2026 April-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:

"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.

Choose from either Wednesday April 29th OR Thursday April 30th.

REGISTRATION OPEN

at Cooper’s Hawk
6731 Dempster St, Morton Grove, IL 60053
Check in at 5:45pm

The event and meal are provided at no charge.

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
Factors 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

You can join us on either Wednesday, April 29th or Thursday, April 30th (Registration Only)
at Cooper’s Hawk

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

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.

This event is for educational purposes only and is not intended to provide specific investment, tax, or legal advice. Investing involves risk, including the possible loss of principal. Past performance does not guarantee future results. References to active or passive investment approaches describe general investment styles only; no investment approach ensures a profit or protects against loss in declining markets. The event and meal are provided at no charge and are not intended as an inducement to attend or engage in advisory services. Guests are welcome to register directly. Attendance by guests does not constitute a referral or endorsement, and no compensation is provided for guest participation. Cooper’s Hawk Winery and Restaurant is not affiliated with MTD Wealth Management and does not endorse or sponsor this event. If you prefer not to receive future event invitations, you may unsubscribe at any time by reaching out to our office at (312) 550-3191.