Calendar

Meetings

Meetings are held from 12:30 - 1:30 PM, generally on the 2nd Friday of each month.

Unprograms

Two Unprograms are generally scheduled in the Spring and Fall annually.

    • Monday, May 23, 2022
    • 12:30 PM - 1:30 PM
    • Zoom
    Register

    The May 23, 2022, meeting will include a presentation by Timothy Fee on the topic "Social Security: Seven Keys to Enhancing Benefits". Anticipated for 1 CLE general credit. 


    Regional Vice President, Retirement Consultant Timothy Fee of Allianz Life Financial Services, LLC will speak on how managing your Social Security benefit is part of your retirement income process. Highlights will include educating on benefit basics, when it is most beneficial to start benefits while coordinating with retirement, as well as touching upon Medicare basics.


    Planning for retirement today is different than it used to be. Tim, with more than 20 years of financial services industry experience, guides financial professionals in creating retirement strategies that help clients meet their long-term financial objectives in a variety of market conditions.

    Tim joined Allianz Life Financial Services, LLC in 2005, was awarded Wholesaler Rookie of the Year in 2011, and has since raised nearly $1 billion in Allianz annuity premium. Prior to joining Allianz Life Financial Services, LLC, he was a financial advisor with Morgan Stanley in Edina, MN. He began his career in the back office of American Express Financial Advisors in Minneapolis, MN. Variable annuities have played a major role throughout Tim's career as a financial professional.

    Tim received his BA in financial management from the University of North Dakota. He holds his Chartered Retirement Planning Counselor (CRPC) designation, along with his FINRA Series 7, 24, and 63 securities registrations, and his life and health insurance license.

    Tim currently lives in downtown Chicago with his family. When Tim is not with his family, you can most likely find him on a golf course, a hockey rink, or at any live sporting event.

    • Friday, June 10, 2022
    • 9:00 AM - 3:00 PM
    • Casa Italia, 1621 N 39th Ave, Stone Park, IL 60165
    Register

    Please join us at our Spring Illinois NAELA Unprogram, which will be held outdoors under a private pavilion at Casa Italia Festival Center, in Stone Park. Featuring a traditional Unprogram, the day will be comprised of presentations and three breakout sessions led by teams of moderators. While sessions may be moderated by IL NAELA members, the moderators will not present on the subject topics; rather, they will help facilitate discussion among the group. Four different topics we will be repeated over the course of the program to ensure that members will have an opportunity to attend sessions of their choice. We will also be offering an exciting opportunity to “speed-network” with our wonderful sponsors!

    In addition, we are excited to announce that Leonard Berg will be recognized with the Outstanding Emeritus Member Award. The Legislative Committee will also present awards to key legislators who have been supportive of IL NAELA. And, last but not least, after a two-year hiatus, we will also be presenting the Ron Runkle Award to one of our members. We hope you can join us for the presentation of these well-deserved awards.

    Casual attire is encouraged, so leave your suits at home and come join us on June 10!


Illinois Chapter
National Academy of Elder Law Attorneys, Inc.
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The National Academy of Elder Law Attorneys, Inc. (NAELA) was founded in 1987 as a professional association of attorneys who are dedicated to improving the quality of legal services provided to people as they age and people with special needs.
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