Congratulations, Retiring Partners!
Chicago Partners is pleased to provide an exclusive whitepaper and webinar for retiring PwC Partners.
$3,281,214 and 11 Other Reasons to Roll Over Your Qualified and Non-Qualified Money to Chicago Partners
How Retiring Clients Find Success with Chicago Partners
Congratulations on a wonderful career and your movement into retirement!
Chicago Partners has created an optimized wealth management solution customized for retiring PwC Partners. Chicago Partners has been working with PwC retiring Partners since 2007.
Join us at 10:00 am CDT on August 15th with Founders Jim Hagedorn, CFA and Anthony Halpin, CPA for a live webinar to learn more about our specific solution for retiring PwC Partners.
Fill out the form below to receive a downloadable link for our whitepaper, and a calendar invite to the accompanying webinar on August 15.
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Topics covered during the August 15th webinar include:
- $3,281,214 in savings through an RMD optimization strategy
- How a centralized balance sheet can simplify your financial picture
- Incorporating PRP into your long-term cash flow plan
- Goals-based Insurance review and planning
- Managing your estate and future estate tax liability
- Trust and trustee services
- The benefits of having a one-stop solution
Fill out the form on your left to register for the webinar and receive a copy of the whitepaper.
Congratulations, Retiring Partners!
Chicago Partners is pleased to provide an exclusive whitepaper and webinar for retiring PwC Partners.
$3,281,214 and 11 Other Reasons to Roll Over Your Qualified and Non-Qualified Money to Chicago Partners
Congratulations on a wonderful career and your movement into retirement!
Chicago Partners has created an optimized wealth management solution customized for retiring PwC Partners. Chicago Partners has been working with PwC retiring Partners since 2007.
Join us at 10:00 am CDT on August 15th with Founders Jim Hagedorn, CFA and Anthony Halpin, CPA for a live webinar to learn more about our specific solution for retiring PwC Partners.
Fill out the form below to receive a downloadable link for our whitepaper, and a calendar invite to the accompanying webinar on August 15.
How Retiring Clients Find Success with Chicago Partners
Topics covered during the August 15th webinar include:
- $3,281,214 in savings through an RMD optimization strategy
- How a centralized balance sheet can simplify your financial picture
- Incorporating PRP into your long-term cash flow plan
- Goals-based Insurance review and planning
- Managing your estate and future estate tax liability
- Trust and trustee services
- The benefits of having a one-stop solution
Fill out the form above to register for the webinar and receive a copy of the whitepaper.