Copperwood Financial, Inc.
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Real talk on taxes, investing & retirement planning. Weekly live videos for high-income investors. At Copperwood Financial, we keep it real about money.
11/20/2025
The transition from college/pro athlete is not always seamless… Let us guide your children and your financial plan once they step off the court/field for the last time www.proathletewealth.com
Life After Football hits different #footballreels #explorereels #football
10/07/2025
Setting Financial Goals before the end on 2025?
Come hang out with Pai Charasika this Wednesday (10/8/25) at Boomer's Bourbon and Cigar Bar!
Meet and greet starts at 5:30pm. Great way to bend an ear of someone in the know!
This isn’t one of those Boring blah blah things! There will be a full Bourbon tasting with lots of information from our local Bourbon Rep. free!
So come learn about Bourbon and end of the year financial planning strategies for 2025!
Business Owners: Big Tax Changes Are Here!
Congress just rewrote the rules with the One Big Beautiful Bill (OBBA) — and the opportunities are big, but so are the risks if you don’t act now.
We're co-hosting a dinner with Monarch Accounting Group at Cooper’s Hawk Winery & Restaurant in Burr Ridge to learn how you can:
✅ Avoid unnecessary taxes with the right business structure
✅ Take advantage of new retirement & tax-saving opportunities
✅ Protect your wealth from costly tax traps like IRMAA surcharges & Social Security taxation
✅ Build a more resilient, tax-smart portfolio for the decade ahead
📅 Two Dates Available:
Tuesday, September 23, 2025 – 6:00 PM
Wednesday, September 24, 2025 – 6:00 PM
📍 Cooper’s Hawk Winery & Restaurant, Burr Ridge, IL
👉 Seats are limited — message us to get registered!
Click here to claim your Sponsored Listing.
Contact the business
Website
Address
Burr Ridge, IL
60527
