Expert Panel

Panel Presenter:
Thomas Koleski, AIF®
Head of Financial Planning
Cedar Capital 
Tom Koleski is Cedar Capital's Head of Financial Planning. With over 14 years experience helping people reach their financial goals. His clients range from first-time investors to experienced high net-worth individuals. Whether you are investing for the first time or have an existing portfolio, Tom believes there is always more to know in the world of investing.

Panel Presenter:
Neil Peplinski, CFA
Chief Investment Officer
Cedar Capital
Neil Peplinski is Cedar Capital’s Chief Investment Officer and the architect of the firm's Market Advantage Portfolio framework (MAPs) . With over 20 years of professional experience, Neil is responsible for research, investment analysis and the development/oversight of new investment strategies and models.

Prior to co-founding Cedar Capital, a partner company of Good Harbor Financial, he served as portfolio manager and quantitative analyst for Allstate Investments. Neil earned a MBA with High Honors from The University of Chicago Booth School of Business, a MSEE from the University of Michigan and a BSEE from The Michigan Technological University where he graduated summa cum laude.

Panel Presenter:
Christopher Wojcicki, 
  CPA,JD, L.LM
President & Founder
Wojcicki & Associates

Christopher Wojcicki has been practicing tax and accounting since 1989. He received a B.S.C. in Accounting from DePaul University and a Juris Doctor and LL.M. from John Marshall Law School. Chris began the early years of his public accounting career with RSM McGladrey, one of the largest accounting firms in the world. Soon after, Chris shifted his career to a small public accounting firm in Park Ridge where he went on to become a partner until 2012. Chris's current career in accounting specializes in management consulting, business development, taxation, financial reporting and transactions with an emphasis in the real estate sector as well as manufacturing, technology, entertainment, hospitality, retail and service enterprises.

Chris focuses his legal services toward the individual and business clients he serves handling transactional, estate and probate, real estate and contract law matters.Chris is a member of the Union League Club of Chicago. Chris is also a member of the American Institute of Certified Public Accountants, Illinois CPA Society, American Bar Association, Chicago Bar Association and the Illinois State Bar Association and while pursuing his CFE, the Association of Certified Fraud Examiners.  Chris is a licensed Illinois Real Estate Broker.

Panel Presenter:
Donald Higgins, JD
Associate Attorney
Wojcicki & Associates
Donald Higgins concentrates his focus mainly in the area of estate planning and administration, including wills, trusts, and probate matters. He also has experience in corporate and small business transactions. Don has been practicing law since 2015. He received his B.A. in Political Theory and Constitutional Democracy from Michigan State University in 2012 and his Juris Doctor from the Valparaiso University School of Law in 2015.


Don began his legal career with The Stuart Legacy Alliance, LLC after admittance to the Bar in the State of Illinois. By utilizing an estate planning approach that focuses on growing wealth and sustaining success over time, Don’s goal is to help his clients achieve their personal goals and leave a lasting legacy for their loved ones.

Please join us for the next event in our “Wine & Wealth” series entitled:

'ReInventing: Life After Work'
An Expert Panel's Guide to Getting Fiscally Fit

When:

Tuesday, May 7th
6:00 - 8:00 PM

Where
Barrington's White House

145 W. Main Street
Barrington, Illinois 

This panel includes Cedar Capital's Head of Financial Planning, Tom Koleski, Cedar Capital’s Chief Investment Officer, Neil Peplinski, along with Wojcicki & Associates, President & Founder, Christoher Wojcicki and Associate Attorney & Estate Planning expert, Donald Higgins.

This will be a casual evening of wine tasting, hors d’oeuvres and live music with a panel discussion based around common questions regarding financial planning, social security, IRAs and taxes. 

Wines Featured: Wines of the Pacific Northwest
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Topics discussed by panel

  • How are you saving money – taxable, tax-free and tax-deferred?
  • Potential Benefits of deferring Social Security to a later date 
  • Different specific tax planning strategies
  • Federal estate tax - Combined Assets
  • Coordinating 401k, life insurance and estate planning
  • How much money might I need to retire comfortably?
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Can't attend, but still interested?

If you are unable to attend either session, please select "Still Interested" below and Tom will be able to set up a personalized webinar for your date of choice.


Contact

Thomas Koleski, AIF® 
Cedar Capital Advisors 
312-285-5737 
thomas.koleski@cedarcapital.com