Does your estate plan need attention, but you’re unsure where to start? Join CFE members Mary Ann Korenic and Jenifer Aronson for an engaging virtual session, hosted by the Leadership & Professional Development Exchange. We’ll cover essential estate documents like wills and trusts, but this session is more than just informational—it’s about taking action. You’ll join a responsibility group with other CFE members to provide accountability and support, ensuring you complete these critical tasks. Take comfort in knowing your estate plan is in order, giving you peace of mind for the future.
Join us for the 2025 Annual Meeting & Winter Social. We will gather at the East Bank Club to kick off the new year with friends, food, and fabulous conversations. Leadership will share an update on what CFE has planned for the coming year.
Regular Members: No Charge Retired & Non-Resident Members: $125 Prospective member guests are welcome.
The Finance and Investments Exchange invites you to the Annual Economic Update on Tuesday, February 4th. Join CFE members online for a discussion on the economic outlook for 2025 and beyond.
Guest Panelists:
Jessica Noviskis, CFA — Marquette Associates
David H. Smith, CFA — Marquette Associates
Mike Rarey, CFA - CAP STRAT
Chicago Finance Exchange20960 S. Frankfort Square Road, Suite BFrankfort, IL 60423312-833-8782Contact us by email: dhypke@managementervices.org