Chequers Financial Management

Our very own Megan Gorman was featured on Chicago's very own WGN-TV talking with Political Analyst, Paul Lisnek - you can watch the full interview here: https://lnkd.in/giY-Gg46

Chequers Financial Management is proud to share that we have been named one of Newsweek's America's Top Financial Advisory Firms for 2025! ?? This recognition is a reflection of our team's unwavering dedication to delivering exceptional service, innovative solutions, and meaningful results for our clients. A heartfelt thank-you to our incredible team and loyal clients—this honor would not be possible without you. Your trust and partnership inspire us to keep raising the bar in everything we do. Read the full article here: https://lnkd.in/gUwUVAY4 #Chequers #TopAdvisoryFirms #Newsweek2025 #ClientFirst #ExcellenceInAdvisory #FinancialPlanning #FemaleOwned

Thrilled to announce that Megan Gorman's new book All the Presidents' Money has made it to The Wall Street Journal! In “All the Presidents’ Money,” Megan Gorman considers which of our chief executives appeared to have a golden touch—or just good luck—and which ended up as financial flops. #allthepresidentsmoney #bestsellingauthor Check out the full article here: https://lnkd.in/gamvtDrh

Megan Gorman of Chequers Financial Management will be giving an author talk based on her book "All The Presidents' Money" this Wednesday with myStockOptions.com on the financial and stock planning of the presidents! Please join us as we discuss topics ranging from Washington's charitable planning to how LBJ and Carter both made use of blind trusts in their family businesses. Sign up at the link! https://lnkd.in/gVSnu9EN

Check out this review from Barbara Friedberg, MS, MBA on Megan Gorman of Chequers Financial Management new book "All The Presidents' Money"!

"Ever wondered how the leaders of America managed their finances? ????" Join Megan Gorman for an upcoming webinar as she gives a lively talk with myStockOptions.com based on research she did for her new book, All the Presidents' Money: How The Men Who Governed America Governed Their Money. ?? Register now to secure your spot: [Link below] https://lnkd.in/gVSnu9EN

Discover how personal finance intersects with leadership and politics, all from the unique perspective of one of the industry’s leading female voices. Check out the full interview with Megan Gorman and Women's Business Daily below! ?? #Leadership #WomenInFinance #PresidentialHistory #MeganGorman #AllthePresidentsMoney https://lnkd.in/e4Tr-2Kq

SHE DID IT!!! Our very own Megan Gorman (the Author) made #11 on USA Today's Best-Selling Booklist for her new book "All the Presidents' Money" - Congratulations Megan! Check out the full list here: https://lnkd.in/d5Bq-Sag You can also read all about #theauthor and her new book here: https://lnkd.in/dfjV2ncs

Chequers Financial Management Chief Investment Strategist Nicole Tanenbaum shares her thoughts on corporate #AI spending in the latest edition of the Korn Ferry Briefings Magazine - read the full article here: https://lnkd.in/grVZN2Ww

Megan Gorman of Chequers Financial Management spoke with Gregg Greenberg of InvestmentNews on her new book "All The Presidents' Money" and how to assess how the current political candidates stack up with #presidents in the past with their #wealth building. Check it out at the link. https://lnkd.in/gHaCgPKi