NewEstate Planning Attorney JobotEstate Planning AttorneyWheaton, IL$130,000–$150,000 / yearInformation collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal. Provide comprehensive estate planning services to our clients, including drafting and implementing wills, trusts, powers of attorney, and other estate planning documents.
Estate Planning Associate Attorney JobotEstate Planning Associate AttorneyChicago, IL$120,000–$180,000 / yearInformation collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal. The successful candidate will be responsible for managing and overseeing all aspects of estate planning, including drafting wills, trusts, powers of attorney, and healthcare directives.
NewRemote Part Time Estate Planning Attorney JobotRemote Part Time Estate Planning AttorneyChicago, ILRemote$75–$125 / hourInformation collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal. Boutique trusts & estates firm seeking a Remote Part-Time Estate Planning Attorney to assist with estate planning and probate matters.
Senior Associate, SAP SAC Planning KPMGSenior Associate, SAP SAC PlanningChicago, IL$97,755–$204,585 / yearIf you're looking for a firm with a strong team connection where you can be your whole self, have an impact, advance your skills, deepen your experiences, and have the flexibility and access to constantly find new areas of inspiration and expand your capabilities, then consider a career in Advisory. These include the duties and responsibilities listed above, as well as the abilities to adhere to company policies, exercise sound judgment, effectively manage stress and work safely and respectfully with others, exhibit trustworthiness, and safeguard business operations and company reputation.
Sr Engineer-Distribution Capacity Planning ComEdSr Engineer-Distribution Capacity PlanningOAKBROOK TERRACE, IL$103,200–$141,900We are a Fortune 200 company, 20,000 colleagues strong serving more than 10.7 million customers at six energy companies -- Atlantic City Electric (ACE), Baltimore Gas and Electric (BGE), Commonwealth Edison (ComEd), Delmarva Power & Light (DPL), PECO Energy Company (PECO), and Potomac Electric Power Company (Pepco). Leads and performs engineering tasks and projects associated with a critical or analytical engineering project or a small number of complex projects that require specialized knowledge in many areas, may include field testing, troubleshooting, and peer review (25%).
NewCFO CFSCFORolling Meadows, IL$250,000–$300,000 / yearMBA or CPA with 10+ years of finance and accounting leadership experience in multi-unit environments. • Influence expansion across a 50 location retail footprint, including new site investments.
NewComplex Director, Ameriprise Financial Advisors AmeripriseComplex Director, Ameriprise Financial AdvisorsOrland Park, ILThe Complex Director will drive revenue and asset growth, effectively segmenting the needs and prioritizing the opportunities of the complex, developing high-performing branch and associate managers, and optimizing resources across the complex including strong partnerships across the operations team. The Complex Director seeks to drive profitable multi-office growth across a closely defined geography (i.e., complex) by creating a compelling business plan emphasizing profitable growth through effective management of P&L, implementing sound strategy and growth through advisor and client acquisition, retention, tenure, and productivity.
NewSenior Financial Analyst CFSSenior Financial AnalystElmhurst, IL$85,000–$105,000 / yearPrepare monthly, quarterly and annual reports- assisting in the analysis of financial information to determine present and future financial performance, including coordinating monthly reporting, quarterly forecasting and annual planning processes. Assist consolidation of financials, monthly reporting requirements, HQ deliverables, and prepares special adhoc financial analysis and presentations for management.
NewFinancial Analyst CFSFinancial AnalystHinsdale, IL$80,000–$90,000 / yearThis role offers the opportunity to work alongside experienced finance professionals, gain exposure to senior leadership, and contribute to key business decisions within a company that continues to expand through strategic growth initiatives and acquisitions. Our client, a growing and financially strong organization, is seeking a Financial Analyst to join its team.
Manager, Financial Due Diligence KPMGManager, Financial Due DiligenceChicago, IL$131,005–$251,965 / yearAnalyze target company data to identify historical and projected financial and operating trends, quality of earnings and working capital considerations, and potential liabilities and risks, which impact valuation and negotiation of the target company. If you're looking for a firm with a strong team connection where you can be your whole self, have an impact, advance your skills, deepen your experiences, and have the flexibility and access to constantly find new areas of inspiration and expand your capabilities, then consider a career in Advisory.
NewSenior Wealth Advisor JobotSenior Wealth AdvisorOakbrook Terrace, IL$150,000–$220,000 / yearInformation collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal. Our team of experienced professionals provides a wide range of services, including retirement planning, estate planning, tax planning, risk management, and investment management.
NewController (Established General Contractor) JobotController (Established General Contractor)Elmhurst, IL$120,000–$175,000 / yearConsistently analyze financial data and present financial reports in an accurate and timely manner; clearly communicate monthly, quarterly, and annual financial statements; monitor progress and changes and keep senior leadership abreast of the organization’s financial status. Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal.
NewSenior Director Financial Operations / Compliance CFSSenior Director Financial Operations / ComplianceDowners Grove, IL$180,000–$230,000 / yearThis highly visible leadership role offers the opportunity to drive operational excellence, improve working capital performance, and lead a major finance transformation initiative focused on process optimization, automation, and systems modernization. Lead end-to-end Accounts Receivable and Accounts Payable operations, including invoicing, collections, cash application, credit management, vendor management, invoice processing, and disbursements.
Tax Manager JobotTax ManagerChicago, IL$105,000–$130,000 / yearOur team provides comprehensive tax planning, accounting, financial reporting, business consulting, audit support for nonprofit organizations, business formation services, estate tax planning, tax resolution, and strategic financial guidance. Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal.
Associate, Transaction Advisory Services JobotAssociate, Transaction Advisory ServicesChicago, IL$120,000–$150,000 / yearEstablished over 50 years ago with billions in assets, we have expertise in a wide array of strategic advisory services our Transaction Advisory Services practice assists private equity and corporate clients with financial, IT and tax due diligence, business analytics and technical accounting matters associated with corporate mergers, divestitures and acquisitions (M&A). Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal.
Financial Services Representative Lakeshore Financial GroupFinancial Services RepresentativeChicago, IL$75,000–$100,000 / yearOur leadership team is fully dedicated to using their decades of experience to mentor and support new and experienced advisors, providing opportunities for collaboration, learning, and growth. Our services are designed to cater to specific needs, offering comprehensive financial strategies or focusing on particular areas that require attention.
Vice President, Transaction Advisory Services JobotVice President, Transaction Advisory ServicesChicago, IL$160,000–$215,000 / yearEstablished over 50 years ago with billions in assets, we have expertise in a wide array of strategic advisory services our Transaction Advisory Services practice assists private equity and corporate clients with financial, IT and tax due diligence, business analytics and technical accounting matters associated with corporate mergers, divestitures and acquisitions (M&A). Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal.
NewSenior Estimator (Remote Work) JobotSenior Estimator (Remote Work)Downers Grove, ILRemote$100,000–$140,000 / yearInformation collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal. You will play a crucial role in the financial planning of construction projects, including electrical infrastructure, telecommunications construction, lighting improvements, and industrial projects.
Manager FP&A Kforce Inc.Manager FP&AGary, IN$143,000Kforce's client, a leading organization is seeking an experienced FP&A Manager in Gary, IN to lead financial planning and analysis efforts within a large-scale manufacturing environment. This highly visible role will partner directly with operations leadership to deliver actionable insights, drive performance, and support strategic decision-making.
Vice President, FP&A Aeris CommunicationsVice President, FP&AChicago, IL$200,000–$250,000 / yearAn employee’s position within the salary range will be based on several factors including, but not limited to: relevant education, qualifications, certifications, experience, skills, seniority, geographic location, performance, shift, travel requirements, sales or revenue-based metrics, any collective bargaining agreements, and business or organizational needs. For more than three decades, Aeris has been a trusted cellular IoT leader enabling the biggest IoT programs and opportunities across Automotive, Utilities and Energy, Fleet Management and Logistics, Medical Devices, and Manufacturing.
NewSenior Director, Strategic Finance - Remote HighLevelSenior Director, Strategic Finance - RemoteChicago, ILRemote$242,000–$306,000 / yearExtraordinary ability to storytell with data / analysis and distill complex topics and tradeoffs into a simple framework to influence decision making; exceptional communication and presentation skills; experience interfacing with executive teams, board members, and investors. Decision Support: Partner with senior R&D and GTM leaders to provide financial insights and scenario analysis supporting strategic initiatives, resource allocation, and investment decisions by leveraging an in-depth understanding of market dynamics, unit economics, and growth strategies.
NewDemand Planner Treehouse FoodsDemand PlannerOak Brook, IL$76,200–$114,200 / yearAn employee's position within the salary range will be based on several factors including, but not limited to, specific competencies, relevant education, qualifications, certifications, experience, skills, seniority, geographic location, performance, shift, travel requirements, sales or revenue-based metrics and business or organizational needs. We are investing in talent and creating a performance-based culture where employees can do their best work and develop their careers, directly impacting our mission to make high quality, affordable food for our customers, communities, and families.
Manager, SAP S4 Public Cloud P2R/EPPM Lead KPMGManager, SAP S4 Public Cloud P2R/EPPM LeadChicago, IL$145,350–$253,230 / yearQualifications: Minimum of six years of recent external management consulting experience, including at least Two full lifecycle SAP S/4HANA Public Cloud implementation with core responsibility for Enterprise Portfolio and Project Management (EPPM), demonstrating the ability to support stakeholder engagement and contribute to business and delivery outcomes. Responsibilities: Lead Enterprise Portfolio and Project Management (EPPM) workstreams within SAP S/4HANA Public Cloud transformation programs, supporting customer, internal, and investment project scenarios across Project to Result (P2R) and Professional Services environments, and participating in implementation lifecycle activities and solution reviews.
NewFinance Manager CFSFinance ManagerDes Plaines, IL$120,000–$140,000 / yearThe ideal candidate will bring a blend of financial analysis, business partnership, and operational finance experience, along with a desire to drive results and influence decision-making. This newly created position offers significant visibility across the organization and serves as a strong stepping stone into future finance and accounting leadership roles.
NewSenior Manager of FP&A CFSSenior Manager of FP&AChicago, IL$160,000–$190,000 / yearWith a dynamic personality and the ability to dig in the weeds yet strategize about the big picture, this Senior Manager of FP&A will be the right hand to their Director of Finance, who reports to the CFO. Creative Financial Staffing is working with a well-established professional services company in the Loop to fill a Senior Manager of FP&A position, which is a key role for their finance department.
NewController CFSControllerSchaumburg, IL$120,000–$140,000 / yearThe role is heavily focused on financial analysis, planning, and strategic leadership rather than day-to-day transactional accounting, making it an ideal opportunity for an experienced insurance accounting professional looking to make a meaningful impact. This is an outstanding opportunity for an experienced insurance accounting professional seeking a strategic leadership role with significant visibility, executive partnership, and the ability to influence the financial direction of a well-established organization.
NewSenior FP&A Manager CFSSenior FP&A ManagerDes Plaines, IL$140,000–$170,000 / yearReporting to the Division Director of Financial Planning and Analysis, the will be primarily responsible for preparing management reports, planning and forecasting corporate operating expenses, and overall finance support for divisions. Demonstrate continuous efforts to improve operations, decrease lead times, and streamline work processes by working cooperatively and jointly with internal stakeholders.
Regional Plant Controller | $2B MFG | Elmhurst, IL Michael Page USARegional Plant Controller | $2B MFG | Elmhurst, ILElmhurst, IL$115,000–$130,000 / yearFull timeLead and drive plant cost reduction efforts, holding plant management team responsible for delivering annual cost reductions and productivity improvements. Prepare monthly rolling forecasts and provide plant and operations leadership with insight and commentary for all major variances from both plan and prior forecast.
NewAccountant II CFSAccountant IIAddison, IL$70,000–$75,000 / yearExcellent time management skills and ability to multitask and prioritize work, attention to detail, problem resolution, written and verbal communication, and organizational and planning skills. The organization has enjoyed incredible success in the last few years' and are seeking a candidate with a similar accounting background to join their team as they continue their expansion.
NewAssistant Controller CFSAssistant ControllerChicago, IL$120,000–$140,000 / yearReady to step into a high-visibility Assistant Controller role where you can influence strategy and build a best-in-class finance function? Key Responsibilities for the Assistant Controller: • Lead accounting, financial reporting, and cash management functions.
NewFP&A Manager CFSFP&A ManagerPark Ridge, IL$130,000–$150,000 / yearThis FP&A Manager role sits within Corporate FP&A and partners closely with business units, offering strong visibility and the opportunity to make a meaningful impact in a dynamic, expanding organization. This FP&A Manager position is ideal for a strategic thinker who thrives in a fast-paced environment and enjoys partnering with leadership to drive business decisions.
Senior FP&A Analyst Gables Search GroupSenior FP&A AnalystWheeling, IL$115,000–$130,000 / yearThis is a highly visible opportunity supporting senior finance leadership with excellent exposure across the business, outstanding work-life balance, and significant long-term career growth. If you're looking for an opportunity to work with senior leadership, influence key business decisions, and join a financially strong organization that invests in its people, we'd love to speak with you.
NewWealth Advisor - PNC Wealth Management PNC Financial Services GroupWealth Advisor - PNC Wealth ManagementNaperville, IL$75,000–$125,000 / yearIn addition, PNC generally provides the following paid time off, depending on your eligibility: maternity and/or parental leave; up to 11 paid holidays each year; 9 occasional absence days each year, unless otherwise required by law; between 15 to 25 vacation days each year, depending on career level; and years of service. PNC Employees take pride in our reputation and to continue building upon that we expect our employees to be: Customer Focused - Knowledgeable of the values and practices that align customer needs and satisfaction as primary considerations in all business decisions and able to leverage that information in creating customized customer solutions.
Financial Planning Analyst/Financial Planning Associate Greater ChicagoFinancial Planning Analyst/Financial Planning AssociateVernon Hills, IllinoisThe ideal candidate enjoys the technical and analytical side of wealth management, is highly organized, and is passionate about delivering exceptional planning support. This role is designed for individuals who enjoy the technical aspects of wealth management and financial planning and prefer a non-sales, non-client acquisition career path.
Financial Analyst Financial Planning & Analysis - VN2897 MAREX Group LimitedFinancial Analyst Financial Planning & Analysis - VN2897Chicago, IL$80,000–$115,000 / yearThe depth of knowledge amongst its teams and divisions provides its customers with clear advantage, and its technology-led service provides access to all major exchanges, order-flow management via screen, voice and DMA, plus award-winning data, insights, and analytics. The Group provides access to the world's major commodity markets, covering a broad range of clients that include some of the largest commodity producers, consumers and traders, banks, hedge funds and asset managers.
Senior Financial Analyst, Financial Planning and Analysis University of ChicagoSenior Financial Analyst, Financial Planning and AnalysisChicago, IL$93,500–$115,000 / yearThe ideal candidate will have experience in higher education finance working with finance, accounting and or legal teams, proficiently use financial models to guide strategic decision making, be adept at managing data, and efficient partnering across an organization to complete high priority assignments. In consultation with the Office of Human Resources, the Senior Financial Analyst develops the annual budget for the approximately $430 million employee benefit pool, prepares analyses for benefit issue resolution, and co-leads quarterly budget reviews with University senior leadership.
Senior Financial Analyst - Enterprise Financial Planning Northern Trust CorpSenior Financial Analyst - Enterprise Financial PlanningChicago, IL$83,100–$141,300 / yearAs a global leader in innovative wealth management, asset servicing, asset management and banking services, Northern Trust (Nasdaq: NTRS) is proud to guide the world's most successful individuals, families, corporations and institutions. This position supports enterprise‑wide financial planning, scenario management, CCAR coordination, and planning system governance, partnering closely with Reporting, Strategy, Data Center, and Control teams.
Financial Planning and Analysis Manager Manpower EngineeringFinancial Planning and Analysis ManagerEvanston, IL$52–$62 / hourTemporaryManpowerGroup® (NYSE: MAN), the leading global workforce solutions company, helps organizations transform in a fast-changing world of work by sourcing, assessing, developing, and managing the talent that enables them to win. We are recognized consistently for our diversity - as a best place to work for Women, Inclusion, Equality and Disability and in 2023 ManpowerGroup was named one of the World's Most Ethical Companies for the 14th year - all confirming our position as the brand of choice for in-demand talent.
Financial Planning and Analysis Manager Ryan Specialty GroupFinancial Planning and Analysis ManagerChicago, IllinoisProvide technical expertise and advice on financial issues to functional or operational areas managers to help them develop revenue and expense budgets, understand financial reports, and manage their financial responsibilities. Differences in race, creed, color, religious beliefs, physical or mental capabilities, gender identity or expression, sexual orientation, and many other characteristics bring together varied perspectives and add value to the service we provide our clients, trading partners, and communities.
Accounting/Finance - Lead - Financial Planning & Analysis (Mid Level) LancesoftAccounting/Finance - Lead - Financial Planning & Analysis (Mid Level)Deerfield, IL$42The Senior Financial Planning Analyst position is critical in building our financial models, creating and executing compensation plans/reporting for our sales team and assisting sales in driving strong financial decisions. The Senior Financial Planning Analyst is responsible for partnering with our business on key areas along with creating financial reports to assist the managing director to effectively manage the business.
Sr Director, Financial Planning & Analysis Kind LLCSr Director, Financial Planning & AnalysisChicago, IL$233,000–$290,000 / yearDirector, Financial Planning & Analysis for a leadership opportunity overseeing the Accelerator portfolio, which is includes our Tasty & Wholesome and Better-for-You brands, including KIND, RX, Nature's Bakery and other culturally relevant, purpose-driven brands. This role requires a highly accountable finance leader who takes ownership of outcomes, challenges the status quo, and drives disciplined execution.
Financial Planning Strategist Canadian Imperial Bank of CommerceFinancial Planning StrategistChicago, IL$110,000–$130,000 / yearAs a Financial Planning Strategist, you will be responsible for supporting and working closely with Relationship Managers (RM), Business Development Officers and clients to analyze, communicate and implement financial planning strategies for HNW/UHNW clients, as well as provide client support to the Wealth Strategies team. Perform financial planning analyses, including reviewing financial statements and other data, gathering additional data as necessary, entering data, evaluating alternative scenarios to respond to the client request, as well as alternatives to prompt additional planning considerations.
Financial Planning and Analysis (FP&A) Manager UL Standards & EngagementFinancial Planning and Analysis (FP&A) ManagerEvanston, IllinoisAs the Financial Planning and Analysis (FP&A) Manager, you will play a key role in the rapid growth of UL as you: Lead the financial and budgeting processes including annual budget projections, analysis, and development of financial metrics to inform and align strategy across the organization. While no one candidate will embody every quality, the successful candidate will bring many of the following professional competencies and personal attributes: Strong technical skills in finance, accounting, budgeting and cost control, and variance analysis within a complex matrix organization.
Financial Planning & Analysis Director - CarelonRx Pharmacy Elevance Health IncFinancial Planning & Analysis Director - CarelonRx PharmacyChicago, IL$119,280–$205,758 / yearThe Financial Planning & Analysis Director is responsible for providing financial leadership, decision support and strategic direction Pharmacy leadership and operational teams and team's achievement of the business plan, with specific emphasis on aligning financial and operational metrics. We are a Fortune 25 company with a longstanding history in the healthcare industry, looking for leaders at all levels of the organization who are passionate about making an impact on our members and the communities we serve.
Director, Financial Planning & Analysis Sears, Roebuck and co.Director, Financial Planning & AnalysisHoffman Estates, ILFinancial Planning & AnalysisTransformco Corporate JOB SCOPE: The Financial Planning and Analysis Director leads the budgeting, forecasting, long-term planning, and business analysis for TransformCo. Participates in key financial and strategic projects across all business departments as required and drives the usage and adoption of AI tools to aid financial reporting and analyses.
NewAssociate, Financial Planning & Analysis Avant Inc.Associate, Financial Planning & AnalysisChicago, IL$70,000–$105,000 / yearIf you're passionate about using your financial acumen to drive business outcomes, this role offers a unique opportunity to grow your expertise, work closely with leadership, and influence our financial strategy directly. Avant offers terrific perks and benefits, fun social events with employees who actually like hanging out together, and a flexible growth environment where trying your hand at new projects and being the active owner of your career path is encouraged and supported.
Vice President, Financial Planning & Analysis Accel Entertainment Gaming, LLCVice President, Financial Planning & AnalysisBurr Ridge, IL$220,000–$240,000 / yearAccel Entertainment, Inc. (NYSE: ACEL) is a growing provider of locals-focused gaming and one of the largest terminal operators in the United States, supporting more than 27,000 electronic gaming terminals in over 4,300 third-party local and regional establishments across ten states. The Companys racino, Fairmount Park Casino & Racing, opened in April 2025 and features over 270 electronic gaming machines, food and beverage amenities, a sports book, para-mutuel betting and 55 days of thoroughbred horse racing a year.
NewDirector, Financial Planning & Analysis Publicis Groupe SADirector, Financial Planning & AnalysisChicago, IL$121,315–$194,220 / yearWorking closely with Agency CFOs, Finance Directors, and senior leadership, the Director will drive forecasting governance, process consistency, and adoption of FP&A tools and best practices while developing talent and ensuring the team delivers timely, accurate, and actionable financial insights. · Monitor agency performance across key financial and operational metrics, including revenue growth, headcount, staff costs, utilization, overhead, profitability, margin, and Trade Working Capital, ensuring appropriate follow-up on material variances, risks, and opportunities.
Manager, Financial Planning and Analysis Endeavor HealthManager, Financial Planning and AnalysisWarrenville, IL$51.47–$79.78 / hourOur more than 25,000 team members and more than 6,000 physicians aim to deliver transformative patient experiences and expert care close to home across more than 300 ambulatory locations and eight acute care hospitals - Edward (Naperville), Elmhurst, Evanston, Glenbrook (Glenview), Highland Park, Northwest Community (Arlington Heights) Skokie and Swedish (Chicago) - all recognized as Magnet hospitals for nursing excellence. Endeavor Health is a fully integrated healthcare delivery system committed to providing access to quality, vibrant, community-connected care, serving an area of more than 4.2 million residents across six northeast Illinois counties.
Financial Planning Administrator Merit Financial AdvisorsFinancial Planning AdministratorChicago, ILBest Places To Work for Financial Advisors 2018-2024: Best Places to Work for Financial Advisors 2018, 2019, 2020, 2021, 2022, 2023, and 2024 – Recognized firms were required to be a registered investment advisor (RIA) that has been in business at least one year and having a minimum of 15 full-time/part-time employees. Assist senior financial planners with provide advanced planning support in areas such as retirement income planning, tax planning, estate planning, insurance planning, and education planning for advisors who are working to illustrate planning techniques to clients.