News & Events
Adam Glassberg Spoke to Graduating Medical School Students at the University of Illinois at Chicago (UIC)
Adam Glassberg spoke to a group of 3rd and 4th year medical school students at the University of Illinois at Chicago on February 20th. 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.
This annual report by Accounting Today ranks the top CPA financial planners by assets under management. To see the listing, click here.
Brett Spencer attended a fundraising event for the Chicago Police Department and the Chicago Fire Department this month and ran into the Illinois Governor, Bruce Rauner.
On March 25th, the D3 staff enjoyed dinner on the 95th floor of the John Hancock building to celebrate D3's 20th anniversary.
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 their investments or screen and select an advisor who has a fiduciary duty to act in the client’s best interest. Afterwards, attendees had the opportunity to speak with a CFP® professional and ask questions.
Adam presented at the COD Senior Expo this Sunday April 23rd presenting about “The ABCs of HSAs."
This month, Kirsten officially became a CFP® certificant after first passing the CFP® exam in July of 2016 and then completing her two-year experience requirement in January of 2017. She is now permitted to use the CFP® marks at the end of her name.
Adam Glassberg was quoted in an article posted by Investopedia titled "How Retirees Should Think About Market Corrections" on February 17th. To read the full article, please click here.