Events
Upcoming Events
More events are on the way! Check back soon for more information.
Past Events
March 4, 2026
4:30p - 6:00p
White Hawk Country Club
Business Owner Workshop "Transcend Through Transition"
Discussion topics include legacy and succession planning, business valuations, buy/sell agreements and tax mitigation strategies. Panelists: Carey Yukich - Author and Owner / Financial Planner (TrueWealth Advising Group) Attorney Mark Anderson - Corporate, Real Estate and Estate Planning Attorney (Anderson and Anderson, PC) Mark Machnic - CPA, CVA, CDFA, MAFF, CBEC, CVB, CTA Strategic Tax Planner and Exit Strategist for Business Longevity and Success Carey Yukich is securities licensed in IN, IL, HI, MI, NC,TN. TX, and WA. Carey Yukich is insurance licensed in IN, IL, KY, MI, TN, and TX. Carey Yukich is a Registered Representative and Investment Adviser Representative of and offers securities and investment advisory services solely through Equity Services, Inc., Member FINRA/SIPC, 1 N. Franklin Street, Suite 3450, Chicago, IL 60606 (312) 236-2500. TrueWealth Advising Group and all other persons and entities are independent of Equity Services, Inc. TC8698687(0126)
January 20, 2026
6:00p - 7:00p
Zoom Presentation https://us02web.zoom.us/j/86971829178
October 30, 2025
4:30p - 6:00p
White Hawk Country Club
October 16, 2024
3:30p - 4:30p
https://us02web.zoom.us/j/89410899201?pwd=dFNPaTRjbWdXQ29jVU5tNWk5OTFVUT09
WellBeing Workshop
Please Join Us for Our "Virtual" WellBeing and Intelligence Series on October 16th. Zoom Meeting Information: https://us02web.zoom.us/j/89410899201?pwd=dFNPaTRjbWdXQ29jVU5tNWk5OTFVUT09
August 27, 2024
4:30p - 6:00p
Sand Creek Country Club
February 20, 2020
11:30a - 1:30p
Gino's Steakhouse