“Financial Services for the Coming Retirement Boom”
The firm’s Jonathan W. Michael was a panelist and featured speaker at the “Financial Services for the Coming Retirement Boom” conference sponsored by DePaul University’s Center for Financial Services on October 24. The conference, featured in the Chicago Tribune, included trust executives, accountants and investment advisors. Rick Waddell, CEO of The Northern Trust, was the keynote speaker. Jonathan focused his presentation on the unique business succession planning and estate planning needs of the “baby boomer” generation. For more information about business succession planning, please contact Jonathan W. Michael at 312/840-7049 or firstname.lastname@example.org.
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