Phil Fornaro

Episode 17 : Mastering Global Asset Transfers with Scott Schamber

In Episode 17 of Light Bulb Moments, I sit down with Scott Schamber, Partner & Managing Director of BFI Bullion, where he leads a team specializing in the purchase and secure storage of physically allocated metals in Switzerland. With over two decades of experience at BFI Bullion, Scott has been instrumental in helping clients safeguard their […]

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Episode 16 : Creating Change By Paying It Forward with Janet Garreau

In Episode 16 of Light Bulb Moments, I sit down with Janet Garreau, a nonprofit leader who has been transforming communities through her dedication to serving older adults. Since 2016, Janet has been at the helm of programs that connect older adults with essential services, helping them maintain their independence and improve their quality of

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Join Us at the 2024 Brew Moon Beer & Band Festival!

The 2024 Brew Moon Beer & Band Festival is just around the corner, and it’s shaping up to be the largest beer-tasting event in the western suburbs. Brew Moon isn’t just about enjoying great beers—it’s about community and collaboration. The festival is a partnership between local businesses, municipalities, and civic groups, coming together for a

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Episode 15 : Growing By Giving Back And Cultivating Your Network with Steve Palmer

In Episode 15 of Light Bulb Moments, I’ll be speaking with Steve Palmer, a seasoned entrepreneur and community leader with over three decades of experience. Since 2022, Steve has owned the Stadium Club at the MAX, and he previously owned Palmer Place Restaurant in LaGrange from 1990 to 2021. In addition to his business ventures,

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Episode 14 : Fostering Growth through Community Connections with Bill Carney

In Episode 14 of Light Bulb Moments, I’ll be speaking with Bill Carney, a seasoned finance professional with a passion for fostering growth through community connections. Bill holds a degree in Economics from the University of Illinois and has spent over two decades in finance and operations, including leadership roles at Mesirow Financial and Incapital.

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Episode 13 : Fiduciary Principles and Client-Centric Strategies With Ryan Williamson

In Episode 13 of Light Bulb Moments, I’ll be speaking with Ryan Williamson, a dedicated financial advisor with over two decades of experience. Since 2000, Ryan has been providing tailored financial guidance, emphasizing the uniqueness of each client’s needs and goals. He is the author of Drafting Your Financial Quarterback: What You Need to Know

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Episode 12 : Addressing Tax Problems Proactively with Joe Shadle

In Episode 12 of Light Bulb Moments, I’ll be speaking with Joe Shadle, President of Tax Relief, Inc. Joe is an Enrolled Agent, National Tax Practitioners Institute Fellow, and a financial services veteran with experience spanning New York, New Jersey, and Florida. He’s worked in disaster relief loans for the Small Business Administration and is

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Current Projects

Welcome Back! Today we want to give you an inside look at some of the exciting projects we are currently working on.  Learning About Advanced Asset Protection  One of our top priorities right now is deepening our knowledge of advanced asset protection strategies. This includes diving into Private Placement Life Insurance Trusts, Restricted Trusts, Foreign

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