Getting Your Financial House In Order For 2019
Sponsored by The Carrington at Lincolnwood
Join fellow Chamber members and guests for networking opportunities at our business breakfast connections. This event will include time for informal networking, brief introductions, and round table discussions that can give you business leads and referrals.
Every individual (and business) has a financial foundation based off of four basic elements: Income, Expense, Assets, and Liabilities.
In this session we'll raise a few basic questions regarding each element which will allow participants to:
- Take a 'financial picture' of the present.
- Look at possible changes (both plus and minus).
- Develop scenarios to manage those changes.
We'll look at ideas for both individuals and businesses.
About the speaker: Brian Kearns, CPA
Brian Kearns is a Portfolio Manager and Financial Planner at Twombly Asset Management in Wilmette, IL, with 25 years of trading and portfolio management experience in international derivatives and equity markets.
Fifteen of those years were spent in England where at various times he was involved in the trading, brokering, and financial reporting for firms involved in the international financial and derivatives markets. Currently Brian involved in the local business community as the co-chair of the Financial Planning Forum at the Illinois CPA Society and as President of Professional Community Connections, a BNI business networking group based in Evanston, Illinois where he resides with his two boys (ages 13 and 15). He's also the Treasurer of the Benjamin Marshall Society and a member of the Society of Colonial Wars in the State of Illinois.