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Events

Your Personal Financial Workshop — Invite Your Circle

-
In-person (within 1 hr of Downers Grove, IL) or Virtual (Zoom)
Location of Your Choice

An intimate, client-driven workshop designed for your community. You choose the date, provide a list of 10–20 guests, and I’ll bring the guidance (and the pizza).


Who Should Attend:

Adults who want practical, honest conversations about money — women in transition, parents, couples, friends, and families navigating disability or other life changes.


What You’ll Get:

A relaxed, educational experience featuring a Thrivent-approved workshop of your choice, interactive Q&A, and time to talk money in a supportive, judgment-free space. Snacks included; your guests are welcome to BYOB.


Group Size:

Minimum 5 confirmed attendees.


How to Book:

Contact me to coordinate scheduling and provide your guest list. I’ll send all email invitations and manage RSVPs.


Availability:

Offered once per month (or by appointment), in-person within one hour of Downers Grove or virtually.


Important Note:

These are Thrivent-approved educational workshops. No products will be sold during the sessions.

Estate Planning & Probate Law Program -- Planning for Loved Ones with Disabilities

-
Virtual Workshop
Live webinar via Zoom - Instructions and a link will be provided by email in advance of the program.

Join us for a practical educational session designed to help families thoughtfully plan for the care, financial stability, and quality of life of loved ones with disabilities. Gain strategies for transition planning, and building a care team and support network.


What you will learn by attending the program:


How to protect eligibility for government benefits

Tools for financial planning: special needs trusts, ABLE accounts, life insurance

Legal considerations: guardianship, powers of attorney


No products will be sold. Thrivent and its financial advisors and professionals do not provide legal, accounting, or tax advice. Consult your attorney or tax professional. 8869915.1


Speakers: Presenter, Michele Westmaas, Financial Advisor with Thrivent and member of Academy of Special Needs Planners. Co-presenter providing an attorney/legal perspective, Michelle Gonzalez-Tyler, estate planning attorney, Heritage Wealth Solutions


CLE Credit Awarded: 1.0 MCLE Credit


Price: FREE program for DCBA members. You must be signed into your DCBA account to receive FREE pricing. If you are not signed into your account, you will be charged $40.


$40 for non-members


Thank you to Arboretum Wealth & Trust Management, our presenting sponsor for the Estate Planning and Elder Law Sections.

St. Charles Pride Fest

-
@Mt. St. Mary Park, St. Charles, IL

Join me in celebrating Pride in St. Charles! 

Family-friendly, free entry, and open to all ages.

  • Live music
  • Giveaways
  • Crafts & activities
  • Karaoke
  • Food trucks
  • Vendor and resource tables


Your Personal Financial Workshop — Invite Your Circle

Your Personal Financial Workshop — Invite Your Circle

In-person (within 1 hr of Downers Grove, IL) or Virtual (Zoom)
Location of Your Choice

email

102346

Register

An intimate, client-driven workshop designed for your community. You choose the date, provide a list of 10–20 guests, and I’ll bring the guidance (and the pizza).


Who Should Attend:

Adults who want practical, honest conversations about money — women in transition, parents, couples, friends, and families navigating disability or other life changes.


What You’ll Get:

A relaxed, educational experience featuring a Thrivent-approved workshop of your choice, interactive Q&A, and time to talk money in a supportive, judgment-free space. Snacks included; your guests are welcome to BYOB.


Group Size:

Minimum 5 confirmed attendees.


How to Book:

Contact me to coordinate scheduling and provide your guest list. I’ll send all email invitations and manage RSVPs.


Availability:

Offered once per month (or by appointment), in-person within one hour of Downers Grove or virtually.


Important Note:

These are Thrivent-approved educational workshops. No products will be sold during the sessions.

Estate Planning & Probate Law Program -- Planning for Loved Ones with Disabilities

Estate Planning & Probate Law Program -- Planning for Loved Ones with Disabilities

Virtual Workshop
Live webinar via Zoom - Instructions and a link will be provided by email in advance of the program.

link

104072

Register

Join us for a practical educational session designed to help families thoughtfully plan for the care, financial stability, and quality of life of loved ones with disabilities. Gain strategies for transition planning, and building a care team and support network.


What you will learn by attending the program:


How to protect eligibility for government benefits

Tools for financial planning: special needs trusts, ABLE accounts, life insurance

Legal considerations: guardianship, powers of attorney


No products will be sold. Thrivent and its financial advisors and professionals do not provide legal, accounting, or tax advice. Consult your attorney or tax professional. 8869915.1


Speakers: Presenter, Michele Westmaas, Financial Advisor with Thrivent and member of Academy of Special Needs Planners. Co-presenter providing an attorney/legal perspective, Michelle Gonzalez-Tyler, estate planning attorney, Heritage Wealth Solutions


CLE Credit Awarded: 1.0 MCLE Credit


Price: FREE program for DCBA members. You must be signed into your DCBA account to receive FREE pricing. If you are not signed into your account, you will be charged $40.


$40 for non-members


Thank you to Arboretum Wealth & Trust Management, our presenting sponsor for the Estate Planning and Elder Law Sections.

St. Charles Pride Fest

St. Charles Pride Fest

@Mt. St. Mary Park, St. Charles, IL

104137

Join me in celebrating Pride in St. Charles! 

Family-friendly, free entry, and open to all ages.

  • Live music
  • Giveaways
  • Crafts & activities
  • Karaoke
  • Food trucks
  • Vendor and resource tables


No products will be sold.

Licensing is available through your State Insurance Department’s website, which can be located through the National Association of Insurance Commissioners website.

Thrivent and its financial advisors and professionals do not provide legal, accounting or tax advice. Consult your attorney or tax professional.

Thrivent financial advisors and professionals have general knowledge of the Social Security tenets. For complete details on your situation, contact the Social Security Administration.

Thrivent provides advice and guidance through its Financial Planning Framework that generally includes a review and analysis of a client’s financial situation. A client may choose to further their planning engagement with Thrivent through its Dedicated Planning Services (an investment advisory service) that results in written recommendations for a fee.

Thrivent is the marketing name for Thrivent Financial for Lutherans. Insurance products issued by Thrivent. Not available in all states. Securities and investment advisory services offered through Thrivent Investment Management Inc., a registered investment adviser, member FINRA and SIPC, and a subsidiary of Thrivent. Licensed agent/producer of Thrivent. Registered representative of Thrivent Investment Management, Inc. thrivent.com/privacy-and-security/disclosures.

Insurance products, securities and investment advisory services are provided by appropriately appointed and licensed financial advisors and professionals. Only individuals who are financial advisors are credentialed to provide investment advisory services. Visit Thrivent.com or FINRA’s Broker Check for more information about our financial advisors.

Designations

For additional information on professional designations and the requirements to earn them, visit https://www.thrivent.com/designations

Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.

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