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 / $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. At 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, September 16, 2020
    • 7:30 AM - 9:15 AM (CDT)
    • Zoom

    Bimonthly Membership Meeting

    Wednesday, September 16, 2020, 7:30 am - 9:15 am

    Location: Zoom


    • Speaker: Jonathan Michael of Dykema
    • Topic: Business Succession Planning Strategies You Should Be Discussing with Your Clients in Advance of the 2020 Elections.
    • Details about the event are forthcoming
    • 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 once registration opens
    • For CFP credit please provide your CFP ID once registration opens

    Meeting Description:


    This presentation will review business successions strategies professionals should be discussing with their clients NOW in anticipation of the November 2020 elections. 

    Speaker Bio:

    Jonathan W. Michael is a member of Dykema's Tax Group in the Chicago office. Jonathan's practice focuses on estate and gift tax issues, with an emphasis on wealth and business succession planning for closely held business owners and entrepreneurs. Jonathan has extensive experience in representing corporate and individual executors and trustees in probate and trust administration matters, including advising clients in properly carrying out their fiduciary duties, contested estates, actions to construe and/or reform estate planning documents containing improper or ambiguous terminology or scrivener’s errors, and gift and estate tax controversies with state and Federal taxing authorities. Jonathan represents a broad range of clients including business owners and entrepreneurs, executives, individuals and families with inherited wealth, not-for-profit organizations and charities, and individuals within the entertainment industry.

    Jonathan has developed and currently teaches the “Basic Estate Planning,” “Advanced Estate Planning” and “Business Succession Planning” courses in his role as an Adjunct Professor in the LL.M. Program at The John Marshall Law School. Additionally, Jonathan is an Adjunct Professor at the DePaul University School of Accountancy and MIS.

    Jonathan is a Fellow of the American College of Trust and Estate Counsel (“ACTEC”).  Martindale Hubbell has awarded Jonathan with an AV Peer Review Rating, which is its highest rating for ethical standards and legal ability. In addition, he has been named to the Illinois Super Lawyers list.

    Jonathan is a frequent speaker with the Illinois Instituted of Continuing Legal Education. 


    • Wed, November 18, 2020
    • 7:30 AM - 9:15 AM (CST)
    • TBD

    Bimonthly Membership Meeting

    Wednesday, November 18, 2020, 7:30 am - 9:15 am
    Location: TBD


    • Speakers: Holly Danziger
    • Topic: The Qualified Retirement Plan as a Tax Planning Tool for Business Owners

    • 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

    Meeting Description:

    The presentation will overview how plans can be structured to allow business owners to put away significant pre-tax money on an annual basis that grows tax deferred and is creditor protected.  We will also touch on the new SECURE Act and CARES Act and the impact on retirement plans.


    Specifically

    •   Small business plan options
    •   Which option is right for which business
    •   When to consider a Defined Benefit Plan or Cash Balance Plan
    •   Plan Examples
    •   News with SECURE Act and CARES Act
    •   Q & A

    Speaker Bio:

    Holly Danziger joined Karel-Gordon & Associates as a Pension Consultant in early 2011. Throughout Holly’s career in the retirement planning business she has worked with Broker Dealers, Financial Advisors, CPA’s and Attorneys as they help their clients find the appropriate solutions to meet their goals. She works directly with business owners and their advisors to create and maintain a Qualified Retirement Plan tailored to their specific tax and retirement planning needs.

    Prior to joining the firm, Holly worked as the Director of National Accounts for Priority Capital Group. In this role, she had responsibility for building and maintaining relationships between the firm and its’ broker/dealer partners. Prior to that role, Holly spent 13 years with Van Kampen Investments, most recently as Executive Director, National Accounts in their Independent Financial Advisor Channel.

    Holly earned her Bachelor’s Degree in Finance from the University of Iowa. A Registered Corporate Coach, Holly is working toward the Qualified Plan Financial Consultant Program (QPFC) designation of ASPPA. She lives in the northern suburbs of Chicago with her husband and two children.


    • Wed, January 20, 2021
    • 7:30 AM - 9:15 AM (CST)
    • TBD

    Bimonthly Membership Meeting

    Wednesday, January 20, 2021, 7:30 am - 9:15 am
    TBD


    • Speakers: Jane Ditelberg
    • Topic:  Taming the Trust Code: What’s New and What’s Not
    • 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

    Meeting Description:

    A review of the new Illinois Trust Code, including changes to prior Illinois law, wholly new provisions, and how your favorite parts of the Trusts & Trustees Act were re-codified.


    Speaker Bio:

    Jane G. Ditelberg is Senior Vice President and Assistant General Counsel at in the Legal Department of Northern Trust. She provides advice to Northern in its capacity as trustee, guardian, conservator and executor. She is a fellow of ACTEC where she is Vice Chair of the Amicus Committee and a member of the Diversity and Inclusivity, State Laws, and Employee Benefits in Estate Planning Committees. She served on the Chicago Bar Association’s Task Force on the Illinois Trust Code. She is a frequent speaker and writer on a broad range of estate planning and tax topics for groups such as ACTEC, IICLE, ALI, and the Heckerling Estate Planning Conference.


    • Wed, March 17, 2021
    • 7:30 AM - 9:15 AM (CDT)
    • TBD

    Bimonthly Membership Meeting

    Wednesday, March 17, 2021, 7:30 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
    • 7:30 AM - 9:15 AM (CDT)
    • TBD

    Bimonthly Membership Meeting

    Wednesday, May 19, 2021, 7:30 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, 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
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