D3 Volunteering for Money Smart Week Events

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.

Adam, Brett and Michael Participated in Pro Bono Financial Planning at Harold Washington Library

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 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 October 25th. His area of focus was with respect to 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.