Events Retirement and Investment Planning in Today’s Legislative Environment

12.11.19 8:00am - 10:30am
Chicago Yacht Club - Monroe Harbor - Commodore Room
400 E. Monroe St.
Chicago, IL 60603

Carlo Calma
Marketing & Business Development Manager

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Recent tax reforms have created key strategies you should consider that not only further reduces your tax burden, but also can enhance your investment income.

Join ORBA’s Frank Washelesky and ORBA Wealth Advisors’ James Petitpren, for a free educational breakfast seminar on how you can coordinate year-end tax planning with long-term tax and investment strategies. Discussion topics include:

  • Retirement planning strategies to consider under the new tax law;
  • Retirement planning changes under the pending SECURE Act;
  • Year-end tax planning under the new tax law;
  • Tax-aware investment strategies; and
  • 2020 Outlook.

Seats are limited; please register by Monday, Dec. 9.


8:00-8:30 a.m.

Registration, Networking and Breakfast

8:30-10:00 a.m.

Presentation by Frank Washelesky, David Bowman and James Petitpren

10:00-10:30 a.m.

Questions & Answers



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ORBA will gladly provide you with hard copies of the useful guides listed below. Select which guides you would like to receive and submit the form below.

  • Tax Pocket Guide
  • Tax Planning Guide
  • Records Retention Schedule
  • Auto, Travel & Business Log

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