Wednesday, July 15, 2020 @ 10:30 AM
There’s no better time than now to invest in yourself! Don’t let a day-to-day mindset prevent you from preparing for the years to come. Learn about the smart choices that can help set you up for a stress-free future
We are thrilled to host an informational event to help with smart planning. Industry experts will share insights into the importance of Lifecare, the stock market and your investments, today’s real estate market, and the benefits of retirement community living today and tomorrow.
Didn’t catch our webinar? Watch it here!
Don’t miss out on hearing from our industry experts.
Dan Churchill, CFO, The Admiral at the Lake
Having served as a Senior Manager at Frost, Ruttenberg & Rothblatt, P.C., Dan has more than 9 years of experience as a financial statement auditor for not-for-profit organizations. Dan has overseen audits for large Chicago-based senior living communities.
Luis Arguello Jr., Portfolio Manager, Northern Trust Corp.
Luis is a Portfolio Manager within Northern Trust’s Foundation & Institutional Advisors (FIA) practice. He supports non-profit and institutional clients with the development of a customized investment program solution that meets their needs. Luis offers new investment concepts and ideas.
Steve Johnson, Managing Director, Ziegler
Steve has senior managed over 80 public debt offerings – raising more than $4 billion through a variety of diverse capital structures. His focus is advising not-for-profit providers on growth through strategic initiatives including affiliations, mergers and joint ventures.