Calendar

ALL MEETINGS FOR TIME BEING WILL BE CONDUCTED OVER ZOOM. WE HOPE TO RESUME BREAKFAST MEETINGS WHEN IT IS SAFE FOR EVERYONE.

Members are encouraged to invite pre-registered guests*, including clients.

Our new guest policy is that a potential member may attend once at the guest rate of $30 in advance. Once live meetings reconvene, the rate is $36 at the door, but attendance at future meetings will require them to pay the non-member rate of $50.  The referring member will receive a $10 gift card. 

Preregistration price for members is $30. Once live meetings reconvene the door price is $36.

*First-time guests can be added under a Members registration ($30 in advance / $36 at the door). Guests who have already attended one meeting should register for future meetings as a non-member ($50).

    • Wed, March 17, 2021
    • 8:00 AM - 9:15 AM (CDT)
    • TBD

    Bimonthly Membership Meeting

    Wednesday, March 17, 2021, 8:00 am - 9:15 am
    TBD

    • Speakers: TBD
    • Topic: TBD
    • Doors open at 7:30 A.M. for a buffet breakfast and networking.
    • Presentation Begins at 8:00 A.M., and adjournment will be by 9:15 A.M.
    • To receive MCLE credit, please supply your ARDC number
    • For CFP credit please provide your CFP ID


    • Wed, May 19, 2021
    • 8:00 AM - 9:15 AM (CDT)
    • TBD

    Bimonthly Membership Meeting

    Wednesday, May 19, 2021, 8:00 am - 9:15 am
    TBD

    • Speakers: TBD
    • Topic: TBD
    • Doors open at 7:30 A.M. for a buffet breakfast and networking.
    • Presentation Begins at 8:00 A.M., and adjournment will be by 9:15 A.M.
    • To receive MCLE credit, please supply your ARDC number
    • For CFP credit please provide your CFP ID


Past events

Wed, January 20, 2021 Bimonthly Meeting | January 2021
Wed, November 18, 2020 Bimonthly Meeting | November 2020
Fri, October 30, 2020 Networking Event - October 30, 2020
Wed, September 16, 2020 Bimonthly Meeting | September 2020
Wed, September 02, 2020 Networking Event - September 2, 2020
Wed, July 22, 2020 Bimonthly Meeting | July 2020
Tue, July 14, 2020 Networking with Will and Jonathan
Wed, May 20, 2020 Bimonthly Meeting | May 2020
Wed, March 18, 2020 UPDATE: The Bimonthly March Meeting has been cancelled due to public health concerns over COVID-19 and rescheduled for July 15
Wed, January 15, 2020 Bimonthly Meeting | January 2020
Wed, November 20, 2019 Bimonthly Meeting | November 2019 - Today's Critical Issues for Endowments & Foundations
Wed, September 18, 2019 Bimonthly Meeting | September 2019 - Understanding and Planning for the Illinois Estate Tax
Fri, July 26, 2019 Member Summer Event - A Day at the Races!
Wed, May 15, 2019 Bimonthly Meeting | May 2019 - What Every Illinois Advisor Should Know About Florida
Wed, March 20, 2019 Bimonthly Meeting | March 2019 - Strategies for Effective Support of LGBT Clients
Wed, February 13, 2019 Do's and Don'ts of Social Media Marketing
Wed, January 16, 2019 Bimonthly Meeting | January 2019
Wed, November 14, 2018 Bimonthly Meeting | November 2018
Wed, September 12, 2018 Bimonthly Meeting | September 2018
Wed, July 18, 2018 Bimonthly Meeting | July 2018
Wed, May 16, 2018 Bimonthly Meeting | May 2018
Thu, April 19, 2018 1st Annual Recover From Tax Day Event - 4.19.18
Wed, March 21, 2018 Bimonthly Meeting | March 2018
Wed, January 17, 2018 Bimonthly Meeting | January 2018
Wed, December 06, 2017 Young Professionals Event - 12.6.17
Wed, November 15, 2017 Bimonthly Meeting | November 2017
Wed, September 20, 2017 Bimonthly Meeting | September 2017
Wed, July 19, 2017 Bimonthly Meeting | July 2017
Wed, May 17, 2017 Bimonthly Meeting | May 2017
Wed, March 15, 2017 Bimonthly Meeting | March 2017
Wed, January 18, 2017 Bimonthly Meeting | January 2017
Wed, November 16, 2016 Bimonthly Meeting | November 2016
Wed, September 21, 2016 Bimonthly Meeting | September 2016
Wed, July 20, 2016 Bimonthly Membership Meeting | July 2016
Wed, May 18, 2016 Bimonthly Membership Meeting | May 2016
Wed, March 16, 2016 Bimonthly Membership Meeting | March 2016

GREATER NORTH SHORE ESTATE & FINANCIAL PLANNING COUNCIL
1018 W. Madison, Ste. 9, Chicago, IL 60607 | Tel. 708.338.0760 | Email:  gnsefpc@navandassoc.com
Copyright © 2016 Greater North Shore Estate & Financial Planning Council. All Rights Reserved.

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