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About This Webinar
Join us in our FREE online presentation and take the guesswork out of some of the most critical decisions affecting your Estate.

Have you considered the consequences of not having a proper estate plan in place?

In a world where suddenly there is so much more uncertainty, instability, and risk, how we think about retirement and estate planning may change.

Don't let your loved ones face unnecessary challenges and uncertainties during difficult times.

Come and learn more at this group presentation, hosted by retirement specialists Michael and Connor Stewart.
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Michael Stewart
Financial Planner & Fiduciary
Michael Stewart has been in the suburban Chicago area for most of his 50-plus years. He has been in the financial services industry for over 20 years. His experience includes eight years working in the Private Banking and Wealth Management divisions of two of Chicago’s largest banks, overseeing assets in excess of $200 million in McHenry County.

In 2008, Michael founded his own firm to independently serve the tax planning needs and more conservative financial planning needs of his clients who are in or near retirement. The strategies Michael employs are designed to help reduce a client’s market risk by using income-generating investments that help minimize drawdowns and generate steady returns. The philosophy is that if you can avoid a large loss, you don’t have to take a lot of risk to be successful over time.

In addition, Michael is a well-established speaker, author of the book “Retirement Success Blueprint: How to Build the Retirement You Deserve” and co-author of “Purpose Based Investing: 9 Lessons to Rescue Your Retirement From Wall Street”. Michael hosts a weekly weekend radio show both on AM560 in Chicago and 1310WIBA in Madison called “Retirement Success Blueprint” and a podcast by the same name. He lives in McHenry with Karen, his wife of nearly 30 years, and their three children, Connor, Patrick and Olivia.
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Connor Stewart
Financial Advisor & Fiduciary
Connor Stewart joined Crystal Lake Tax & Financial after graduating with a Bachelor of Science in Management from the University of Iowa. Over the years, he has worked within the firm in the tax department as a Para-Planner, and now as a Financial Advisor.

Connor assists clients with more conservative financial planning, tax mitigation, and estate planning. His favorite part of working with Crystal Lake Tax & Financial is being able to help people navigate through all aspects of retirement. Connor lives vicariously through his clients as they are able to live the retirement that they envisioned.

Outside of the office, Connor is an avid sports fan who enjoys working out, spending time with his family, and adding to his sports card collection.
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