Upcoming Stenger Family Office Events
2025 Investor Day | Stenger Family Office
Registration: Will be available soon
Stenger Family Office is pleased to present our most anticipated event of the year, 2025 Investor Day. This year’s investor day will start on Thursday, November 7th and end on Friday, November 8th, 2024 in Downtown Naperville, IL. Guest are invited to attend the entire conference or on an a-la-carte basis.
This Year’s Guest Speakers:
Dr. Ed Yardeni - President, Yardeni Research
Dr. Ed Yardeni is the President of Yardeni Research, Inc., a provider of independent global investment strategy research. In his publications, Dr. Yardeni explores trends in the economy and financial markets which are vital to a broad spectrum of investment decision makers. Dr. Yardeni previously served as Chief Investment Strategist for Oak Associates, as Chief Investment Strategist and a Managing Director of Prudential Equity Group, as Chief Investment Strategist for Deutsche Bank, and Chief Economist for C.J. Lawrence, Prudential Securities, and E.F. Hutton. He taught at Columbia University’s Graduate School of Business and was an economist with the Federal Reserve Bank of New York. He also held positions at the Federal Reserve Board of Governors and the U.S. Treasury Department in Washington, D.C. Dr. Yardeni completed his doctoral dissertation under Professor James Tobin, a Nobel Laureate, at Yale University. Previously, he received a Masters degree in International Relations from Yale. He completed his undergraduate studies magna cum laude at Cornell University. Dr. Yardeni has published articles in The Wall Street Journal, The Financial Times, The New York Times, and Barron's. He has appeared on numerous television and radio business and financial programs. Many of the world’s top institutional investors subscribe to Dr. Yardeni’s investment strategy service, which is available at www.yardeni.com.
Andrew Opdyke, CFA - Economist, First Trust Portfolios
Andrew is an Economist and a member of the First Trust Economics Team that Bloomberg has ranked as one of the top forecasters of the U.S. economy over the past several years. At First Trust, Andrew is responsible for analyzing economic indicators, writing economic commentaries and producing articles on the First Trust Economics Blog. Out of a panel of over 100 economists, investment strategists, and housing market analysts, the First Trust Economics Team was awarded the “Crystal Ball Award” by Zillow® in partnership with Pulsenomics in 2012, 2013, 2014, and again most recently in 2015 for accurate home price predictions. Cogent’s 2017 Survey of Advisors rated First Trust’s thought leadership material as number one for most read and most shared by advisors with colleagues or clients.* Andrew received an MBA from Northwestern University’s Kellogg Graduate School of Management and a BA in Business and Economics from Hope College. He holds the Chartered Financial Analyst (CFA) designation and is a member of the CFA Institute and the CFA Society of Chicago.
Stenger Family Office is a fiduciary wealth management firm with offices in Spring, TX and Naperville, IL. Since 1981, the Stenger family has advised over 300 families from ExxonMobil across the country during and leading up to retirement. As a multi-family office, we also offer in-house tax preparation and estate planning strategies.
Event Agenda:
Thursday, November 7th, 2024
5:30pm-9:30pm - Guests arrive at hotel, cocktail reception @Naper Settlement’s Innovation Gateway
Friday, November 8th, 2024
8:00am-8:45am - Breakfast @Hotel Indigo, Naperville
9:00am-2:00pm - Presentations
11:30-12:30pm - Lunch @Hotel Indigo, Naperville
2:00pm - Closing Remarks
Stenger Family Office can assist with the following:
- Retirement planning
- Lump sum vs. annuity analysis
- Voya 401(K) rebalancing & investment strategy
- Restricted Stock Units (RSUs)
- Net Unrealized Appreciation analysis (NUA)
- Roth IRA conversions
- Tax planning & preparation
- Estate planning: including wills & trusts
- Education planning
Stenger Family Office is a Registered Investment Advisor (RIA) firm, regulated by the SEC. This webinar should not be construed as individual investment advice. Individuals should consult with their own personal financial advisor before making any changes to their financial plans. Stenger Family Office is not a tax advisor. All tax advice is rendered through Stenger Tax Advisory, LLC, a licensed Illinois accounting firm. Stenger Family Office does not provide legal advice. Stenger Family Office financial advisors refer clients to Legacy & Life Law Firm, an Illinois licensed attorney. Stenger Family Office and its representatives do not receive compensation from Legacy & Life Law Firm.
Stenger Family Office LLC
Headquarters
400 E. Diehl Road, Suite 550
Naperville, IL 60563
Phone: (630) 912-8431
XOM Under $100 - Where is the Stock Headed Next? | Live Webinar
Register here: https://zoom.us/webinar/register/WN_fUoK4vO6RBmglUNiWcy6cw#/registration
With ExxonMobil stock (XOM) now trading under $100 per share, as of January 9th, 2024, many of our clients are asking what to do with the stock.
On this live webinar featuring Stenger Family Office CEO & Financial Advisor, Nick Stenger, we'll cover the major reasons why XOM is down from all time highs, where the stock could be headed over the long run, and a few guidelines on when to buy or sell.
Stenger Family Office is a fiduciary wealth management firm with offices in Spring, TX and Naperville, IL. Since 1981, the Stenger family has advised over 300 families from ExxonMobil across the country during and leading up to retirement. As a multi-family office, we also offer in-house tax preparation and estate planning strategies.
Stenger Family Office can assist with the following:
- ExxonMobil retirement planning
- Lump sum vs. annuity analysis
- Voya 401(K) rebalancing & investment strategy
- Restricted Stock Units (RSUs)
- Net Unrealized Appreciation analysis (NUA)
- Roth IRA conversions
- Tax planning & preparation
- Estate planning: including wills & trusts
- Education planning
Stenger Family Office is a Registered Investment Advisor (RIA) firm, regulated by the SEC. This webinar should not be construed as individual investment advice. Individuals should consult with their own personal financial advisor before making any changes to their financial plans. Stenger Family Office is not a tax advisor. All tax advice is rendered through Stenger Tax Advisory, LLC, a licensed Illinois accounting firm. Stenger Family Office does not provide legal advice. Stenger Family Office financial advisors refer clients to Legacy & Life Law Firm, an Illinois licensed attorney. Stenger Family Office and its representatives do not receive compensation from Legacy & Life Law Firm.
Stenger Family Office LLC
Headquarters
400 E. Diehl Road, Suite 550
Naperville, IL 60563
Phone: (630) 912-8431
2024 Investor Day - Naperville, IL
Stenger Family Office is proud to announce 2024 Investor Day will be hosted live and virtually on Wednesday, November 15th, 2023 from 3pm to 7pm in Naperville, IL.
About Nick Stenger:
Nick Stenger is CEO, founder, and financial advisor at Stenger Family Office.
About Stenger Family Office:
Stenger Family Office is a fully independent, fiduciary wealth management firm based out of Naperville, IL. Stenger Family Office provides financial planning, portfolio management, tax planning and preparation, insurance and estate planning strategies to investors with as little as $1,000 to invest.
Retirement 101 - Basics of Financial Planning, Taxes and Estate Planning
Join Stenger Family Office on Wednesday, September 27th, 2023 from 6:30pm-8:30pm at our Naperville office for an education presentation called Retirement 101.
Event location:
Stenger Family Office Headquarters
400 E. Diehl Road, Suite 550
Naperville, IL 60563
Phone: (630) 912-8431
During the presentation we will cover the following topics: Retirement Planning, Tax Strategy, and Estate Planning Basics.
You will learn the following:
- How to create a retirement income plan
- Reducing risk in your investment portfolio
- The basics of Social Security & Medicare
- Tax strategies that pre-retirees and retirees can use
- How Required Minimum Distributions (RMDs) work
- Basics of estate planning including wills and trusts
Stenger Family Office Speakers:
- Nick Stenger, CEO & Financial Advisor
- Bond Roth, President & Financial Advisor
- Chris Jordan, CPA, MST, Head of Tax
- Brandon Ayers, JD, Attorney, Legacy & Life Law Firm
Stenger Family Office is a fiduciary registered investment advisor (RIA) firm based in Naperville, IL. Since 1981, the Stenger family has provided customized financial advice to thousands of families across the United States. Stenger Family Office offers financial planning, investment management, tax preparation, and estate planning strategies.
Stenger Family Office is not a law firm. All legal services are provided through a licensed Illinois law firm, Legacy & Life Law.
BP Fidelity 401(k) - Rebalancing During Volatility
This event is offered exclusively for BP employees - Stenger Family Office President & Financial Advisor, Bond Roth, will give an updated market outlook for 2023 and general overview of how our financial advisors are helping BP families rebalance their Fidelity 401(K)s amidst market volatility.
Since 1981, the Stenger family has provided custom financial planning and investment advice to over 300 oil & gas employees including BP.
Stenger Family Office offers the following services:
Comprehensive financial planning
Customized investment portfolios
Tax planning & preparation
Estate planning strategies
NUA analysis
RSUs
For more information please visit www.stengerfamilyoffice.com
Chevron Fidelity 401(k) - Rebalancing During Volatility
This event is offered exclusively for Chevron employees - Stenger Family Office President & Financial Advisor, Bond Roth, will give an updated market outlook for 2023 and general overview of how our financial advisors are helping Chevron families rebalance their Fidelity 401(K)s amidst market volatility.
Since 1981, the Stenger family has provided custom financial planning and investment advice to over 300 oil & gas employees including Chevron.
Stenger Family Office offers the following services:
Comprehensive financial planning
Customized investment portfolios
Tax planning & preparation
Estate planning strategies
NUA analysis
RSUs
For more information please visit www.stengerfamilyoffice.com
About Stenger Family Office:
Since 1981, the Stenger family has helped over 1,200 families across the United States prepare for and navigate their retirement journeys. Stenger Family Office is a fully independent, fiduciary wealth management firm based out of Naperville, IL. Stenger Family Office provides financial planning, portfolio management, tax planning and preparation, insurance and estate planning strategies to investors with as little as $1,000 to invest.
Retirement 101 - Live Webinar
In this webinar series entitled, "Retirement 101," senior financial advisor, Nick Stenger, will cover the following retirement topics:
Financial planning
Retirement income planning
Social Security
Medicare and other healthcare options
Long term care
Managing investment risk during retirement
Taxes during retirement
Basics of estate planning
About Nick Stenger:
Nick Stenger is CEO and a senior financial advisor with Stenger Family Office, a fiduciary, independent wealth management firm based in Naperville, IL.
About Stenger Family Office:
Since 1981, the Stenger family has helped over 1,200 families across the United States prepare for and navigate their retirement journeys. Stenger Family Office is a fully independent, fiduciary wealth management firm based out of Naperville, IL. Stenger Family Office provides financial planning, portfolio management, tax planning and preparation, insurance and estate planning strategies to investors with as little as $1,000 to invest.
Chevron Fidelity 401(k) - Rebalancing During Volatility
This event is offered exclusively for Chevron employees - Stenger Family Office CEO & Founder, Nick Stenger, will give an updated market outlook for 2023 and general overview of how our financial advisors are helping Chevron families rebalance their Fidelity 401(K)s amidst market volatility.
Since 1981, the Stenger family has provided custom financial planning and investment advice to over 300 oil & gas employees including Chevron.
Stenger Family Office offers the following services:
- Comprehensive financial planning
- Customized investment portfolios
- Tax planning & preparation
- Estate planning strategies
- NUA analysis
- RSUs
For more information please visit www.stengerfamilyoffice.com
About Nick Stenger:
Nick Stenger is CEO and a senior financial advisor with Stenger Family Office, a fiduciary, independent wealth management firm based in Naperville, IL.
About Stenger Family Office:
Since 1981, the Stenger family has helped over 1,200 families across the United States prepare for and navigate their retirement journeys. Stenger Family Office is a fully independent, fiduciary wealth management firm based out of Naperville, IL. Stenger Family Office provides financial planning, portfolio management, tax planning and preparation, insurance and estate planning strategies to investors with as little as $1,000 to invest.
ExxonMobil Voya 401(K) - Rebalancing During Volatility
This event is offered exclusively for ExxonMobil employees - Stenger Family Office CEO & Founder, Nick Stenger, will give an updated market outlook for 2023 and general overview of how our financial advisors are helping ExxonMobil families rebalance their Voya 401(K)s amidst market volatility.
Since 1981, the Stenger family has provided custom financial planning and investment advice to over 300 ExxonMobil families.
Stenger Family Office offers the following services:
- Comprehensive financial planning
- Customized investment portfolios
- Tax planning & preparation
- Estate planning strategies
- NUA analysis
- RSUs
For more information please visit www.stengerfamilyoffice.com
About Nick Stenger:
Nick Stenger is CEO and a senior financial advisor with Stenger Family Office, a fiduciary, independent wealth management firm based in Naperville, IL.
About Stenger Family Office:
Since 1981, the Stenger family has helped over 1,200 families across the United States prepare for and navigate their retirement journeys. Stenger Family Office is a fully independent, fiduciary wealth management firm based out of Naperville, IL. Stenger Family Office provides financial planning, portfolio management, tax planning and preparation, insurance and estate planning strategies to investors with as little as $1,000 to invest.
Retirement 101 - Live Webinar
In this webinar series entitled, "Retirement 101," senior financial advisor, Nick Stenger, will cover the following retirement topics:
Financial planning
Retirement income planning
Social Security
Medicare and other healthcare options
Long term care
Managing investment risk during retirement
Taxes during retirement
Basics of estate planning
About Nick Stenger:
Nick Stenger is CEO and a senior financial advisor with Stenger Family Office, a fiduciary, independent wealth management firm based in Naperville, IL.
About Stenger Family Office:
Since 1981, the Stenger family has helped over 1,200 families across the United States prepare for and navigate their retirement journeys. Stenger Family Office is a fully independent, fiduciary wealth management firm based out of Naperville, IL. Stenger Family Office provides financial planning, portfolio management, tax planning and preparation, insurance and estate planning strategies to investors with as little as $1,000 to invest.
Wealth Insights Forum - The Woodlands, TX
Stenger Family Office is proud to announce the 2023 Wealth Insights Forum tour beginning in The Woodlands, TX on Tuesday, April 18th, 2023 at 6:30pm CT.
The reception will begin at 6:00pm and dinner will be served around 6:30pm along with a presentation from Stenger Family Office CEO and Financial Advisor, Nick Stenger.
About Nick Stenger:
Nick Stenger is CEO, founder, and financial advisor at Stenger Family Office.
About Stenger Family Office:
Stenger Family Office is a fully independent, fiduciary wealth management firm based out of Naperville, IL. Stenger Family Office provides financial planning, portfolio management, tax planning and preparation, insurance and estate planning strategies to investors with as little as $1,000 to invest.
Wealth Insights Forum - Oak Brook, IL
Stenger Family Office is proud to announce the 2023 Wealth Insights Forum tour beginning in Oak Brook, IL on Wednesday, April 12th, 2023 at 6:30pm CT.
The reception will begin at 6:00pm and dinner will be served around 6:30pm along with a presentation from Stenger Family Office CEO and Financial Advisor, Nick Stenger.
Nick will host a fireside chat style interview with guest speaker Christopher Volk, the former CEO of Store Capital, a leading provider of corporate net lease real estate.
About Chris Volk:
Christopher Volk, author of THE VALUE EQUATION, has been instrumental in leading and publicly listing three successful companies, two of which he co-founded. The most recent of these is STORE Capital (NYSE: “STOR”) where he served as founding chief executive officer, and then as executive chairman. Volk began writing about corporate finance early in his career, devising the Value Equation concept, which garnered an award upon its 1999 introduction. He eventually created an award-winning video series on the topic while at STORE Capital. A 2019 regional winner of EYs’ Entrepreneur of the Year award, Volk is a frequent university lecturer and serves on multiple non-profit boards. He resides in Paradise Valley, Arizona, and Huntsville, Alabama.
About Nick Stenger:
Nick Stenger is CEO, founder, and financial advisor at Stenger Family Office.
About Stenger Family Office:
Stenger Family Office is a fully independent, fiduciary wealth management firm based out of Naperville, IL. Stenger Family Office provides financial planning, portfolio management, tax planning and preparation, insurance and estate planning strategies to investors with as little as $1,000 to invest.