Economic Outlook for 2024

Ryan James Boyle - Northern Trust

January 17, 2024

Ryan James Boyle is a Vice President and Senior Economist within the Global Risk Management division of Northern Trust. In this role, Ryan is responsible for briefing clients and partners on the economy and business conditions, supporting internal stress testing and capital allocation processes, and publishing economic commentaries.

Prior to joining Northern Trust, Ryan held multiple management roles at TransUnion. He researched and reported on trends and key topics in the consumer credit industry, and he led initiatives to improve the breadth, depth, and quality of data reported on consumer files. Before TransUnion, Ryan worked as an economic consultant at Navigant Consulting, supporting expert testimony in competition and securities litigation. He started his career as a business analyst at ABN AMRO/LaSalle Bank.

Ryan holds an MBA from the University of Chicago Booth School of Business and a bachelor’s degree in computer science, with highest honors, from DePaul University. In addition, Ryan completed the Graduate School of Banking at the University of Wisconsin-Madison.

Thank you to our sponsor

Location:

• Maggiano's Little Italy Old Orchard - 4999 Old Orchard Shopping Ctr, Space #A28 Skokie, IL 60077
  

Rates: 

• Season Pass Members: Free
• Regular Members and member's guests: $35 in advance, $40 at the door
• Non-members: $50

Agenda: 

• 7:30 A.M. Networking
• 8:00 - 9:00 A.M. Presentation
• 9:15 A.M. Meeting Adjourns

Estate Planning for Retirement Benefits: What to Do and How to Do It

Natalie B. Choate

March 20, 2024

Virtual

Includes SECURE (2019), IRS Proposed RMD Regs, SECURE 2.0, IRS Notices 2022-53 and 2023-54, and all other recent/new developments!

Natalie B. Choate

Natalie Choate, JD, is a lawyer, writer, and speaker whose mission is to translate the tax rules dealing with retirement benefits into practical English for the benefit of estate planners and other tax professionals, so they can serve their clients. Her book Life and Death Planning for Retirement Benefits is a leading resource for lawyers, accountants, financial planners, professors, students, and everyone else who needs to understand planning and compliance for retirement accounts.

Natalie is a former Regent of the American College of Trust and Estate Counsel and former chairman of its Employee Benefits Committee. Named “Estate Planner of the Year” by the Boston Estate Planning Council, she has received the “Distinguished Accredited Estate Planner” designation and Lifetime Service Award from the National Association of Estate Planning Councils.

Her articles on estate planning topics have been published in ACTEC Notes, Estate Planning, Trusts and Estates, Tax Practitioners Journal and Tax Management. She has lectured in all 50 states, Canada, Puerto Rico, and the District of Columbia, and has spoken at the Heckerling, Notre Dame, and Southern Federal Tax Institutes, among others. Her comments on estate and retirement planning have been quoted in The Wall Street Journal, Money, The New York Times, Newsweek, Forbes, Financial Planning and Financial World.

A Boston native, Natalie is a graduate of Radcliffe College and Harvard Law School.

Thank you to our sponsor

Location:

• Virtual - Zoom

Breakfast Meeting - May 15, 2024

More Details Coming Soon...

____________

Thank you to our sponsor

Location:

• Maggiano's Little Italy Old Orchard - 4999 Old Orchard Shopping Ctr, Space #A28 Skokie, IL 60077
  

Rates: 

• Season Pass Members: Free
• Regular Members and member's guests: $35 in advance, $40 at the door
• Non-members: $50

Agenda: 

• 7:30 A.M. Networking
• 8:00 - 9:00 A.M. Presentation
• 9:15 A.M. Meeting Adjourns