2026 March-AUM-2026 - MTD Financial

Are you interested in learning more about different investment approaches and how they may respond to changing market conditions?

Join us for our upcoming dinner seminar event:

"Navigating the Markets: AN EDUCATIONAL LOOK AT INVESTMENT APPROACHES"

During this session, we’ll discuss active management as one of several investment styles and provide perspective on how various approaches may be used within a diversified portfolio.

We look forward to an informative evening of conversation and dinner at Morton’s.

Happening Thursday, March 26th

REGISTRATION OPEN

at Morton’s Steakhouse
65 E Wacker Place,
Chicago, IL 60601
Check in at 5:45pm

We’ll discuss:

Exploring approaches to retirement income

General approaches to generating income in retirement
Ways to think about risk and reward when planning for the long term
Considrations for coordinating different income sources in retirement
Questions investors may want to consider when reviewing their financial strategy
Key factors that can influence retirement income planning

Understanding active and Passive investment approaches

The difference between active and passive investment styles
How various investment approaches may respond to changing market conditions
Factiors that can influence how investments behave over time
Considerations for evaluating different investment approaches in a retirement plan

Understanding risk in retirement planning

Different types of risk investors may encounter
How to think about the relationship between risk and potential return
General approaches investors use to manage risk within a diversified portfolio
Considerations for aligning investment choices with long-term planning needs
Additional factors that can influence retirement income planning

Happening Thursday, March 26th (Registration Only)
at Morton’s Steakhouse

join us for a complimentary gourmet meal:

Contact Info

Our Services

Our Company

We serve the greater Chicago area

Sycamore • St. Charles • Schaumburg • Skokie • Westchester
Elgin • Elk Grove • Glenview • Northbrook • and more

Our Office

4190 Euclid Avenue • Rolling Meadows, IL 60008

Satellite Offices

St. Charles

100 Illinois St.
Suite 200 (Regus)
St. Charles, IL 60174

Skokie

5250 Old Orchard Rd.
Suite 300 (Regus)
Skokie, IL 60077

Westchester

1 Westbrook Corporate Center
Suite 300 (Regus)
Westchester, IL 60154

*Backed by the claims paying ability of the carrier.
**Fixed Index Annuity products can provide a reasonable rate of return over time.

By contacting Mary T Deutsch IL Insurance License #17294050 or MTD Financial, Inc. IL Insurance License #3000098844 you may be offered information regarding the purchase of insurance products, including fixed index annuities and life. No products will be sold at the event and there is no obligation to make a follow-up appointment. Mary T Deutsch, also an Investment Advisory Representative, offers advisory services as MTD Wealth Management, which operates through Gibbs Wealth Management (GWM), an SEC-registered investment adviser. Insurance products and services are not offered through GWM but are offered and sold independently by Mary T Deutsch with MTD Financial, Inc.