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Thank you for attending our Workshop on June 2nd.

Activate your $299 complimentary membership below.

You’ve already taken the first step. This simply helps you continue - at your own pace.

Signup is private, secure and takes less than a minute.

Claim your Essentials Membership

As a Member, you’ll have access to:

A curated Educational Video Library
- (clear, practical guidance you can revisit anytime)
A 1-on-1 Strategy Session with Rick
- (review your situation and talk through next steps)
A structured path forward
- (so you’re not left figuring things out on your own)y

Activate your FREE Membership

Access the FREE Training

Schedule your FREE 1-on-1 with Rick

If you’d like to continue, we recommend getting started while it’s still available.

"I appreciated the education first. Once I understood the why, the decisions became much easier."

"I felt listened to.
They didn’t assume anything.
They helped me think through what mattered most to me and my family."

"What stood out was the process. It was organized, calm, and practical. That made the topic feel manageable."

Chicagoland Trust has been serving the Chicagoland community since 1993.

Our organization exists to help retirees:

We provide education, guidance, and coordination.

Legal trust work is handled by experienced partner attorneys.