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upcoming events

    • Wed, November 20, 2024
    • 7:30 AM - 9:30 AM
    • Maggiano's - 4999 Old Orchard Shopping Ctr, Space #A28 Skokie, IL 60077
    Register

    The Next Chapter: Q3 2024 Macro and Markets Review

    Michael P. Heneghan, CFA, CAIA

    ____________

    3Q 2024: Turning the Page, Starting a New Chapter

    • The Fed’s Cutting Cycle Begins
      • After 300 days on pause above 5%, the Fed finally cut signaling the start of a new cycle of lower rates. Easier financial conditions should be supportive of the economy, providing a conducive backdrop for investors.
    • Starting to Bring 2025 into View
      • With uncertainty around Fed cuts largely reduced, focus will turn to 2025. Consensus earnings expectations are for 10% growth next year, which seems a tad optimistic. We’re assuming no more multiple expansion, given elevated valuations and earnings growth closer to mid-single digits.
    • The Election
      • The race is too close to call and likely remains so until November. Who wins the Oval Office as well as the makeup of Congress will determine D.C.’s influence on markets for the foreseeable future. Keep in mind that the influence is often less than most believe.


    Michael P. Heneghan

    SVP, Senior Investment Strategist - Bernstein Private Wealth Management


    Michael P. Heneghan is a Senior Vice President and Senior Investment Strategist for Bernstein Private Wealth Management and is in the firm’s Chicago office. He is a member of Bernstein’s Private Client Investment Policy Group, which provides asset allocation, investment and risk management advice for high-net-worth clients, endowments and foundations. Prior to joining the firm in 2017, Michael was a portfolio manager at Driehaus Capital Management, and led the team that managed the personal assets of Richard Driehaus. Michael focused on the Domestic Equity Strategies, but also oversaw the management of the International, REIT, MLP, and Energy Strategies. Earlier, he was an associate equity analyst for the Special Situations team in the Global Investment Research Group at Goldman Sachs. Michael has a BS in finance and economics from Illinois State University at Normal, IL, and an MBA in finance and accounting from the Kelley School of Business at Indiana University in Bloomington, IN. Michael is a Chartered Financial Analyst and a Chartered Alternative Investment Analyst professional. He is a member of the CFA Society of Chicago.


    Thank You to Our Meeting Sponsor



    Location:

    • Maggiano's Little Italy Old Orchard - 4999 Old Orchard Shopping Ctr, Space #A28 Skokie, IL 60077

    Rates: 

    • Season Pass Members: Free
    • Regular Members and member's guests: $35 in advance, $40 at the door
    • Non-members: $50

    Agenda: 

    • 7:30 A.M. Networking
    • 8:00 - 9:00 A.M. Presentation
    • 9:15 A.M. Meeting Adjourns


    • Wed, January 22, 2025
    • 7:30 AM - 9:30 AM
    • Maggiano's - 4999 Old Orchard Shopping Ctr, Space #A28 Skokie, IL 60077
    Register

    Five PROVEN Networking Strategies to Make It Rain

    Steve Fretzin

    ____________

    In any competitive marketplace, professionals must find the most time-efficient way to get real value when networking. The saying used to be, “It’s all about who you know.” Today, it’s about “How you leverage those you know.” Please join four-time author, podcast host, and authority on business development Steve Fretzin as he walks you through:

    • Identifying your best targets for developing business.
    • Creating a KILLER infomercial that gets you noticed.
    • Getting organized for high-impact networking meetings
    • Obtaining REAL business for your time invested
    • LinkedIn as a critical tool for networking

    Steve Fretzin is regarded as the premier authority on networking and business development for professional services providers.

    Steve Fretzin

    Driven, focused, and passionate about helping ambitious professionals reach their full potential, Steve Fretzin is internationally recognized as the premier coach, skills trainer, and thought leader in business development.

    In addition to writing four books on networking and business development, Steve has a highly rated podcast called, “BE THAT LAWYER.” You can also read Steve’s regular columns in Above the Law and Legal Business World magazine.



    Location:

    • Maggiano's Little Italy Old Orchard - 4999 Old Orchard Shopping Ctr, Space #A28 Skokie, IL 60077

    Rates: 

    • Season Pass Members: Free
    • Regular Members and member's guests: $35 in advance, $40 at the door
    • Non-members: $50

    Agenda: 

    • 7:30 A.M. Networking
    • 8:00 - 9:00 A.M. Presentation
    • 9:15 A.M. Meeting Adjourns


    • Wed, March 19, 2025
    • Virtual - Zoom

    Breakfast Meeting

    March 19, 2025

    Virtual

    _________

    More details coming soon...



    Location:

    • Virtual - Zoom




      • Wed, May 21, 2025
      • 7:30 AM - 9:30 AM
      • Maggiano's - 4999 Old Orchard Shopping Ctr, Space #A28 Skokie, IL 60077
      Register

      Planning for the Other 99%

      Jason S. Ornduff

      Harrison LLP

      ____________

      Here on the North Shore, one of the wealthiest areas of the nation, we often lose sight that most people we know will never have to navigate estate taxes at either the federal or state level. Indeed, the average wealth of a retiree in America is $333,940 in retirement funds and a total net worth of $1.06 million (2022 Survey of Consumer Finances (SCF)). But those Americans need estate planning too.

      Jason Ornduff’s presentation will focus on that majority with a discussion of some of the practical estate planning techniques available that don’t require complex tax strategies. An estate plan not done right, even one of modest size, can lead to massive complexity in estate administration and even worse, family disputes that assure that only the litigators are the winners.

      Jason Ornduff

      Partner, Member of Executive Board - Harrison LLP

      Jason Ornduff advises high-net-worth families, business owners, executives, professionals, and celebrities on state and federal laws regarding wealth transfer to the next generation, including estate planning, estate and trust administration, and estate and gift tax issues.

      Jason also counsels closely held companies on various legal issues, especially in the areas of succession planning.

      Jason’s practice has evolved from being a transactional attorney to a trusted advisor for his clients. Many of his clients are multiple generations of the same family, and many have been with him for several decades. Jason takes a practical approach to law – the technical aspects and strategies should be secondary to the overall goals of the client, and solutions to problems must be understandable to and sustainable for clients.

      Jason is a past president of the Greater North Shore Estate and Financial Planning Council. He is also a Fellow in the American College of Trust and Estate Counsel (ACTEC), serves on the Illinois Institute of Continuing Legal Education’s Estate Planning Short Course planning board, and is a member of the Chicago Estate Planning Council.

      Outside of the practice of law, Jason is active in Scouting, having served as a Scoutmaster for six years and currently advising a Venture Crew comprised of teenage Scouts. He has backpacked various back country trails throughout the country. Jason also has been active in youth sports, having coach youth lacrosse, basketball, and soccer.


      Location:

      • Maggiano's Little Italy Old Orchard - 4999 Old Orchard Shopping Ctr, Space #A28 Skokie, IL 60077

      Rates: 

      • Season Pass Members: Free
      • Regular Members and member's guests: $35 in advance, $40 at the door
      • Non-members: $50

      Agenda: 

      • 7:30 A.M. Networking
      • 8:00 - 9:00 A.M. Presentation
      • 9:15 A.M. Meeting Adjourns


    Past events

    Wed, September 18, 2024 Wealth Planning & Closely-Held Entities - Exploring Available Options
    Thu, August 15, 2024 GNSE&FPC Summer Social
    Thu, August 01, 2024 CANCELLED: GNSE&FPC Summer Social
    Wed, May 15, 2024 The Sun That Rises Also Sets: Tax Planning in Anticipation of the Tax Cuts and Jobs Act 2025 Sunset
    Wed, March 20, 2024 Estate Planning/Retirement Benefits: A 3-Part Webinar with Natalie B. Choate
    Thu, January 25, 2024 GNSEFPC Networking Event
    Wed, January 17, 2024 Economic Outlook for 2024: Sticking the Soft Landing
    Wed, November 15, 2023 Debunking Medicare Myths and Medicaid Rules and Updates
    Wed, September 20, 2023 Entity Disclosure and You: The Purpose, Scope, and Effect of the Corporate Transparency Act
    Wed, May 10, 2023 Why Should Practitioners Choose Delaware and What is the “Delaware Advantage”
    Wed, March 22, 2023 The Estate Planner's Guide to Religious Implications in Estate Planning
    Wed, January 25, 2023 Economic Outlook for 2023
    Wed, November 16, 2022 Cash Isn’t Always King: Maximizing Charitable Impact with Non-cash Assets
    Wed, September 21, 2022 Cryptocurrency: What You Need to Know!
    Wed, May 18, 2022 The Supplemental Needs Trust: A Supple, Flexible, Powerful Tool
    Wed, March 23, 2022 Transaction Environment for Business Owners – Recap of 2021 and How Business Owners Should be Positioned for 2022
    Wed, January 19, 2022 Time of Transitions: Economic Outlook for 2022
    Wed, January 19, 2022 2022 Meetings
    Wed, November 17, 2021 Strategic Roads to Resolution
    Wed, September 22, 2021 The Life Insurance Goes Right Here
    Tue, July 27, 2021 Ravinia! Member Appreciation Event
    Fri, May 28, 2021 Virtual Networking with Illinois EPCs
    Wed, May 19, 2021 Estate Tax Developments: 2021 and Beyond
    Wed, March 17, 2021 Bimonthly Meeting | March 2021
    Wed, January 20, 2021 Bimonthly Meeting | January 2021
    Wed, November 18, 2020 Bimonthly Meeting | November 2020
    Fri, October 30, 2020 Networking Event - October 30, 2020
    Wed, September 16, 2020 Bimonthly Meeting | September 2020
    Wed, September 02, 2020 Networking Event - September 2, 2020
    Wed, July 22, 2020 Bimonthly Meeting | July 2020
    Tue, July 14, 2020 Networking with Will and Jonathan
    Wed, May 20, 2020 Bimonthly Meeting | May 2020
    Wed, March 18, 2020 UPDATE: The Bimonthly March Meeting has been cancelled due to public health concerns over COVID-19 and rescheduled for July 15
    Wed, January 15, 2020 Bimonthly Meeting | January 2020
    Wed, November 20, 2019 Bimonthly Meeting | November 2019 - Today's Critical Issues for Endowments & Foundations
    Wed, September 18, 2019 Bimonthly Meeting | September 2019 - Understanding and Planning for the Illinois Estate Tax
    Fri, July 26, 2019 Member Summer Event - A Day at the Races!
    Wed, May 15, 2019 Bimonthly Meeting | May 2019 - What Every Illinois Advisor Should Know About Florida
    Wed, March 20, 2019 Bimonthly Meeting | March 2019 - Strategies for Effective Support of LGBT Clients
    Wed, February 13, 2019 Do's and Don'ts of Social Media Marketing
    Wed, January 16, 2019 Bimonthly Meeting | January 2019
    Wed, November 14, 2018 Bimonthly Meeting | November 2018
    Wed, September 12, 2018 Bimonthly Meeting | September 2018
    Wed, July 18, 2018 Bimonthly Meeting | July 2018
    Wed, May 16, 2018 Bimonthly Meeting | May 2018
    Thu, April 19, 2018 1st Annual Recover From Tax Day Event - 4.19.18
    Wed, March 21, 2018 Bimonthly Meeting | March 2018
    Wed, January 17, 2018 Bimonthly Meeting | January 2018
    Wed, December 06, 2017 Young Professionals Event - 12.6.17
    Wed, November 15, 2017 Bimonthly Meeting | November 2017
    Wed, September 20, 2017 Bimonthly Meeting | September 2017
    Wed, July 19, 2017 Bimonthly Meeting | July 2017
    Wed, May 17, 2017 Bimonthly Meeting | May 2017
    Wed, March 15, 2017 Bimonthly Meeting | March 2017
    Wed, January 18, 2017 Bimonthly Meeting | January 2017
    Wed, November 16, 2016 Bimonthly Meeting | November 2016
    Wed, September 21, 2016 Bimonthly Meeting | September 2016
    Wed, July 20, 2016 Bimonthly Membership Meeting | July 2016
    Wed, May 18, 2016 Bimonthly Membership Meeting | May 2016
    Wed, March 16, 2016 Bimonthly Membership Meeting | March 2016

    GREATER NORTH SHORE ESTATE & FINANCIAL PLANNING COUNCIL
    1018 W. Madison, Ste. 9, Chicago, IL 60607 | Tel. 708.338.0760 | Email:  gnsefpc@navandassoc.com
    Copyright © 2021 Greater North Shore Estate & Financial Planning Council. All Rights Reserved.

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