Transitioning to Retirement
Roselle Bank & Trust
1350 West Lake Street, Roselle
We will discuss ways to embrace and respond to the uncertainties that surround retirement planning.
Register by May 16 via email or 847.879.7928
Downsize Your Home, Upsize Your Finances
Heinen’s Grocery Store - Reserved Room
1020 Waukegan Road, Glenview
Learn about the costs, benefits and challenges of moving & distributing your extra belongings.
Register by May 19 via email or 847.784.1364
Social Security and You
Wintrust Bank - River North
431 North Clark Street, Chicago
Attend this educational seminar to learn how to maximize your Social Security benefits.
Register by June 6 via email or 312.255.3006
At Wintrust Wealth Management, we value our local roots and are deeply committed to the neighborhoods in which we serve.
As part of the Chicago financial fabric since 1931, and Wisconsin since 1936, we have been actively involved in our communities for generations. We proudly support hundreds of schools, municipalities, and charitable organizations across the communities in which we work and actively participate in the ongoing efforts to help them thrive.