Replay: RetireWiseCFP & Chicago Partners Introduction

December 2, 2022

Please see the video for the replay of the RetireWiseCFP & Chicago Partners Introduction call. All the advisors featured on today's call will be part of your team, including:

  • Founder & Managing Partner Jim Hagedorn, CFA
  • Partner Jim Palermo, CFA, CFP®, CAIA, CEPA
  • Partner Dan Toledo, CFA, CFP®
  • Wealth Advisor Matthew Grennell, J.D.

If you have any questions regarding any of the item covered on the call, you are welcome to reach out to your team! In the meantime, your team will be sending you an email you can use to select the time that works best for a one-on-one call with your advisors.

Thank you again for the opportunity to serve you with distinction, and we look forward to working with you!

Reach out to your advisor