Join Stenger Family Office on Wednesday, September 27th, 2023 from 6:30pm-8:30pm at our Naperville office for an education presentation called Retirement 101.

Event location:
Stenger Family Office Headquarters
400 E. Diehl Road, Suite 550
Naperville, IL 60563
Phone: (630) 912-8431

During the presentation we will cover the following topics: Retirement Planning, Tax Strategy, and Estate Planning Basics.

You will learn the following:
- How to create a retirement income plan
- Reducing risk in your investment portfolio
- The basics of Social Security & Medicare
- Tax strategies that pre-retirees and retirees can use
- How Required Minimum Distributions (RMDs) work
- Basics of estate planning including wills and trusts

Stenger Family Office Speakers:
- Nick Stenger, CEO & Financial Advisor
- Bond Roth, President & Financial Advisor
- Chris Jordan, CPA, MST, Head of Tax
- Brandon Ayers, JD, Attorney, Legacy & Life Law Firm

Stenger Family Office is a fiduciary registered investment advisor (RIA) firm based in Naperville, IL. Since 1981, the Stenger family has provided customized financial advice to thousands of families across the United States. Stenger Family Office offers financial planning, investment management, tax preparation, and estate planning strategies.

Stenger Family Office is not a law firm. All legal services are provided through a licensed Illinois law firm, Legacy & Life Law.