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DTSTART:20151112T000000Z
DTEND:20151112T020000Z
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SUMMARY:RSVP: Seminar on the Markets\, Economy\, Wills & Trusts
DESCRIPTION:Equilibrium Wealth Management\, LLC\n\nAlan Delcorse\, President of Equilibrium Wealth Management\, LLC\, invites you to join us for the following complimentary seminar...\n\n\n\nA timely update on the economy\, the markets and a frank discussion about wills\, trusts & estate planning.\n\n\n\nDate:\n\nWednesday\, November 11th\, 2015\n\n\n\nTime & Location:\n\nHors d' Oeuvres & Cocktails at 6:00pm\n\nCarlucci Restaurant\n\n1801 Butterfield Rd. Downers Grove\, IL 60515\n\n\n\nPlease RSVP soon\, seating is limited...\n\n\n\nAlena Gifford\n\nClient Service Associate\n\n(331) 214-9207\n\nagifford@ewmwealth.com\n\n\n\n \n\nYour Host: Alan F. Delcorse\n\n\n\nAlan is the President of Equilibrium Wealth Management\, LLC. and has over 30 years of experience in the investment industry. More specifically\, he has over 20 years of practical experience in non-traditional asset allocation. He incorporates a balanced approach to investing\, seeking appropriate returns with an emphasis on risk management and capital preservation. \n\n\n\nOur Guest Speakers\n\n\n\nDavid E. Gonzales - Vice President\, Regional Director Goldman Sachs Asset Management\n\n\n\nDavid is a Vice President\, Regional Director with Goldman Sachs Asset Management. David originally joined Goldman sachs in 1998 as a regional consultant in the New York and Chicago offices. In 2000\, he joine the Private Walth Management group where he worked with high net worth families before leaving the firm to earn his MBA in 2002. In 2007 David returned to the firm in his current role. \n\n\n\nBefore returning to Goldman Sachs\, David served as the Director of Marketing and Client Service for a boutique institutional asset management firm. There he worked with public and private defines benefit plans\, foundations\, endowments and institutional consultants. David aslo worked at Merrill Lynch as an institutional equities sales-trader in New York. \n\n\n\nWilliam S. Wilson - Attorney at Law\n\nWilson & Wilson Law Offices\n\n\n\nBill Wilson has practiced law for over 30 years\, concentrating in the areas of Elder Law\, Estate Planning\, Medicaid Planning and Estate planning for Families that have children with disabilities. Bill is the President of Aging Care Connections Board\, a not-for-profit agency in LaGrange that services the needs of the older adult. He is also a member of the National Academy of Elder Law Attorneys. \n\n\n\nBill Wilson received his B.A. in history at the University of Texas at Austin\, with high honors\, and graduated from Northwestern School of Law. He has also written several articles on these topics and has been quoted in US News and World Report and in 2011 and 2012 was named one of Chicago's Top Wealth Managers as listed in Chicago Magazine.\n\n\n\n\n\n\n\n\n\nThere is no assurance that the techniques and strategies discussed are suitable for all investors or will yield positive outcomes. Investing involves risks including possible loss of principal.\n\n\n\nThe information discussed is not intended to be a substitute for specific individualized tax or legal advice. We suggest that you discuss your specific situation with a qualified tax or legal advisor.\n\n\n\nNot FDIC/NCUA Insured\n\nNot Bank/Credit Union Guaranteed\n\nMay Lose Value\n\nNot Insured by any Federal Government Agency\n\nNot a Bank Deposit\n\nSecurities offered through LPL Financial\, member FINRA/SIPC. Investment advice offered through HighPoint Advisor Group\, a registered investment advisor. Equilibrium Wealth Management\, LLC and HighPoint Advisor Group are separate entities from LPL Financial.\n\nDavid E Gonzalez\, William S Wilson\, and their respective companies and services are not affiliated with LPL Financial and Equilibrium Wealth Management\, LLC.
X-ALT-DESC;FMTTYPE=text/html:<div style="text-align: center\;"><br />\n<br />\n<span style="font-size:14px"><strong>Equilibrium Wealth Management\, LLC</strong><br />\nAlan Delcorse\, President of Equilibrium Wealth Management\, LLC\, invites you to join us for the following complimentary seminar...<br />\n<br />\n<strong>A timely update on the economy\, the markets and a frank discussion about wills\, trusts &amp\; estate planning.<br />\n<br />\n<span style="font-size:12px"><u>Date:</u></span></strong><br />\nWednesday\, November 11th\, 2015<br />\n<br />\n<strong><span style="font-size:12px"><u>Time &amp\; Location:</u></span></strong><br />\nHors d&#39\; Oeuvres &amp\; Cocktails at 6:00pm<br />\nCarlucci Restaurant<br />\n1801 Butterfield Rd. Downers Grove\, IL 60515<br />\n<br />\n<strong>Please RSVP soon\, seating is limited...</strong><br />\n<br />\n<strong>Alena Gifford<br />\n<em>Client Service Associate</em><br />\n(331) 214-9207<br />\n<u>agifford@ewmwealth.com</u></strong></span><br />\n<br />\n&nbsp\;</div>\n\n<div><span style="font-size:14px"><u><strong>Your Host: Alan F. Delcorse</strong></u><br />\n<br />\n<span style="font-size:12px">Alan is the President of Equilibrium Wealth Management\, LLC. and has over 30 years of experience in the investment industry. More specifically\, he has over 20 years of practical experience in non-traditional asset allocation. He incorporates a balanced approach to investing\, seeking appropriate returns with an emphasis on risk management and capital preservation.&nbsp\;<br />\n<br />\n<span style="font-size:14px"><u><strong>Our Guest Speakers</strong><br />\n<br />\n<span style="font-size:12px"><span style="font-size:14px"><strong>David E. Gonzales - Vice President\, Regional Director Goldman Sachs Asset Management</strong></span></span></u><br />\n<br />\n<span style="font-size:12px">David is a Vice President\, Regional Director with Goldman Sachs Asset Management. David originally joined Goldman sachs in 1998 as a regional consultant in the New York and Chicago offices. In 2000\, he joine the Private Walth Management group where he worked with high net worth families before leaving the firm to earn his MBA in 2002. In 2007 David returned to the firm in his current role.&nbsp\;<br />\n<br />\nBefore returning to Goldman Sachs\, David served as the Director of Marketing and Client Service for a boutique institutional asset management firm. There he worked with public and private defines benefit plans\, foundations\, endowments and institutional consultants. David aslo worked at Merrill Lynch as an institutional equities sales-trader in New York.&nbsp\;<br />\n<br />\n<span style="font-size:14px"><u><strong>William S. Wilson - Attorney at Law<br />\nWilson &amp\; Wilson Law Offices</strong></u></span></span></span></span><br />\n<br />\n<span style="font-size:12px">Bill Wilson has practiced law for over 30 years\, concentrating in the areas of Elder Law\, Estate Planning\, Medicaid Planning and Estate planning for Families that have children with disabilities. Bill is the President of Aging Care Connections Board\, a not-for-profit agency in LaGrange that services the needs of the older adult. He is also a member of the National Academy of Elder Law Attorneys.&nbsp\;<br />\n<br />\nBill Wilson received his B.A. in history at the University of Texas at Austin\, with high honors\, and graduated from Northwestern School of Law. He has also written several articles on these topics and has been quoted in US News and World Report and in 2011 and 2012 was named one of Chicago&#39\;s Top Wealth Managers as listed in <em>Chicago Magazine</em>.</span><br />\n<br />\n<br />\n<br />\n<br />\n<span style="font-size:12px"><strong>There is no assurance that the techniques and strategies discussed are suitable for all investors or will yield positive outcomes. Investing involves risks including possible loss of principal.<br />\n<br />\nThe information discussed is not intended to be a substitute for specific individualized tax or legal advice. We suggest that you discuss your specific situation with a qualified tax or legal advisor.</strong></span></span><br />\n<br />\n<strong><span style="font-size:12px">Not FDIC/NCUA Insured<br />\nNot Bank/Credit Union Guaranteed<br />\nMay Lose Value<br />\nNot Insured by any Federal Government Agency<br />\nNot a Bank Deposit</span></strong>\n\n<p><strong><span style="font-size:12px">Securities offered through LPL Financial\, member FINRA/SIPC. Investment advice offered through HighPoint Advisor Group\, a registered investment advisor. Equilibrium Wealth Management\, LLC and HighPoint Advisor Group are separate entities from LPL Financial.<br />\nDavid E Gonzalez\, William S Wilson\, and their respective companies and services are not affiliated with LPL Financial and Equilibrium Wealth Management\, LLC.</span></strong></p>\n<br />\n<br />\n&nbsp\;</div>\n
LOCATION:Carlucci Restaurant 1801 Butterfield Road Downers Grove IL 60515
UID:e.7795.3378
SEQUENCE:3
DTSTAMP:20260406T085609Z
URL:https://members.wscci.org/events/details/rsvp-seminar-on-the-markets-economy-wills-trusts-11-11-2015-3378
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