned his Masters of Business Administration (MBA) from DePaul University in 1987, and became a Chartered Financial Analyst (CFA®) in 1992. In 1997, he earned the Certified Specialist in Estate Planning (CSEP) designation, and earned his CERTIFIED FINANCIAL PLANNER™ (CFP®) designation in 2001. Don is also a NAPFA registered financial planner, and earns at least 30 hours of continuing education credits to stay current with financial planning topics, taxes and investments. With his strong convictions about education, Don taught Financial Planning at DePaul University and Portfolio Management at Lewis University. Don is also a past Chairman of the Illinois Financial Planning Association, has served on the NAPFA Midwest Board and has served as Chairman of the Downers Grove Chamber of Commerce. Utilizing Don’s teaching and public speaking experience, D3 Financial Counselors also conducts customized seminars to business employees and association groups. Don lives in Downers Grove with his wife Cindi. He is an active member of the community. Don is focused on personal improvement by interacting with people, reading, and living new experiences. Recreationally, Don enjoys outdoor activities like backpacking, fishing, hiking, bike riding and traveling to new places.