- July IACAC Luncheon
July 11, 2017
11:15 am - 2:00 pm
Understanding Today’s Financial Environment
If you’re starting to think about retirement or are mid-career, have you done the necessary planning to ensure that you’ll be able to live in a lifestyle you’re accustomed to without an identical level of income? This is an important topic for all the members of our Association, whether at the end of your professional career or you’re just starting to hit your stride. Come and join us for this thoughtful and informative presentation on life after work and what you need to do to be ready.
NOTE: VENUE CHANGE FOR JULY ONLY
Due to a scheduling conflict at the Wyndham, we are for this month only at the Hyatt Place Rosemont. They were able to accommodate us on a last-minute basis, so we're super thankful for that. The address is:
Hyatt Place Rosemont
6810 N. Mannheim Rd.
Meet Tim O'Donnell
With over thirty years in the financial services industry the focus of Tim’s practice at Ode Financial Services is developing and implementing innovative financial strategies for families and individuals. He specializes in working with individuals and families to create and implement customized financial strategies that seek to protect and grow their financial futures. His investment advisory philosophy revolves around strategies that seek to maximize growth of assets while minimizing risks and the impact of taxes. Once implemented, he believes reviewing and adjusting to the changing needs of his clients is key to managing their financial future.
Venue: Hyatt Place Rosemont