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upcoming events

All meetings are slated to be in person for the 2021-2022 season.

Breakfast Meeting - September 20, 2023

When
Wed, September 20, 2023

7:30 AM - 9:30 AM

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

The September 20, 2023, meeting details are 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: $30 in advance, $36 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

Show details
Breakfast Meeting - November 15, 2023

When
Wed, November 15, 2023

7:30 AM - 9:30 AM

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

The November 15, 2023, meeting details are 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: $30 in advance, $36 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

Show details
Breakfast Meeting - January 17, 2024

When
Wed, January 17, 2024

7:30 AM - 9:30 AM

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

The January 17, 2024, meeting details are 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: $30 in advance, $36 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

Show details
Breakfast Meeting - March 20, 2024

When
Wed, March 20, 2024

7:30 AM - 9:30 AM

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

The March 20, 2024, meeting details are 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: $30 in advance, $36 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

Show details
Breakfast Meeting - May 15, 2024

When
Wed, May 15, 2024

7:30 AM - 9:30 AM

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

The May 15, 2024, meeting details are 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: $30 in advance, $36 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

Show details

Past events

Wed, May 10, 2023	Why Should Practitioners Choose Delaware and What is the “Delaware Advantage”
Wed, March 22, 2023	The Estate Planner's Guide to Religious Implications in Estate Planning
Wed, January 25, 2023	Economic Outlook for 2023
Wed, November 16, 2022	Cash Isn’t Always King: Maximizing Charitable Impact with Non-cash Assets
Wed, September 21, 2022	Cryptocurrency: What You Need to Know!
Wed, May 18, 2022	The Supplemental Needs Trust: A Supple, Flexible, Powerful Tool
Wed, March 23, 2022	Transaction Environment for Business Owners – Recap of 2021 and How Business Owners Should be Positioned for 2022
Wed, January 19, 2022	Time of Transitions: Economic Outlook for 2022
Wed, January 19, 2022	2022 Meetings
Wed, November 17, 2021	Strategic Roads to Resolution
Wed, September 22, 2021	The Life Insurance Goes Right Here
Tue, July 27, 2021	Ravinia! Member Appreciation Event
Fri, May 28, 2021	Virtual Networking with Illinois EPCs
Wed, May 19, 2021	Estate Tax Developments: 2021 and Beyond
Wed, March 17, 2021	Bimonthly Meeting \| March 2021
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

"Anyone may so arrange his affairs that his taxes shall be as low as possible;
he is not bound to choose that pattern which will best pay the Treasury;
there is not even a patriotic duty to increase one's taxes." - Justice Learned Hand

Thank you to our Sponsors!

To become a sponsor, call or email

David Witt

(224) 880-5430 | email

GREATER NORTH SHORE ESTATE & FINANCIAL PLANNING COUNCIL
1018 W. Madison, Ste. 9, Chicago, IL 60607 | Tel. 708.338.0760 | Email: gnsefpc@navandassoc.com
Copyright © 2021 Greater North Shore Estate & Financial Planning Council. All Rights Reserved.

Financial Hardship Policy

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upcoming events

Breakfast Meeting - September 20, 2023

Thank you to our sponsor

Breakfast Meeting - November 15, 2023

Thank you to our sponsor

Breakfast Meeting - January 17, 2024

Thank you to our sponsor

Breakfast Meeting - March 20, 2024

Thank you to our sponsor

Breakfast Meeting - May 15, 2024

Thank you to our sponsor

Past events

"Anyone may so arrange his affairs that his taxes shall be as low as possible; he is not bound to choose that pattern which will best pay the Treasury; there is not even a patriotic duty to increase one's taxes." - Justice Learned Hand

To become a sponsor, call or email

David Witt

(224) 880-5430 | email

"Anyone may so arrange his affairs that his taxes shall be as low as possible;
he is not bound to choose that pattern which will best pay the Treasury;
there is not even a patriotic duty to increase one's taxes." - Justice Learned Hand