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Getting Your Financial House in Order

  • 05/07/2024
  • 5:30 PM - 6:30 PM
  • Virtual on Zoom

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Organizing and optimizing one's finances to achieve stability, security, and long-term prosperity involves assessing your current financial situation, setting goals, creating a plan, and taking action steps to improve your financial health. Is your financial house in order?  Do you have a will?  Should you have a trust?  Are you aware of the latest legislation affecting Roth accounts?  

Get these and other questions answered by two CFE experts -- Jenifer Aronson, Founder and Managing Partner of Mosaic Fi, an investment advisory firm, and Mary Ann Korenic, CEO of The Chicago Trust Company, a provider of trust and estate services. They will be joined by Martha McGuire and will review a checklist for financial health.  The goal of the program is for CFE members to support each other in ensuring the building blocks of financial health are in place. 


Chicago Finance Exchange
332 S. Michigan Avenue, Suite 1032 - #C232
Chicago, IL  60604 - 4434
312-833-8782
Contact us by email: admin@chicagofinanceexchange.org

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