North Shore Interest Group Breakfast
Details of the Presentation and Dialog Session
“Uncertainty” has become the watchword as a new
decade gets underway. The need to position assets to protect against
increases in income tax rates and the vicissitudes of the market has never been
greater. We will explore the pros and cons of two techniques that meet
one or both of these needs.
About Steve Schaumberger
Steve is a principal at JR Katz and has been in the financial services
industry for over 20 years. Steve assists entrepreneurs and business owners in
developing strategies to accumulate, conserve and transfer personal wealth,
and serves as an advocate to obtain the most appropriate, cost-effective
insurance-based vehicles. As part of this process, he works with clients and
their advisors in coordinating and structuring plans for wealth creation,
executive compensation and business succession.
Event Details
We will meet again in the back room of Max & Benny's, a wonderful deli with a terrific breakfast buffet.
DATE: Thursday, February 11, 2010
TIME: 7:30 a.m. - 9:00 a.m.
7:30 a.m. - 8:00 a.m. - Networking and breakfast
8:00 a.m. - 8:10 a.m. - Announcements
8:10 a.m. - 9:00 a.m. - Presentation
LOCATION: Max & Benny’s (Brookside Shopping Center), 461 Waukegan Road, Northbrook, Illinois
COST: Please prepay now through the club website
HBSCC members and their guests (with prepaid reservation): $15.00; HBSCC members and their guests (without prepaid reservation): $20.00
HBSCC Patron and Patron Plus Guest Pass members: FREE!
Non-members of HBSCC: $25.00
RESERVATION DEADLINE: Wednesday, February 10
(Please R.S.V.P. now through the club website -- we no longer use the separate Yahoo email.)
CANCELLATION POLICY: All cancellations must be received
within two (2) business days of the event or the attendee who made the
reservation will be charged, regardless of participation, due to costs
associated with the reservation.
NORTH SHORE INTEREST GROUP FUTURE DATES:
We meet the second
Thursday morning of every month. If you would like to present or have a suggestion
for a presenter, please let Jon Paul know.
Jon Paul, MBA 1980
North Shore IG Chair
President, Value Added Finance Resources
jon@valueaddedfinance.com
blog-- www.askjonpaul.com
twitter-- http://twitter.com/askjonpaul
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Event Dashboard:
When: Thursday, 02/11/10 at 7:30am - 9:00am | iCal
| Location |
| Max & Benny's
461 Waukegan Road
Northbrook, IL 60062
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Look Who's Coming:
Thomas Breuer George Metzger Robert Moss Jon Paul Guest of Jon Paul ... a total of 6 guests. Note: to opt out from this list please sign in, go to My Account and change your preferences under My RSVPs.
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