RSVP: Seminar on the Markets, Economy, Wills & Trusts
Equilibrium Wealth Management, LLC
Alan Delcorse, President of Equilibrium Wealth Management, LLC, invites you to join us for the following complimentary seminar...
A timely update on the economy, the markets and a frank discussion about wills, trusts & estate planning.
Date:
Wednesday, November 11th, 2015
Time & Location:
Hors d' Oeuvres & Cocktails at 6:00pm
Carlucci Restaurant
1801 Butterfield Rd. Downers Grove, IL 60515
Please RSVP soon, seating is limited...
Alena Gifford
Client Service Associate
(331) 214-9207
agifford@ewmwealth.com
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.
Our Guest Speakers
David E. Gonzales - Vice President, Regional Director Goldman Sachs Asset Management
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.
Before 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.
William S. Wilson - Attorney at Law
Wilson & Wilson Law Offices
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.
Bill 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.
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.
The 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.
Not FDIC/NCUA Insured
Not Bank/Credit Union Guaranteed
May Lose Value
Not Insured by any Federal Government Agency
Not a Bank Deposit
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.
David E Gonzalez, William S Wilson, and their respective companies and services are not affiliated with LPL Financial and Equilibrium Wealth Management, LLC.
Date and Time
Wednesday Nov 11, 2015
6:00 PM - 8:00 PM CST
November 11th, 2015 at 6:00pm
Location
Carlucci Restaurant 1801 Butterfield Road Downers Grove IL 60515
Fees/Admission
Free Seminar - Complimentary Hors d' Oeuvres & Cocktails
Contact Information
RSVP: Alena Gifford, Client Service Assocaite agifford@ewmwealth.com or 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