Tag Archives: Community Involvement

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…Continue Reading

Don Presented the “Impact of Tax Reform on Your Investments” to the University Club on January 18th

Investment Society – Don Duncan – Impact of Tax Reform on Your Investments Thursday, January 18, 2018 12:00 PM Join Don Duncan for a luncheon where he will discuss the impact of tax reform on your investments and how to maximize your after tax investment returns. Reservations are allowed from 5/23/2017 12:00:00 PM to 1/18/2018…Continue Reading

Brett Presented at Chicago’s Financial Planning Day

Brett Spencer presented at Chicago’s Financial Planning Day on Saturday, October 14th. “Financial Planning Days” are held in cities across the county where advisors give one on one consultations and hold workshops on specific topics. Brett’s workshop was on investment basics. For more information on “Financial Planning Days”, please follow this link: http://financialplanningdays.org/about.  Continue Reading

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…Continue Reading