SMART Planning leads to SMART Solutions

CONNECT

Address:

125 South Wacker Drive Ste 300
Chicago, IL 60606

Phone:

(312) 893-5466

Fax/Other:

(312) 465-1394

About our Strictly Educational Sessions

The Federal Reserve Bank of Chicago will be hosting LIVE Webinar with Antonio Lugo on Thursday, May 11, 2017 from 12:00 - 12:30 PM CST
        

 
 


Below please find many of FREE Strictly Educational Workshops hosted by many recognized institutions and community organizations in your local area.

Or let us know and we can have one of our speakers lead a private or public educational session for you.  


 

 
 

Understand the Potential Impact of Taxes on Your Retirement Income

Given it's tax season, it's a great opportunity to be "forward thinking" when it comes to paying taxes.  Our educational session will help you recognize unnecessary tax losses more retirees aren't aware of and how it can make a difference in making your money last longer that you.  

Here's a sample visual tool that would surprise most people
 

 

When? May 16, 2017, 6:00 - 7:00 PM CST

Where?  Wacker Drive Executive Suites, 125 S. Wacker Drive, 3rd floor, Chicago, IL 60606

Speaker: Mr. Antonio Lugo III, MBA, President, Smart Wealth Strategies, Inc. 






 

 

Learn Why 90% of Americans fail in Maximizing their Social Security Benefits?  

Did you know there's over 567 variations in maximizing social security benefits?  Do you know how your social security is calculated and  how does it become  taxable? Take this opportunity to get more educated and learn about all your options so that you and your family can plan a more secure and predictable financial future.  






 

 

When? May 18, 2017 Thursday from 6:00 - 7:00 PM

Where? City of Chicago First Ward Office, 2750 W. North Ave. Chicago, IL 60647, 312-893-5466

Event Sponsors  First Ward Office

Mr. Antonio Lugo III, MBA, NSSA® 
President, Smart Wealth Strategies, Inc.



 

 

When? May 23, 2017 Tuesday from 6:00 - 7:00 PM

Where?  City of Chicago First Ward Office, 2750 W. North Ave. Chicago, IL 60647, 312-893-5466


Event Sponsors  First Ward Office

Speaker:
Mr. Antonio Lugo III, MBA, NSSA
® 
President, Smart Wealth Strategies, Inc.

Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck