401(k) Rollover

Investment Planning


Have you changed jobs recently?  Are you nearing retirement?
  Do you have a 401(k) at a previous employer?

 

Rolling over your old 401(k) or other retirement plan into an IRA can give you:

  • More investment choices
  • Fewer statements
  • Trusted guidance from an experienced professional

 

 

Let us teach your old dog 401(k) a new trick!

Search our directory to find your nearest Wintrust Wealth Management professional or location, or attend a seminar in your neighborhood, to learn how easy it is to roll over an old plan and start enjoying the benefits of a rollover IRA today.

 

SEMINARS AT YOUR LOCAL WINTRUST COMMUNITY BANK

Date Time  City Address Presenter RSVP By RSVP Contact
Feb 20 10:00am Chicago Beverly Bank & Trust
10258 South Western Avenue
Peter Bentler
Vice President, Investments
Feb 13 Brandi Nassenstein
773.987.3173
Feb 21 9:00am Northfield Northview Bank & Trust
245 Waukegan Road
Bradford M. Walker, CFP®
Senior Vice President, Investments
Feb 18 Barbara Rosenbaum
847.784.1364
Feb 28 9:30am Chicago Hyde Park Bank
1525 East 53rd Street
Jennifer Marlowe, RP®
Financial Advisor
Feb 26 Jennifer Marlowe, RP®
312.431.6560
Feb 28 9:00am New Lenox Old Plank Trail Community Bank
280 Veterans Parkway
Paul Landers, CFP®
First Vice President, Investments
Feb 21 Theresa DeMarchi
815.462.5514
Mar 2 9:00am New Lenox Old Plank Trail Community Bank
280 Veterans Parkway
Paul Landers, CFP®
First Vice President, Investments
Feb 21 Theresa DeMarchi
815.462.5514
Mar 2 12:00pm Willowbrook Community Bank of Willowbrook
6262 Route 83
Richard Tulloch and Katrina Tulloch
Financial Advisors
Feb 28 Katrina Tulloch
630.590.2353
Mar 6 4:00pm Mokena Old Plank Trail Community Bank
20012 Wolf Road
Jon Dawson
Vice President, Investments
Mar 4 Karen Kilinskis
708.326.2572
Mar 7 12:00pm Hartland Town Bank
850 West North Shore Drive
Scott Steinhorst
First Vice President, Investments
Feb 27 Ann Thompson
262.369.8851
Mar 7 6:00pm Chicago Trattoria Trullo
4767 North Lincoln Avenue
Phil Bandle
Vice President, Investments
Mar 1 Brittany Birkenstock
773.883.4136
Mar 7 6:00pm Crete First United Bank
700 West Exchange Street
Chris Ylo
Vice President, Investments
Mar 4 Karen Kilinskis
708.326.2572
Mar 9 10:00am Steger First United Bank
20 West Steger Road
Chris Ylo
Vice President, Investments
Mar 4 Karen Kilinskis
708.326.2572
Mar 9 10:00am Orland Park Orland Park Bank & Trust
15330 South LaGrange Road
Jon Dawson
Vice President, Investments
Mar 4 Karen Kilinskis
708.326.2572
Mar 16 10:00am Frankfort First United Bank
7626 Lincoln Highway
Chris Ylo
Vice President, Investments
Mar 4 Karen Kilinskis
708.326.2572
Mar 19 6:30pm McHenry McHenry Bank & Trust
2730 West Route 20
Todd Bessey
First Vice President, Investments
Mar 11 Sharon Santopadre
815.479.7210
Mar 23 9:00am Glen Ellyn Glen Ellyn Bank & Trust
500 Roosevelt Road
J.P. LaCour
First Vice President, Investments
Mar 22 Aimee Morrin
630.588.4091
Apr 6 10:00am Crystal Lake Crystal Lake Bank & Trust
5100 Northwest Highway
Todd Bessey
First Vice President, Investments
Apr 1 Sharon Santopadre
815.479.7210
Apr 6 10:00am Naperville Naperville Bank & Trust
5 South Washington
Justin Klestinski
Senior Vice President, Investments
Apr 1 June DiNardo
630.303.5231