February 2025 Client Education Event Recap!
To all of you that attended our virtual event on February 12th, thank you! We had to pivot from an in-person event at The Morton Arboretum to a Zoom event because of an impending snowstorm.
For those of you that joined us on Zoom, we’d LOVE for you to let us know your thoughts! We’ve built a form below to collect your ideas, and we’d appreciate anything and everything you provide.
Haven’t watched the Zoom but you’re about to watch the replay embedded below? Awesome! Once finished do you mind taking the survey? Thanks in advance!
You’ll also find a video replay of the event, along with posters and slides of important announcements we made.
Video replay of the interview with Ben Sullivan
Watch a video replay of the conversation Josh had with Ben Sullivan. Ben is the Chief Investment Officer at AE Wealth Management, and has joined us in past years to provide great insights into the state of the US economy.
What’d you think of the virtual event?
If you attended our virtual Q1 education event, we’d love to know what you thought! There’s a short form below to collect your thoughts, and as always, we appreciate your feedback.
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Our next education event is Tuesday, May 13th
We’ll be back at the Thornhill Education Center at The Morton Arboretum. We’ll start at 6:30pm, and our topic will be AI (artificial intelligence)! We’re really excited for this one, as we have a lot to share!
We’re expecting to have more details, along with the RSVP form, ready by early to mid April. Stay tuned!
Results of the FSR NFL Confidence Pool for Charity + our charitable contributions!
As we reflect on 2024, we can’t help but feel immense gratitude for the incredible impact we’ve made together.
Early in the year was our Super Bowl Squares for Charity, then March Madness Charity Final 4, as well as donations from the various events we held this year.
Throughout the NFL season, our FSR Family came together in a fun and meaningful way with our FSR 2024 NFL Confidence Pool.
Each week, the participant with the highest score had $100 donated to their charity of choice. And the stakes were even higher for the overall season winner — who had $500 donated to their selected cause.
We’re thrilled to announce that Dave J is our 2024 season champion! His chosen charity, Feeding America, received the grand prize donation. 🏆
Supporting the causes you care about means everything to us. Knowing that together we’ve been able to make a positive impact fills us with pride and joy — and hopefully, it does the same for you!
Thanks to your participation and support, we were honored to
donate over …
$20,000+
… to the following amazing organizations in 2024:
(Drumroll, please…)
- Wounded Warrior Project
- Michael J. Fox Foundation
- St. Jude Children’s Research Hospital
- Search Inc. – Serving Individuals with Disabilities
- Do It Steve’s Way – Scholarships for Student Athletes
- ALS Association
- Selamta Family Project – Supporting Ethiopian orphaned and abandoned children
- Alzheimer’s Association
- Elmhurst SDA Church
- Dove Inc. – Assisting victims of domestic violence
- Anchor of Hope – Sheboygan Women’s Health Center
- PAWS Chicago
- Project HOPE – Hurricane Relief
- NAMI DuPage – Supporting families impacted by mental illness
- Greater Chicago Food Depository
- South Suburban Humane Society
- Elmhurst-Yorkfield Food Pantry
- Poised for Success – Empowering women through social services
- Waterleaf Women’s Center
- Children’s Tumor Foundation
- Hesed House – Providing food, clothing, and shelter for the homeless
- United Community Concerns Association – Supporting financially disadvantaged children in Elmhurst District 205
- FIND Food Bank – Serving Southeastern California
- Feeding America
- Toys for Tots
- World Central Kitchen
- National MS Society
- DuPage Pads
- Heroes Journey
Winners of the Super Bowl Squares for Charity
1st Quarter Winner: Carol M.
Score: Eagles – 7, Chiefs – 0
Charity: Poised for Success
2nd Quarter Winner: Raelynn M.
Score: Eagles – 24, Chiefs – 0
Charity: St. Joseph Indian School
3rd Quarter Winner: Judy O.
Score: Eagles – 34, Chiefs – 6
Charity: Salvation Army
4th Quarter Winner: Debra B.
Score: Eagles – 40, Chiefs – 22
Charity: Glen House Food Pantry
Maximize Your Social Security virtual event
The vast majority of you reading this right now have seen this presentation in the past. There is some new information, but it’s really best served for those that haven’t seen Josh’s workshop presentation in a while.
Have a friend, neighbor or family member you think would benefit from hearing Josh dive deep into social security and retirement income planning? We’d be honored if you forwarded them this page in the hopes they register for this virtual event.
Here’s the overview of the event:
Join us for an virtual educational workshop covering social security maximization. The seminar will cover the new rules and basics of Social Security along with the advanced filing strategies that could increase your lifetime benefit.
Josh is presenting on March 5th at three (3) different times:
- 8am
- 12:30pm
- 7:30pm
The Psychology of Retirement film
Have a friend, coworker, or family member you think would benefit from seeing The Psychology of Retirement film that Josh is an Executive Producer of?
We’re renting another theater at the AMC Yorktown for a private viewing of the film on Wednesday, March 12th.
Please email Michael at msenese@fsrwealth.com or call him at 630.993.8200 if you have someone in mind!
The Own Your Retirement Radio Show
Every Saturday from 7 – 8am on WLS 890!
We’d love for you to tune-in and give us your feedback.
Java with Josh: Upcoming shows
If you’re not already signed up for our Java with Josh email club, take a second and submit the form below. You’ll never miss a show or a replay link again!
