Upcoming Events
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Estate Planning Basics - Complimentary Workshop
Thu, Jun 25
Herr Capital Management, LLC
Jun 25, 6:00 PM – 7:00 PM
Herr Capital Management, LLC, 27 W Plainfield Rd, Countryside, IL 60525, USA
An estate plan provides direction on how you want your personal and financial affairs to be handled, help ensure your family's financial needs will be taken care of and that your personal wishes will be carried out. We'll discuss strategies for incapacity, wills, trusts, insurance and tax matters.
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College Planning - Complimentary Workshop
Thu, May 28
Herr Capital Management, LLC
May 28, 6:00 PM – 7:00 PM
Herr Capital Management, LLC, 27 W Plainfield Rd, Countryside, IL 60525, USA
Are you saving enough for your child's college education? This workshop will focus on the cost of college, Tax-advantaged ways to save for college, including 529 plans and Coverdale accounts as well as ways to fill the funding gap. You'll also receive a free workbook.
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Investment Basic - Complimentary Workshop
Thu, Apr 30
Herr Capital Management, LLC
Apr 30, 7:00 PM – 7:05 PM
Herr Capital Management, LLC, 27 W Plainfield Rd, Countryside, IL 60525, USA
A well-planned investment strategy can help you meet your short-term, mid-term, and long-term financial goals. Investment planning requires discipline and patience. But it doesn’t have to be difficult. We'll cover investment fundamentals, inflation, compounding, risks and how to plan for goals.
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Retirement Income Planning - Complimentary Workshop
Thu, Mar 26
Herr Capital Management, LLC
Mar 26, 6:00 PM – 7:00 PM
Herr Capital Management, LLC, 27 W Plainfield Rd, Countryside, IL 60525, USA
In this workshop you'll learn how to plan for retirement income, how much income you'll need to and how to position assets to provide that income. We'll discuss sustainable withdrawal rates and sequence of return issues. We'll offer tangible steps you can take as well as a retirement workbook.
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Financial Planning Basics - Complimentary Workshop
Thu, Feb 27
Herr Capital Management, LLC
Feb 27, 6:00 PM – 7:05 PM
Herr Capital Management, LLC, 27 W Plainfield Rd, Countryside, IL 60525, USA
Everyone can benefit from a financial plan that is tailored to individual needs and circumstances. A financial roadmap can motivate you to save money, help you meet your financial goals, and improve your overall financial security now and in the future.
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Opportunity Zones Educational Event - November 5th
Tue, Nov 05
Ditka's Restaurant Oakbrook Terrace
Nov 05, 2019, 8:00 AM – 9:30 AM
Ditka's Restaurant Oakbrook Terrace, 2 Mid America Plaza Suite 100, Oakbrook Terrace, IL 60181, USA
INVESTING IN THE ZONE: OPPORTUNITY ZONES & 1031 EXCHANGES
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Opportunity Zones Educational Event - Complimentary
Fri, Sep 27
Ditka's Restaurant Oakbrook Terrace
Sep 27, 2019, 8:00 AM – 9:30 AM
Ditka's Restaurant Oakbrook Terrace, 2 Mid America Plaza Suite 100, Oakbrook Terrace, IL 60181, USA
INVESTING IN THE ZONE: OPPORTUNITY ZONES & 1031 EXCHANGES
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Herr Capital Management, LLC   27 West Plainfield Road, Countryside, Illinois 60525  

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Securities offered through American Portfolios Financial Services, Inc. Member FINRA/SIPC.  Investment advisory services offered through Herr Capital Management, LLC, a registered investment advisor independent of American Portfolios Financial Services, Inc.