• (847) 551-5065
  • info@sisretirement.com

Because your future deserves a second opinion

workshops

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attend a free workshop

IRA Planning Workshop Reservation

Join Cynthia Pruemm for an informative IRA Planning Workshop designed to help you make the most of your retirement savings. Guests are encouraged to bring a friend!

june

No Events

july

21jul6:00 pmTax-Saving Strategies to Help You Get More Out of Your IRA6:00 pm NIU Naperville Meeting and Conference Center

23jul1:00 pmTax-Saving Strategies to Help You Get More Out of Your IRA1:00 pm NIU Naperville Meeting and Conference Center

Click here to register

Learn the Rules For:

  • Contributing to Traditional and Roth IRAs
  • Direct and indirect rollovers
  • How retirement accounts are taxed
  • Calculating your Required Minimum Distribution (RMD)
  • Roth IRA conversions
  • Inherited IRAs
  • Spousal IRAs

What You'll Learn:

  • Top strategies for savvy IRA planning
  • Six rollover options for retirement plan funds
  • SECURE Act changes affecting IRA planning
  • Common RMD mistakes and how to avoid them
  • How to coordinate your IRA planning with your overall retirement, estate, tax, Social Security, and financial plans
Click here to register
SISFG Events Calendar
Attend one of our upcoming & free events!
Our seminars focus on common financial concerns that individuals and families face in retirement, things like how to prepare for unexpected medical expenses and ways to create income to help support your desired lifestyle. Register for one of our events to learn how to feel more confident about your future ahead.
Click here to register
For questions, please call (847) 600-9996

june

No Events

july

21jul6:00 pmTax-Saving Strategies to Help You Get More Out of Your IRA6:00 pm NIU Naperville Meeting and Conference Center

23jul1:00 pmTax-Saving Strategies to Help You Get More Out of Your IRA1:00 pm NIU Naperville Meeting and Conference Center

Meet the speaker

Cynthia Pruemm – Owner & Financial Advisor

Cynthia Pruemm, Founder and CEO of SIS Financial Group, specializes in financial planning, asset protection, and transitional planning. Prior to starting SIS Financial Group, Cynthia served as State Director for two of America's largest senior market agencies, where she was also a member of the Chairmen's Council and met her husband, Hagen. Because of their shared desire to help people navigate the next chapter of their lives, they founded SIS Financial Group. Cynthia understands that proper financial planning is essential to enjoying retirement and strongly emphasizes the importance of smart financial planning with her clients. She believes in transparency, honesty, fair treatment, and always putting her clients' best interests first.

We endeavor to know and understand your financial situation

Dedicated to protecting and educating you in a safe environment.

Click here to register

let us give you a second opinion

Schedule your appointment today!

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get in touch

  • (847) 551-5065
  • (224) 802-2493
  • info@sisretirement.com

Hoffman Estates

  • 5407 Trillium Blvd.
    Suite 250
    Hoffman Estates, IL 60192

naperville

  • 400 E. Diehl Rd.
    Suite 160
    Naperville, IL 60563

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Hagen Pruemm and Cynthia Pruemm are investment advisory representatives of and provide advisory services through CoreCap Advisors, LLC. SIS Financial Group and CoreCap Advisors are separate and unaffiliated entities. Logos as displayed herein are not intended to imply any endorsement by the owners of such logos of SIS Financial Group. The content of this website is developed from sources believed to be accurate and complete; however, no guarantee can or is given for such accuracy or completeness. Nor is the information in this material intended as tax or legal advice. Please consult your own legal or tax professionals for specific information regarding your individual situation. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale, or the solicitation of such an offer, of any security, insurance product, or annuity in any jurisdiction in which the persons represented on this site are not appropriate licensed, registered, appointed, or otherwise qualified by law and regulation to make or solicit such purchases and sales.

Links to third-party websites are being provided for informational purposes only. CoreCap is not affiliated with and does not endorse, authorize, or sponsor any of the listed websites or their respective sponsors. CoreCap is not responsible for the content of any third-party website or the collection or use of information regarding any websites users and/or members.

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