TWG Wealth Planning Events

At TWG Wealth Planning, we treat our clients like family, which is why we make sure to have events throughout the year that appeal to everyone. From informative, financial-related events, to simply fun-filled family events, we love to invite our clients out for a great time. We even made sure to take our events virtual during 2020 when in-person events weren't possible. Check out our past events below and be sure to contact us if you're interested in joining the TWG family! 

Virtual Santa Meet & Greet- December 2020 

Christmas 2020 looked different for a number of reasons, but that doesn't mean we had to stop the holiday cheer! This virtual Santa Meet & Greet for kids gave them  a fully custom, one-on-one experience with Santa! 

2020 Masters Virtual Competition- November 2020

TWG Wealth Planning hosted a competition for the 2020 Masters where we guessed the order for the top 10 finalists at this year's Masters tournament. Each guess was awarded points based on the actual results, and the top 3 winners got prizes.

Halloween Spooktacular- October 2020

For 2020, we held a social-distanced, family-fun Halloween extravaganza! We celebrated with a kids costume parade, crafts, family photos, and food!


2020 Election Q&A- October 2020

The headlines around the 2020 election had everyone on edge and what the possible results would mean for their financial situation. We wanted to encourage clients to not be fearful, but informed by opening up a way for them to ask any questions they may have had regarding the election and what it could mean for the economy. 

Investing In The State of Illinois Webinar- August 2020

Living in the state of Illinois comes with its own set of challenges. From having one of the highest property tax and sales tax in the country, it is getting exponentially more expensive to live here and many people are choosing to retire elsewhere. This presentation was held as an interactive discussion for those who are nearing retirement or unsure about their retirement in Illinois.

Virtual Cooking Class- May 2020 & July 2020

To allow our clients to have a fun date night option while in quarantine, we offered a virtual cooking class with Michael Jordan's former chef, Iraj Fernando. We did one Cinco De Mayo theme and one Fourth of July theme to help bring some excitement back to those holidays.

2020 Virtual NFL Draft Contest- April 2020

TWG Wealth Planning hosted a competition for the 2020 NFL Draft where we had clients guess the order for the top 10 NFL drafts. Each guess was awarded points based on the actual results, and the top 3 winners got prizes.

Virtual Kids Concert- March & April 2020

Beloved Chicago children's performer Miss Jamie took the kids on an musical imagination journey to her “farm." There, they sang and danced to songs both familiar and new and they even learned a little something, too! This 30 minute concert was high-energy and enjoyed by kids ages 2-8.

Market Activity Q&A- March & April 2020

TWG Wealth Planning hosted a weekly lunchtime Q&A webinar every Wednesday to give clients the opportunity to ask any and all questions they had surrounding the economic situation that happened at the start of COVID-19. 

Women & Investing Networking Event- November 2019 & March 2020

We did an informal round table Q&A discussion around a variety of financial planning topic, allowing guests to ask any questions they had around important investment strategies tailored toward women. 


Breakfast With Santa- December 2019

We brought the holiday cheer by having an event where clients and their families could come and have breakfast and take the photos with Santa! 


TWG Annual Golf Open- July 2019

At our Annual Golf Open, we invited our clients to come out for a round of golf and lunch to follow at Seven Bridges Golf Club.


Family Movie Night: Toy Story 4

We wanted to show our clients appreciation by having a private showing of Toy Story 4 on its opening night! It was a great way to bring people of all ages together for a fun night out.