Upcoming Events

2018 Advisor Webinar Series

July 18th | 3:00 – 4:00pm Eastern

Jim is a founding principal of DUGGAN BERTSCH, LLC, a Chicago-based business, tax, estate and wealth planning firm where he concentrates on business and corporate law and estate and wealth planning, primarily as they relate to closely held business interests and high net worth families.

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2018 Advisor Webinar Series

November 14th | 3:00 – 4:00pm Eastern

Bryan is the founder and president of Charitable Solutions, LLC, specializing in non-cash asset receipt and liquidation, gift annuity reinsurance and risk management, emergency assistance funds, and life insurance appraisals and audits. He also founded a national fund that allows employers to create emergency assistance and disaster relief funds for their employees.

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