Posts Tagged ‘finance’

Discover the Mills Investment Club

The Mills Investment Club teaches people about financial investing in a fun, easy way at the Oak Park Arms retirement communityVisitors are welcome at the next meeting of the Mills Investment Club at 1 p.m. Tuesday, June 4, at the Oak Park Arms, 408 S. Oak Park Ave. New members are always welcome to join or visit.

For more than 30 years the investment club has come together to learn how to follow economic trends and use that information to expand its portfolio. With guidance from club President Pat Koko, club members jointly purchase stocks and make decisions as a group.

The club provides a fun and easy way to learn about investing by combining camaraderie, education, buying power and confidence.

“Our year-to-date is 9.7 percent right now which puts us ahead of the Dow,” Koko said. “We’ve got a variety of stocks, and we’re doing really well.”

To make the best financial choices, a special presentation is given by a different group member each month. In addition, each member is in charge of following one stock throughout the month and presenting a report of the stock’s activity.

There are currently 15 club members. To formally join, attendance to at least three meetings is required, and the final decision is voted on by the group. However, anyone can attend as often as they like without becoming a member.

The Oak Park Arms is a rental retirement community which provides independent and assisted living apartments and a full schedule of activities and services. Furnished apartments are also available for a short-term stay – a weekend, a week, a month or longer.

The event is free and open to the public. Call Jill Wagner at 708-386-4040.

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Famously Bad Estate Planning

Jim Flanagan presents "Famously Bad Estate Planning" at the Oak Park Arms retirement community. Jim Flanagan of Bentron Financial will present a seminar titled “Famously Bad Estate Planning” at 8:30 a.m. Friday, May 17, at the Oak Park Arms retirement community, 408 S. Oak Park Ave.

Flanagan will share humorous, bizarre and unfortunate stories of missing wills, poor documentation and disorder from celebrities including Sonny Bono, Princess Diana, Florence “Flo Jo” Griffith Joyner, Leona Helmsley, Davey Jones and Doris Duke.

In addition, the basics of a last will and testament, differences between a will and a trust, power of attorney, proper planning and ownership will be discussed and explained.

Building on his 15 years in the financial services field, Flanagan formed Bentron Financial Group, LLC in 2001. It specializes in comprehensive, fee-based planning for corporate executives, business owners and retirees.

Flanagan founded the Celebrating Seniors Coalition in 2010, a not-for-profit organization dedicated to serving older adults in Forest Park, Oak Park and River Forest.

“I have honed my knowledge of risk management, financial planning and succession planning,” he said, “and I’m dedicated to serving people at or near retirement.”

In 2007, Flanagan received a master’s degree in business administration from Dominican University’s Brennan School of Business with a concentration in finance.

The Oak Park Arms is a rental retirement community which provides independent and assisted living apartments and a full schedule of activities and services. Furnished apartments are also available for a short-term stay – a weekend, a week, a month or longer.

The event is free and open to the public. And it’s not called “Breakfast with the Docs” for nothing: participants who attend will also be served a healthy breakfast.

For more information, or to reserve a seat, call Jill Wagner at 708-386-4040.

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Discover the Mills Investment Club

The Mills Investment Club teaches people about financial investing in a fun, easy way at the Oak Park Arms retirement communityVisitors are welcome at the next meeting of the Mills Investment Club at 1 p.m. Tuesday, April 2, at the Oak Park Arms, 408 S. Oak Park Ave. New members are always welcome to join or visit.

For more than 30 years the investment club has come together to learn how to follow economic trends and use that information to expand its portfolio. With guidance from club President Pat Koko, club members jointly purchase stocks and make decisions as a group.

The club provides a fun and easy way to learn about investing by combining camaraderie, education, buying power and confidence.

“Our year-to-date is 9.7 percent right now which puts us ahead of the Dow,” Koko said. “We’ve got a variety of stocks, and we’re doing really well.”

To make the best financial choices, a special presentation is given by a different group member each month. In addition, each member is in charge of following one stock throughout the month and presenting a report of the stock’s activity.

There are currently 15 members. To formally join, attendance to at least three meetings is required, and the final decision is voted on by the group. However, anyone can attend as often as they like without becoming a member.

The Oak Park Arms is a rental retirement community which provides independent and assisted living apartments and a full schedule of activities and services. Furnished apartments are also available for a short-term stay – a weekend, a week, a month or longer.

The event is free and open to the public. Call Jill Wagner at 708-386-4040.

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Discover the Mills Investment Club

The Mills Investment Club teaches people about financial investing in a fun, easy way at the Oak Park Arms retirement communityVisitors are welcome at the next meeting of the Mills Investment Club at 1 p.m. Tuesday, March 12, at the Oak Park Arms, 408 S. Oak Park Ave. New members are always welcome to join or visit.

For more than 30 years the investment club has come together to learn how to follow economic trends and use that information to expand its portfolio. With guidance from club President Pat Koko, club members jointly purchase stocks and make decisions as a group.

The club provides a fun and easy way to learn about investing by combining camaraderie, education, buying power and confidence.

“Our year-to-date is 9.7 percent right now which puts us ahead of the Dow,” Koko said. “We’ve got a variety of stocks, and we’re doing really well.”

To make the best financial choices, a special presentation is given by a different group member each month. In addition, each member is in charge of following one stock throughout the month and presenting a report of the stock’s activity.

There are currently 15 members. To formally join, attendance to at least three meetings is required, and the final decision is voted on by the group. However, anyone can attend as often as they like without becoming a member.

The Oak Park Arms is a rental retirement community which provides independent and assisted living apartments and a full schedule of activities and services. Furnished apartments are also available for a short-term stay – a weekend, a week, a month or longer.

The event is free and open to the public. Call Jill Wagner at 708-386-4040.

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Discover the Mills Investment Club

Mills Investment Club at the Oak Park Arms Retirement Community Visitors are welcome at the next meeting of the Mills Investment Club at 1 p.m. Tuesday, Oct. 2, at the Oak Park Arms, 408 S. Oak Park Ave. New members are always welcome to join or visit.

For more than 30 years the investment club has come together to learn how to follow economic trends and use that information to expand its portfolio. With guidance from Pat Koko, president, club members jointly purchase stocks and make decisions as a group on a month-to-month basis.

The club provides a fun, easy, way to learn about investing by combining camaraderie, education and buying power, and confidence.

“Our year-to-date is 9.7% right now, which puts us ahead of the Dow,” said Koko. “We’ve got a variety of stocks, and we’re doing really well.”

To make the best financial choices, a special presentation is given by a different group member each month. Topics are presenter’s choice and always range. Each member is also in charge of following one stock throughout the month and presenting the group with a report of the stock’s activity.

There are currently over 15 members. To formally join, attendance to at least 3 meetings is required and the final decision is voted on by the group, but anyone can come as often as they like without becoming a member.

The Oak Park Arms is a rental retirement community which provides independent and assisted living apartments and a full schedule of activities and services. Furnished apartments are also available for a short-term stay – a weekend, a week, a month or longer.

The event is free and open to the public. Call Jill Wagner at 708-386-4040.

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Mills Investment Club Meeting

Mills Investment Club Meeting at the Oak Park Arms Retirement CommunityVisitors are welcome at the next meeting of the Mills Investment Club at 1 p.m. Tuesday, Sept. 4, at the Oak Park Arms, 408 S. Oak Park Ave. New members are always welcome to join or visit.

The club group provides a fun, easy, way to learn about investing. Mills Investment Club combines camaraderie, education and buying power, and confidence.

The Oak Park Arms is a rental retirement community which provides independent and assisted living apartments and a full schedule of activities and services. Furnished apartments are also available for a short-term stay – a weekend, a week, a month or longer.

The event is free and open to the public. Call Jill Wagner at 708-386-4040.

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