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BDF congratulates team member Matt Mikula for passing the CDFATM (certified divorce financial analyst).
BDF congratulates team members Chad Carlson and Matt Reznik for passing the CFA Level III exam.
The Women's Service Team is hosting "Wise Women: Spotlight Stations" - clients sharing ideas on the unique needs of women -
September 9.
Mark Balasa will participate on an advisory panel discussing tax issues of exchange traded funds (ETFs) at Morningstar's First Annual Investment Conference in Chicago - September 17.  
The Business Owners Service Team is hosting "Business Owners Boot Camp" - a seminar discussing challenges of business owners -
October 7.
Our office closes on Fridays at 1:00 p.m. between Memorial Day and Labor Day to celebrate summer with our families.
 
  
For more, see "News & Insights"  

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