Planning Your Retirement - Social Security, Health & Wellness Seminar
Planning Your Retirement - Social Security, Health & Wellness Seminar
Join us for a workshop to help you make the right decisions:
Social Security: Seven keys to enhancing your benefits
Social Security continues to play a critical role in a retirement strategy. Is yours taking full advantage of what Social Security offers?
Keys to help you understand the basics of Social Security, including when you should start taking benefits.
Health & Wellness: A Holistic Approach
The LifeStart Wellness Network has a convenient and unique approach to increasing physical activity and nutritional responsibility through guided long-term lifestyle management.
Date:
Thursday, May 7th 2014
Time:
11:45 AM-1:00 PM
Location:
Carlucci Restaurant
1801 Butterfield Road
Downers Grove, IL 60515
Complimentary lunch will be served
Space is limited, so call now to register:
Alena Gifford
Client Service Associate
331.214.9207
agifford@ewmwealth.com
Your Hosts
Alan Delcorse, President
Alan is the President of Equilibrium Wealth Management, LLC and has over 30 years of experience in the investment industry. He incorporates a balanced approach to investing, seeking appropriate returns with an emphasis on risk management and capital preservation.
Peter Lesnik, Private Wealth Advisor
Peter began his career in the financial industry in 2004 at Northwestern Mutual Financial Network with a firm commitment to the understanding that the basic principles of financial planning begins in areas that protect and build a foundation for success. From there, he then spent seven years with JPMorgan Wealth Management working directly with clients on the relationships between budgeting and setting goals towards financial independence.
Guest Speakers
John Hennessey - Allianz Life Financial Services, LLC
Regional Vice President, Retirement Consultant John Hennessey of Allianz Life Financial Services, LLC has over 21 years of financial services industry experience. He guides financial professionals in creating retirement strategies that help their clients meet their long-term financial objectives, in a variety of market conditions.
Katie Schwartz and Michael Sanders - LifeStart Wellness Services
Lifestart has innovative wellness solutions to meet every stage of health. LifeStart's organization identifies customer's expectations, defines strategies to exceed those expectations and measures performance with tangible, demonstrable results. They improve the physical health and wellness of members and deliver unsurpassed levels of satisfaction and positive results for clients.
Celebrating our 19th seminar in our series of continuing educational seminars!
Join us for a workshop to help you make the right decisions:
Social Security: Seven keys to enhancing your benefits
Social Security continues to play a critical role in a retirement strategy. Is yours taking full advantage of what Social Security offers?
Keys to help you understand the basics of Social Security, including when you should start taking benefits.
Health & Wellness: A Holistic Approach
The LifeStart Wellness Network has a convenient and unique approach to increasing physical activity and nutritional responsibility through guided long-term lifestyle management.
Date:
Thursday, May 7th 2014
Time:
11:45 AM-1:00 PM
Location:
Carlucci Restaurant
1801 Butterfield Road
Downers Grove, IL 60515
Complimentary lunch will be served
Space is limited, so call now to register:
Alena Gifford
Client Service Associate
331.214.9207
agifford@ewmwealth.com
Your Hosts
Alan Delcorse, President
Alan is the President of Equilibrium Wealth Management, LLC and has over 30 years of experience in the investment industry. He incorporates a balanced approach to investing, seeking appropriate returns with an emphasis on risk management and capital preservation.
Peter Lesnik, Private Wealth Advisor
Peter began his career in the financial industry in 2004 at Northwestern Mutual Financial Network with a firm commitment to the understanding that the basic principles of financial planning begins in areas that protect and build a foundation for success. From there, he then spent seven years with JPMorgan Wealth Management working directly with clients on the relationships between budgeting and setting goals towards financial independence.
Guest Speakers
John Hennessey - Allianz Life Financial Services, LLC
Regional Vice President, Retirement Consultant John Hennessey of Allianz Life Financial Services, LLC has over 21 years of financial services industry experience. He guides financial professionals in creating retirement strategies that help their clients meet their long-term financial objectives, in a variety of market conditions.
Katie Schwartz and Michael Sanders - LifeStart Wellness Services
Lifestart has innovative wellness solutions to meet every stage of health. LifeStart's organization identifies customer's expectations, defines strategies to exceed those expectations and measures performance with tangible, demonstrable results. They improve the physical health and wellness of members and deliver unsurpassed levels of satisfaction and positive results for clients.
Celebrating our 19th seminar in our series of continuing educational seminars!
Date and Time
Thursday May 7, 2015
11:45 AM - 1:00 PM CST
Thursday, May 7th 2014 11:45 AM-1:00 PM
Location
Carlucci Restaurant 1801 Butterfield Road Downers Grove, IL 60515
Fees/Admission
Free- Complimentary lunch will be served
Contact Information
331-214-9207
Send Email
Printed courtesy of www.wscci.org – Contact the West Suburban Chamber of Commerce & Industry for more information.
P.O. Box 187, La Grange, IL 60525 – (708) 387-7550 – membership@wscci.org