Upcoming Stenger Family Office Events

Filtering by: “ExxonMobil”

Retirement 101 - Live Webinar
Jun
21

Retirement 101 - Live Webinar

In this webinar series entitled, "Retirement 101," senior financial advisor, Nick Stenger, will cover the following retirement topics:

  1. Financial planning

  2. Retirement income planning

  3. Social Security

  4. Medicare and other healthcare options

  5. Long term care

  6. Managing investment risk during retirement

  7. Taxes during retirement

  8. Basics of estate planning

About Nick Stenger:

Nick Stenger is CEO and a senior financial advisor with Stenger Family Office, a fiduciary, independent wealth management firm based in Naperville, IL.

About Stenger Family Office:

Since 1981, the Stenger family has helped over 1,200 families across the United States prepare for and navigate their retirement journeys. Stenger Family Office is a fully independent, fiduciary wealth management firm based out of Naperville, IL. Stenger Family Office provides financial planning, portfolio management, tax planning and preparation, insurance and estate planning strategies to investors with as little as $1,000 to invest.

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ExxonMobil Voya 401(K) - Rebalancing During Volatility
Jun
6

ExxonMobil Voya 401(K) - Rebalancing During Volatility

This event is offered exclusively for ExxonMobil employees - Stenger Family Office CEO & Founder, Nick Stenger, will give an updated market outlook for 2023 and general overview of how our financial advisors are helping ExxonMobil families rebalance their Voya 401(K)s amidst market volatility.

Since 1981, the Stenger family has provided custom financial planning and investment advice to over 300 ExxonMobil families.

Stenger Family Office offers the following services:
- Comprehensive financial planning
- Customized investment portfolios
- Tax planning & preparation
- Estate planning strategies
- NUA analysis
- RSUs

For more information please visit www.stengerfamilyoffice.com

About Nick Stenger:

Nick Stenger is CEO and a senior financial advisor with Stenger Family Office, a fiduciary, independent wealth management firm based in Naperville, IL.

About Stenger Family Office:

Since 1981, the Stenger family has helped over 1,200 families across the United States prepare for and navigate their retirement journeys. Stenger Family Office is a fully independent, fiduciary wealth management firm based out of Naperville, IL. Stenger Family Office provides financial planning, portfolio management, tax planning and preparation, insurance and estate planning strategies to investors with as little as $1,000 to invest.

View Event →