September 2024 Client Education Event Recap
To all of you that attended the event on September 25th 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 Dave Wylly’s presentation
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:
Dave Wylly
Lyons Law Group
jason@kllawfirm.com
https://www.kllawfirm.com
(630) 852-2529
The 1st annual FSR NFL Confidence Pool for Charity!
Each week you’ll pick a winner for each game, assigning “confidence points” to each pick. The more confident you are about which team will win, the more points you assign to the pick.
The winner of each week will have a $100 donation made in their name to their charity of choice! Click the button below to join the pool, as this is the last chance to join for the season.
Trivia Night is back, folks!
Put on your thinking cap and join us for a night of fun and friendly competition at FSR Wealth’s second annual Trivia Night! Will we have a repeat of our 2023 winning team?
Trivia Night will be held on Thursday, October 24th at 6:30pm at the Renaissance Room at Knights of Columbus Hall in Elmhurst. We’ll have food, drinks and lots of tough questions to answer. We’ll take care of creating teams and asking the tough questions, you just need to come for a night of fun!
Introducing: 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!
Your exclusive invitation to see The Psychology of Retirement film!
When: Tuesday, November 12th at 6:30pm.
We’re renting a theater at the AMC Yorktown for a private viewing of the film “The Psychology of Retirement,” which we’re proud to be called an Executive Producer!
We’ll send out more details as we get closer to November 12th.