Jason T. Wendt is a Chicago-based author of Beyond the Numbers: A High Achievers Guide to Financial Freedom without Sacrifice, and a trusted voice on retirement planning, tax strategies and wealth management. He is regularly featured in the media and invited to speak on television, financial education events and universities. 

His philosophy centers on helping individuals and business owners move beyond basic numbers and build a strategy aligning with their life goals. He is the creator of the Values-First Financial Framework™.

Television & Media Appearances

• NBC 5 Chicago
• The Influential Advisor Podcast
• Wall Street Journal Newspaper
• Bloomberg Business Week Magazine
• Fortune Magazine
• Chicago Magazine
   

Public Speaking and Universities

• University of Illinois Chicago - Chicago, IL
• Carthage College - Kenosha, WI

Topics 

• His Value-First Financial Framework™ process 
• Retirement planning strategies
• Tax - efficient investing
• Protecting your wealth 
• Financial Planning for Business Owners
• Market Volatility & Long-term Investing
• Building Wealth with Purpose
• Avoiding common financial mistakes