May 2024 Client Education Event Recap

To all of you that attended the event on May 16th at the Morton Arboretum, you may remember that we chose not to hand out folders to everyone.

In an attempt to cut down on the amount of paper we use, we decided to build a digital recap for everyone.

Below you’ll find a video replay of the event, along with posters and slides of important announcements we made.

Video replay of the conversation

Watch a video replay of the conversation between Josh Bretl and Jason Tunquist.

Jason is a lawyer with Lyons Law Group, and an expert in estate planning and trust & estate administration.

If you’d like to get in touch with Jason to set up a consultation, contact him using the information below:

Jason Tunquist
Lyons Law Group
(630) 852-2529

Introducing: The Own Your Retirement Radio Show!

Josh’s first show goes live on Saturday, June 8th at 7am on WLS 890!

We’d love for you to tune-in and give us your feedback.

Announcing the Own Your Retirement Radio Show poster

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!

Java with Josh - Upcoming shows poster

Get out your calendars: Our next Morton Arboretum educational event is coming soon!

Thursday, September 25th at 6:30pm.

We’ll be back in the Thornhill Education Center at the Morton Arboretum.

We’ll start sending email reminders, asking for your RSVPs, near the end of August and throughout September.

Q3 Arboretum poster