Sep 16 | Chicago – PEWIN Midwest | What’s your Magic Number? Planning for the Next Chapter

Join the PEWIN Midwest Chapter and Gresham Partners for an engaging conversation about defining your “magic number” and preparing for the next chapter of your career and life.
For many professionals in the private markets, the question isn’t simply when to retire—it’s how to create the financial flexibility and freedom to make future choices with confidence. Whether you envision a gradual transition, a new professional pursuit, increased time for family and passions, or simply the ability to choose what’s next on your own timeline, thoughtful planning today can create greater opportunity tomorrow.
Together, we’ll explore the key building blocks of long-term financial readiness, from portfolio construction and wealth planning to lifestyle goals and the personal factors that shape your unique “magic number.” Rather than focusing on a single destination, we’ll discuss how intentional planning can create greater optionality throughout your career and beyond.
You’ll leave with greater clarity, practical insights, and a renewed sense of confidence about building a future defined not by obligation, but by choice.
Featured Speaker: Leisa Storbeck
Partner & Chief Client Officer, Gresham Partners LLC
Date: Wednesday, September 16th
Time: 5-7 pm
5:00 pm Arrival and Networking
5:30 pm Speaker
Location: Gresham Partners, LLC
Suite 700, 333 West Wacker Drive, Chicago, IL 60606.
Fee: Complimentary
Questions can be directed to Shari Young Lewis at .
Thank you to our sponsor!

 
 
 
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