News and Events

NOVEMBER 12, 2019
Barry Kozak will present an in-person workshop on "Retirement On Your Terms" to any interested business owner or other individual preparing for retirement.

Please click here for information and to RSVP

NOVEMBER 13, 2019
Barry Kozak will present a webinar on “Retirement Planning Basics:
You do not need to be a U of C Alum to Understand the Right Questions to Ask!” for University of Chicago alums.

Please click here for information and to RSVP (if you are an alum of University of Chicago)

JANUARY 14, 2020
Barry Kozak will be a panelist on a program titled “The Next Generation: How Do They Get Your Client's Assets, and How DO They Retain You as Their Financial Services Professional?”

Please click here for information and to RSVP