Free Financial Topics in Chicago
It’s as easy as 1, 2, 3: Browse for a topic, Click the orange request button, Fill out the contact form.
Now the speaker will contact you in the next few days to coordinate details.
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Avoiding Financial Pitfalls
Katie Morris, CFP, Financial Advisor, Veritrust Wealth Management
Learn the most common money mistakes made by intelligent people, and the little known strategies for avoiding them.
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Reliable Investing: Is It Possible?
Renee N. Duba, Founder, Sonder Private Wealth Management
Is it possible to build a reliable investment portfolio in today's market environment? This talk discusses what a reliable portfolio is, and how one might change their thought process when it comes to saving and investing.
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What Happens After the Paychecks Stop? A Retirement Income Primer Seminar
Roger Smith, Financial Advisor, Edward Jones
Examine how to budget for retirement expenses, potential sources of retirement income and potential risks such as LTC and health care costs.
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Riding the Wave
David R. Nielsen, President, Big Wave Advisors
Can the study of ocean waves can help forecast financial markets? As with waves on the ocean, financial market activity ebbs & flows in cycles that repeat. David developed a method that forecasts financial markets with proven precision. This talk will debunk traditional investment principals and give you a completely new insight into investing.
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How the Illinois Foreclosure Process Works
Bryan Sims, President, Sims Law Firm, Ltd.
Bryan presents information on the foreclosure process in Illinois, including typical timelines and what one can expect during a foreclosure action.
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Women and Investing – Financial Strategies for Women Today
Ted Buckley, Mooney Lyons Financial Services
Financial Strategies for Women Today: Every woman, single or married, widowed or divorced — needs to plan ahead for personal and financial security. Women today have careers, start businesses, run households, raise children, and help aging parents. The workshop is designed to help you strengthen your financial future. I’ll have specific information for women who face divorce or widowhood, as well as many other concerns that could directly affect your family’s finances. The presentation offers sound, practical strategies that you can use immediately.
We will focus on six key action items designed to help you:
• Get your financial house in order - Prepare for the unexpected
• Put your money to work by investing
• Build a healthy nest egg for retirement
• Face financial hardship
• Understand your Social Security options
• Address estate and legacy issues
Workbook that contains a wealth of information, including exercises that are designed to help you assess your current situation. MORE > -
Making Retirement Plans Work For You
Sanford J. Prizant, President, The Prizant Group, Ltd.
In the secretive world of ERISA (Employees Retirement Income Security Act of 1974), the Federal government allows employers to "Massage" profit sharing/401(k) plans to focus the company tax-deductible contributions for the benefit of a few or many. Depending on demographics, available cash flow, and desire to reward certain employees/owners; these Qualified Retirement Plans can be used as a "Tax Shelter" or additional employee benefit. MORE >
The design of the plan is paramount and the vast majority of plan sponsors are "Clueless" in their ability to target certain individuals for different annual company contributions. In this presentation, we talk about how you do it, what it will cost, and how you communicate to your employees. -
The Myths & Facts about Reverse Mortgages: What You Need to Know
Mike Wyrostek, Regional Account Manager, Reverse Mortgage Funding
As reverse mortgages grow in popularity, so have the misconceptions or myths about these unique loans. This presentation will review these myths, discuss the facts and go over the benefits a Reverse can have in keeping people financially secure through retirement.
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Raising Money Smart Kids
Katie Morris, CFP, Financial Advisor, Veritrust Wealth Management
Learn some simple techniques you can use to train your children (whether they are five or 25) to develop good money habits they can use for the rest of their lives.
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Retirement Plans: What You Know, What You Think You Know and What You Really Don’t Want To Know
Sanford J. Prizant, President, The Prizant Group, Ltd.
This is an all-inclusive presentation (Think of those all-inclusive resorts!) that was given to the practice managers at the American Association of Orthopedic Executives in April of 2015. The goal was to reaffirm conventional knowledge, educate on present day plan design and fee disclosure issues, and warn of the terror that an IRS/DOL audit will bring upon your house. This presentation is about one hour and is extremely fast paced, informative, and entertaining. MORE >