Financial Planning’s Greatest Hits:
26 Years of Strategies That Still Top the Charts
Breakfast Meeting
Wednesday, November 19, 2025
1.0 CLE general credit | 1.0 CFP CE| CPA CPE certificates provided
Grab your backstage pass and join Adam Stock, CFP®, M.S. PFP, Founder of The Next Level Planning Group, for a lively, insight-packed session featuring his “greatest hits” of financial planning.
From familiar favorites to rare deep cuts, Adam will share 11 strategies designed to make a lasting impact for your clients, your practice, and even your own planning.
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Presenter: Adam Stock, CFP® M.S. PFP, Financial Planner, Partner, The Next Level Planning Group
Adam Stock is the founder of The Next Level Planning Group, a family wealth management firm based in Chicago. He has a wealth of experience in the financial industry, having started his career in wealth management at Merrill Lynch in 1999. Adam is a Certified Financial Planner (CFP) and holds an MS in Personal Financial Planning. He is passionate about mentoring others, helping clients navigate the many financial challenges In the present so they can experience a more meaningful and joyful financial future and entrepreneurship. He has been a member of Vistage since 2007. Adam lives in Evanston, Illinois, with his family and is actively involved in his local community.
Location:
- Maggiano's Little Italy Old Orchard, 4999 Old Orchard Shopping Ctr, Skokie, IL 60077
Fees:
- 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
- 9:30 A.M. Meeting Adjourns
Thank You to Our Meeting Sponsor
