Community Events
Wermer, Rogers, Doran and Ruzon, LLC spent the evening of October 29, 2016 dining and dancing at the Presence Saint Joseph Medical Center’s 23rd Annual Gala. The elegant evening was themed around Harvest Time in Napa Valley and honored Dan Stevenson, CFA and Mukund Komanduri, MD, with the 2016 Founders’ Awards. Thank you Mr. and Mrs. Andrew Cook for joining us at this wonderful event supporting the Emergency Department Renovation at Presence Saint Joseph Medical Center in Joliet. Enjoy viewing a couple of WRDR photos from the event by clicking the link below.
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Community Events
The Senior Services Center of Will County held it’s 26th Annual Gala on Friday, October 28, 2016 at the Jacob Henry Mansion in Joliet. This year’s gala encompassed a “Life’s a Beach” theme, featuring an exquisite dinner, live entertainment by SHiNDiG, a silent auction, and a live auction with Lynne Lichtenauer and WRDR’s Mary Lancaster and Natalie Manley as auctioneers. Founded in 1966, the Senior Services Center of Will County, a non-profit organization, has been dedicated to improving the independence and self-sufficiency of Will County’s aging population by offering a comprehensive range of programs designed to enhance the quality of life for seniors and their families. These programs include a care coordination unit, education, prevention, socialization and mobility. It is through donations and events such as the Annual Awards Gala that the Center can serve Will County’s seniors. Click the link below for a couple of snapshots of the event.
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Community Events
Members of WRDR recently attended the 27th annual Franciscan Autumn Feast that took place on Sunday October 23rd, 2016. The event took place at the historic Patrick C. Haley Mansion in Joliet to support the Sisters of St. Francis of Mary Immaculate. Over 500 non-perishable food items were donated by attendees and distributed to local food pantries in Joliet. WRDR congratulates the Sisters on their 27th annual event. We look forward to the 28th!
CPA Client Bulletins
The arrival of a newborn can be a joyous occasion. Even while emotions are at their peak, though, you shouldn’t neglect the practical aspects. Several steps should be taken to protect the family’s finances, and the sooner the better.
What’s Inside
- Financial Steps to Take After a Child Is Born
- Investing in Gold Can Be Taxing
- What Goes Into a Wellness Program?
- Tax Calendar
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CPA Client Bulletins
According to Morningstar, target-date funds (TDFs) attracted nearly $70 billion in 2015. Another research firm, Cerulli Associates, has predicted that 88% of new 401(k) contributions will go into TDFs by the end of 2019. As this market expands, new versions are appearing: the “custom” TDF has been labeled the fastest growing segment.
What’s Inside
- Customization Comes to Target-Date Funds
- Drawing Down Your Portfolio in Retirement
- Setting Paid-Time-Off Policies
- Tax Calendar
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