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Discover Smart Moves To Turn Your Vision Into Reality 

#1 Discover What Matters Most

What's Your ROR
(Return On Retirement)

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#2 Document and Discuss Your Plan

Planning in your working years is a lot different than planning in your non-working years.  

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#3 Monitor and Coach Your Journey 

How can you plan your retirement journey when you don't know how long it'll last?  How can a guide help?

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An Investment in Knowledge Pays the Best Interest

Association of Illinois CPAs
Financial Survival In Retirement®

Guest Speakers, Messrs. Dean Zayed and Antonio Lugo
The New Charitable Impact from the Tax Cuts and Jobs Act (TCJA) 

Wednesday (October 24, 2018)
8:00 - 10:00 AM 
Illinois CPA Society
550 W. Jackson Blvd, Suite 900
Chicago, IL 60606
Cost: $20.00
(312) 893-5466
Register by email: [email protected]

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City Colleges of Chicago: 
Adult Continuing Education 
2-Part Class on 
Financial Survival In Retirement®

Lecturer, Mr. Antonio Lugo

Consecutive Saturdays
(November 10 & 17, 2018)

9:30 - 11:30 AM
Wright College - Humboldt Park 
1645 N. California
Bldg H - Rm 125
Chicago, IL 
(773) 777-7900 
Course Registration Required

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Special Presentation to the
Service Employee International Union (SEIU) on  
"Optimizing Social Security benefits along with a Public Pension" Midwest Regional Conference 
Guest Speaker, Mr. Antonio Lugo 

Saturday, August 18, 2018
11:00 - 11:45 AM 
Hyatt Regency
Indianapolis, Indiana

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