News & Events
On August 14th, Don attended The Private Wealth Midwest Forum and participated in a panel on "The Future of Wealth Management."
D3 was nominated for the Santa Fe Chamber of Commerce Business Award. The 2018 ChamberAir Business Awards Gala will recognize the best businesses that have helped strengthen the economy and community of Santa Fe. The event takes place on June 7th at the Santa Fe Regional Airport Jet Center Hangar.
Don Duncan was featured in a Kiplinger article on maximizing after-tax wealth by integrating tax strategies. To read the full article, click here.
Michael Smith was quoted in a USA Today article about determining if you need life insurance in retirement. To read the full article, click here.
Adam Glassberg Spoke to Graduating Medical School Students at the University of Illinois at Chicago (UIC)
Adam Glassberg is spoke to a group of 3rd and 4th year medical school students at the University of Illinois at Chicago on April 3rd. His area of focus was the financial issues they will be facing after graduation and the effective use of credit and debt to help them achieve their goals and eventually join or establish practices of their own.
To help promote the opening of D3’s new office in the Santa Fe area, Don participated in the Santa Fe Business Expo event on April 5th to build connections and brand recognition with local business owners and individuals in the community.
D3 will be participating in two Money Smart Week events this month. Money Smart Week began as a coordinated effort of the Money Smart Advisory Council, a diverse group of more than 40 Chicago-area organizations working together to promote personal financial literacy. The Chicago Fed convened the Council's first meeting in July 2001, during which members agreed to share resources and ideas to achieve greater public awareness of the programs and services available in the city of Chicago. The result was Money Smart Week 2002 — six days of focused presentations by community groups, financial institutions, government agencies, educational organizations, and financial experts, all designed to help consumers learn to better manage their personal finances. To learn more about Money Smart Week, click here.
D3 Financial Counselors was named in Expertise.com's top 20 best financial advisors in Chicago. To read the article, click here.
D3 Financial Counselors was named one of the top 10 best financial advisors in Chicago for the fourth year in a row. To read the article, click here.