Lisa Micka - Chicago Estate Planning Council

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CFP®

AEP®

CPWA®

Wealth Advisor

2130 N. Bingham Street

Chicago, IL 60647

Phone: (312) 543-2629

Cell: 312-543-2629

CFP # (if applicable): 89770

CPWA (Yes/No): Yes

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November 3, 2025

Annual Outing - August 2025 Sponsorship Payments

N/A

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November 20, 2025

BREAKFAST: Do We Have to Tell the Kids They’re Rich? The Trustee's Challenge of Navigating Illinois Legal Disclosures While Preserving Family Harmony

Anna Nichols, Altair Advisers and Julie Pleshivoy, Taft

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December 10, 2025

WEBINAR: Help! My Family Has Gone Global: Cross-Border Estate Planning Challenges and Solutions

Olivia Brennan, Northern Trust, Raveet Phull, Perkins Coie & Nick Heuer, Katten

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January 22, 2026

WEBINAR: Planning with Purpose: 30 Essential Tips for Advising Families with Special Needs Beneficiaries

Kristen Lewis, Harrison LLP

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