Edward Jones-Financial Advisor: Chris Deacy

Edward Jones-Financial Advisor: Chris Deacy Edward Jones is a financial-services firm dedicated to serving the needs of individual investors.

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Ready or not? Preparing for the unexpected Life is full of surprises. A job loss, prolonged illness or the unexpected de...
04/25/2024

Ready or not? Preparing for the unexpected
Life is full of surprises. A job loss, prolonged illness or the unexpected death of a family member can have a big impact on your family and your financial situation. Last night I EDUCATED attendees on how to prepare for these unexpected events.

Last night I presented the results of an extensive thought and leadership study that Edward Jones and Age Wave recently ...
01/25/2024

Last night I presented the results of an extensive thought and leadership study that Edward Jones and Age Wave recently conducted. We discussed the Four Pillars of the New Retirement…Health, Family, Purpose and Finances in order to help prepare attendees for the next chapter of their lives.

One of our favorite events each year is our annual client holiday party. This event gives us the opportunity to show our...
12/08/2023

One of our favorite events each year is our annual client holiday party. This event gives us the opportunity to show our appreciation to our amazing clients. Many friendships have been formed amongst our clients at this event over the years. Happy Holidays to everyone!!!

Health Care & Your Retirement With open enrollment right around the corner, we presented to over 75 people this week on ...
10/12/2023

Health Care & Your Retirement
With open enrollment right around the corner, we presented to over 75 people this week on best practices for evaluating their Medicare coverage. Thanks to Anne McGuire Healthcare Pathfinder, LLCfor educating the group on how to help understand, manage and advocate for their insurance benefits. Also, a big THANK YOU to our friends at Franciscan Village for putting together a great lunch meeting yesterday.

Another great educational event last night!!! Our conversation focused on fixed income investments and how they can help...
09/14/2023

Another great educational event last night!!! Our conversation focused on fixed income investments and how they can help you achieve your financial goals.

Interested in attending one of my future events??? Email me at [email protected] and we’ll make sure you start receiving our invitations.

Down in Indianapolis at our Summer Regional Meeting this weekend. The meeting is focused on the new tools that we are im...
07/15/2023

Down in Indianapolis at our Summer Regional Meeting this weekend. The meeting is focused on the new tools that we are implementing to help better serve our clients. I also stopped by Salesforce, one of our technology partners, to learn more about how we can effectively use their solutions to better communicate with our clients.

Creating Your Estate Plan It’s a topic people tend to put off or ignore, but one of the most important things you can do...
05/17/2023

Creating Your Estate Plan
It’s a topic people tend to put off or ignore, but one of the most important things you can do is develop a sound plan for your estate.
Last night Theresa Dollinger Waldron Kuhn, Heap and Monson and I educated the group on wills, trusts, and ways to reduce estate taxes. This is our 7th year in a row that we’ve partnered together on this event. Always one of the longest Q&A sessions that we have all year!

**Longevity and the New Journey of Retirement**Last night I presented data from an extensive study that our firm conduct...
04/27/2023

**Longevity and the New Journey of Retirement**
Last night I presented data from an extensive study that our firm conducted with Age Wave, the nation’s foremost thought leader on issues relating to an aging population.
I educated the group on how to prepare for a rewarding, secure and purposeful new chapter of their lives.

Capacity crowd at my Fulfilling Retirement: Living Your Purpose educational event last night!!! Living a fulfilling reti...
03/30/2023

Capacity crowd at my Fulfilling Retirement: Living Your Purpose educational event last night!!! Living a fulfilling retirement is about more than money. I educated attendees on how purpose brings meaning to their lives, joy to their days and satisfaction in their choices. Is your advisor having these types of conversations with you? If not, message me and we can explore the value of purpose and how better defining it can lead to a more complete picture of what’s most important to you in retirement.

Standing Guard: Protect what you’ve worked for This week I educated attendees on ways to address key risks they may enco...
02/24/2023

Standing Guard: Protect what you’ve worked for
This week I educated attendees on ways to address key risks they may encounter and strategies to help them prepare for the unexpected.

Today I hosted an event to coach Edward Jones Financial Advisors on incorporating educational events into their practice...
02/08/2023

Today I hosted an event to coach Edward Jones Financial Advisors on incorporating educational events into their practices. Our firm is unique in that we operate as a partnership. Ted Jones (Edward Jones Sr.’s son) said years ago that “I don’t need partners to share the profits, I need partners to share the work.” As a firm partner I am committed to helping our clients and carry on our partnership spirit.

Last night I hosted my annual Social Security educational event. We discussed how Social Security fits into a retirement...
01/26/2023

Last night I hosted my annual Social Security educational event. We discussed how Social Security fits into a retirement income plan, when to start taking benefits and taxation of benefits.

Address

15333 E. 127th Street
Lemont, IL
60439

Opening Hours

Monday 8:30am - 4:30pm
Tuesday 8:30am - 4:30pm
Wednesday 8:30am - 4:30pm
Thursday 8:30am - 4:30pm
Friday 8:30am - 4:30pm

Telephone

+16303128306

Website

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