Lakeshore Financial Group Chicago

06/18/2026

Who would make important decisions for you if you couldn't make them yourself?

It's a question many people don't think about until they have to. For many LGBTQ+ adults, the answer isn't always as simple as naming the person they trust most. Even with important legal protections in place, gaps in estate, healthcare, and financial planning documents can create challenges during already difficult situations.

The good news? A few key documents can help ensure your wishes are honored and the people you trust most have the authority to support you when it matters most.

As tedious as paperwork may seem, it's worth getting right. Take some time to review these 5 important documents: https://www.lsfgchi.com/blog/your-chosen-family-may-not-be-protected-5-documents-every-lgbtq-adult-sho

06/17/2026

Meet this month's Team Spotlight: Martha Chaman! 👏

For nearly 3 decades, Martha has been a familiar face and trusted resource for advisors across Lakeshore's offices.

As a New Business Associate, Martha has helped place more than 13,000 in-force policies and supported over 300 agents since joining the team. But if you ask anyone who has worked with her, they'll tell you her impact goes far beyond the numbers.

Whether it's answering questions, solving problems, or helping navigate a complicated process, Martha is often the first person people turn to for help.

When asked what she's enjoyed most about her career, Martha shared: "I enjoyed building working relationships with individuals at Lakeshore and the Home Office. Each person has contributed to my growth, making me not only a better coworker but also a better person."

Thank you, Martha, for 29 years of hard work, support, and always going above and beyond.💙

06/10/2026

June is giving us plenty of reasons to celebrate here at Lakeshore!

Congratulations to William Yasdick, Financial Advisor, Ryan Moratti, Managing Partner, and Jennifer Vinovich, Director of Marketing and Client Services at TrueWealth Advising Group, Inc., on 10 years, and to Michael Stone, Financial Advisor, on an incredible 40 years.

We’re grateful for the time, care, and commitment each of them has poured into their clients, teams, and communities over the years. Thank you! 👏

06/09/2026

Not long now until we tee it up at Harborside! ⛳️

On Monday, June 15, Lakeshore will be back at Birdies FORE Bounce to volunteer and golf to help raise money for Bounce Children’s Foundation.

If you’re looking for an excuse to golf on a Monday for an amazing cause, there’s still time to register: https://events.golfstatus.com/event/2026-birdies-fore-bounce-golf-outing/

06/04/2026

We're excited to welcome Alexander Chittaro to the firm! Alex is excited to begin his career in financial services and is looking forward to learning from his peers as he continues to grow his financial knowledge and develop as a professional. Alex’s goal is to help young professionals build strong financial habits early, establish trust-based relationships, and implement tax-efficient strategies to support their long-term goals. As someone who is outgoing, driven, and dependable, he’s excited to bring those qualities into the relationships he builds with clients.

Fun Fact: Alex played 3 varsity sports in high school: football 🏈, soccer ⚽️, and basketball🏀!

Read Alex's full bio: https://lnkd.in/gtM29wEw

06/03/2026

We’re answering some of the most common college planning questions we get because for most families, the hardest part isn’t finding one perfect solution— it’s knowing where to even start. 🎓

In reality, most families take a hybrid approach that balances savings, financial aid opportunities, scholarships, and other resources.

That's why understanding your options early can help make college planning feel a lot less overwhelming for you and your family.

06/01/2026

When Mark Joslyn was looking for a financial advisor, he wanted someone who understood his concerns without needing him to explain who he was first.

That experience stayed with him and helped shape Empowered+ Financial — a space built for the LGBTQIA+ community and beyond to feel seen, heard, and supported while navigating their financial future.

Based in Andersonville, a neighborhood Mark has called home for more than 20 years, this work is personal. It’s rooted in community, lived experience, and the belief that financial guidance should feel more accessible, more welcoming, and a lot more human. 🫂

This Pride Month, we’re proud to celebrate Mark, his mission, and the work Empowered+ is doing every day of the year. 🌈💛

Learn more here: https://www.empoweredplus.com/

05/28/2026

A big congratulations to Krystal Daniels, financial professional with our Chicago team, and Ellen Kirk, administrative assistant, on their work anniversaries! 🎉

We’re grateful for the impact they continue to make across Lakeshore and thankful to have them both as part of our team.

05/22/2026

Planning for the future can feel overwhelming, which is why conversations and resources like this matter so much. Join us next week to learn more about special needs trusts and planning ahead for your loved ones. 💙

Planning for your loved one’s future can feel overwhelming, but you do not have to navigate it alone. 💙Establishing a Special Needs Trust helps establish resources, stability, and support for your child's future - without compromising existing benefits.

This process also presents an opportunity to include Easterseals DuPage & Fox Valley as the remainder beneficiary of the trust. For Craig and Michele, this was an easy choice and a way to ensure lasting support for their daughter, and for Easterseals.

Learn more and join Lakeshore Financial Group Chicago with Donald T. Brown, ChFC, ChSNC, on Thursday, May 28, 2026, from 6:30 PM–7:30 PM for a helpful webinar covering:

• Protecting government benefits
• The basics of special needs trusts and ABLE accounts
• Writing a letter of intent

Hear more from Craig and register at: https://dfv.easterseals.com/explore-resources/resources-library/advice-facts/special-needs-trust

05/21/2026

We’re excited to be back on the course this June for our third year sponsoring and volunteering at Birdies FORE Bounce! ⛳️

This event is especially close to Lakeshore thanks to our own Michael Nicholas, CFA, who serves as Co-Chair, and we’re grateful to support a cause doing such meaningful work for children and families.

Join us for golf, contests, cocktails, dinner, and more — all supporting Bounce Children's Foundation mission to bridge the gap between hospital resources and the social-emotional support families need at home and in the community.

Whether you’d like to golf with us or donate to the cause, you can learn more here: https://bouncechildrensfoundation.org/birdiesforebounce/ 💛