Calendar

Bimonthly breakfast meetings are held at Maggiano's Little Italy - 4999 Old Orchard Shopping Center, Skokie, IL 60077

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, March 18, 2020
    • 7:30 AM - 9:15 AM
    • Maggiano's Little Italy - 4999 Old Orchard Shopping Center, Skokie, IL 60077

    Bimonthly Membership Meeting

    Wednesday, March 18, 2020, 7:30 am - 9:15 am
    Maggiano's Little Italy 
    4999 Old Orchard Shopping Center
    Skokie, IL 60077

    • Speaker: Todd Povlich - MPI
    • Topic: In What Situation Does a Discount Apply?
    • 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
    • Meeting Rates:
      • Member Pre-registration: $30 ($36 at the door)
      • Guest: $30 ($36 at door).  Guests must be a potentials member and may attend at this rate one time.  The referring member will receive a $10 Amazon gift card. 
      • Non-members: $50

    Meeting Description:

    i.  A review of the famous "levels of value" chart
    ii.  Where and why do discounts apply?
    iii.  What market data can be used to support discounts?
    iv. What types of interests are discountable? 

    Speaker Biography:

    Meeting Sponsor:


    • Wed, May 20, 2020
    • 7:30 AM - 9:15 AM
    • Maggiano's Little Italy - 4999 Old Orchard Shopping Center, Skokie, IL 60077

    Bimonthly Membership Meeting

    Wednesday, May 20, 2020, 7:30 am - 9:15 am
    Maggiano's Little Italy 
    4999 Old Orchard Shopping Center
    Skokie, IL 60077

    • Speakers: Jonathan W. Michael - Dykema 
    • 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
    • Meeting Rates:
      • Member Pre-registration: $30 ($36 at the door)
      • Guest: $30 ($36 at door).  Guests must be a potentials member and may attend at this rate one time.  The referring member will receive a $10 Amazon gift card. 
      • Non-members: $50

    Meeting Description:

    TBD

    Speaker Biography:

    TBD

    Meeting Sponsor:


Past events

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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