Past Events

December 7th, 2023 - Christmas Party: 
We laughed, we danced and we ate a ton of cookies and desserts! Thank you to all that were able to come and help us celebrate at CD&ME this year for our Annual Christmas Party. We loved getting to spend time with each and every one of you. 












November 21st, 2023 - Pie Day: 
This year we were blessed to have the ablity to pass out a recorded breaking 165 pies!! Thank you to all of you that came out and picked up pie. We are very THANKFUL for all of our clients near and far and hoped they all had a wonderful Thanksgiving with loved ones. 












July 13th, 2023 - Halftime Seminar: 
It was another packed house in the Morning and Afternoon sessions. The David's talked about the 'Soft landing' the economy could be making and an in-depth discussion about the best practices for setting up children and grandchildren for financial success in their futures. 










April 22nd, 2023 - Antique Roadshow: 
It was packed this year at The Latko Appraisal House as antique appraiser, Gary Piattoni, from the television program 'Antique Roadshow' shared his insight on the items brought in. We were able to see unique antiques like China dolls from the 1900's and even some Civil War battle tested family heirlooms. We hope that you'll join us next time Gary comes. 




















February 1st, 2023 - Forecasting Seminar: 
We LOVED welcoming everyone back for another great Forecast Seminar. With Two time slots near full capacity! The discussions rolled as the Davids broke down what they saw coming for 2023. Make sure you don't miss out on the Half-Time Seminar! 












December 1st, 2022 - Christmas Party: With the help of CD&ME,  DJ Marz and Photographer Harlan Horn we were able to Sing, Dance and Laugh our afternnon away with the company of over 120 of our amazing Clients! 












November 22nd, 2022 - Pie Day!!: A RECORD BREAKING YEAR!!! This year we are beyond thankful for the ability to give away over 160 apple pies to our wonderful clients.


July 19th, 2022 - Half Time Seminar: After 2.5 long years of restrictions and lockdowns we were finally able to open the doors and invite everyone to our newly remodeled Seminar Room. The Two David's Lead the presentation with a recap of what the first half of the year looked like and also shinned some light on where they think we could possibly be heading in the near future. 












December 1st & 2nd, 2021 - Christmas Drive-Thru: Dispite his best attempts we would not let the Grinch (Covid) steal Christmas from us again.  So Santa and his elves got to work and were able to serve our clients in a fun gift drive thru with hot chocolate and brownies while they waited for their special gift. 


November 23rd, 2021 - Annual Pie Give Away: Thanksgiving is one of our favorite holidays which is why Pie Day is one of our favorite days of the year! Even with Covid we had the biggest  turn out yet! We were able to give away pies, cookies and apple cider to over 150 of our amazing clients. 


April 1st, 2021 - Hart Keene; Mentalist & Illusionist: if you love being tricked or like Illusions come join us on April Fools day as Mentalist & Illusionist Hart Keene shows off his skills during this Zoom presentaion. Hart Keene has been on 'America's Got Talent' performed for companies like microsoft and Hewlett Packard. 










Feburary 12th, 2021 - Virtual Valentine's Day Cooking Event: if you're and your valentine are looking to 'spice it up' and start cooking together or if you're a party of 1, please join us along with Master Chef Tim Bucci for a valentines day dinner you will never forget!











Valentines Day Ladies/Singles Event: As this day is meant for celebrating with loved ones and friends, we would like to invite you and a female guest to join us in honoring all the special ladies we have the pleasure of assisting each and every day, for so many years. Please come and join us for some light snacks, drinks and conversation! 



2018-2020 - Antique Roadshow: Latko Wealth Managements hosts its annual antique roadshow! All clients are invited to bring any item that they deem worthy to be valued by a professional appraiser who was featured on the actual antique Roadshow series.








2018 - Christmas Carol Play: All of our clients came out for our annual Christmas Party. We first met at Odyssey Country Club for brunch then bused everyone down to Chicago to enjoy the Christmas Carol Play! 







2017 - Day Trip to the Museum of Science and Industry: Please join Latko Wealth Management for a day trip to the Museum of Science and Industry downtown Chicago. Come experience the various exhibits at your own pace. You will have the option of either visiting the Coal Mine or watching a special Omnimax as an added bonus. Lunch will be provided at the museum in the form of a voucher.












2016 - Identity Theft Protection Seminar: The Frankfort Police Department talked about the latest trends in identity theft and how people can protect themselves from being ripped off by thieves who steal personal information from your computer, cellphone or even your garbage can. Identity theft occurs when someone uses another person's personal information such as name, social security number, credit card number, driver's license or other identifying information without permission and wreck your credit score and financial life if you are not properly prepared. Join us next year so you too, will be ready.


2016 - Murder Mystery Event: Who Done It? That is the question at the Annual Billionaires Ball held at the Latko Wealth Management complex, an event held for our clients in October.  It was a murder mystery event complete with masks, fake names and a whole lot of laughter. Will you be joining us next year?  


2015-2016 - Chicago Architecture River Cruise: Join us for our next cruise down the Chicago River to see the city's famous architecture on this 75-minute tour, with commentary from an on board guide. Watch the spectacular skyline glide by, including more than 40 notable buildings like the Aon Center, the Wrigley Building and the John Hancock Building. They cover all three branches of the Chicago River, passing the East Bank Club, the old Post Office Building and the Willis Tower (formerly known as the Sears Tower). Always a great afternoon of fun in Chicago. Clients meet at the Latko Wealth Management Complex and we handle everything from there. 

Image result for chicago river cruise


2014-2016 - Shredding With Honor Event: Latko Wealth Management, Ltd. is passionate about many different charities. None more so than the Wounded Warrior Project, a charity and veterans service organization that offers a variety of programs, services and events for wounded veterans of the military actions following September 11, 2001. David's father was a Pearl Harbor survivor stationed on the U.S.S West Virginia on December 7th 1941, "the day that will live in infamy." so this event is near and dear to our hearts. Every year we hold a shredding event in April at the Latko Wealth Management complex, where you can get rid of your documents that need to be safely shredded. Two boxes may be dropped off for a cost of $10 with all proceeds donated to the Wounded Warrior Project. Plus come and get some free coffee and Doughnuts to start your Saturday off right.