The common thread that runs through Greg Kurinec’s life is joy in serving others. As a young boy, it came in the form of helping a neighbor by shoveling snow, mowing a lawn or just bringing in their garbage cans. More recently, it was launching a not-for-profit organization that supports families affected by cancer.
Even better, Greg gets to apply his passion through his work. Since launching his career in 2006, he has helped people at or near retirement. through investment advising, estate planning, risk management and watching out for their overall financial well-being.
A lifelong resident of Orland Park, Greg is a graduate of Purdue University’s College of Consumer and Family Sciences, having earned degrees in Financial Planning and Counseling, as well as Selling and Sales Management. Among the largest of its kind, the College of Consumer and Family Sciences instills in students the paramount importance of forming healthy relationships with families and consumers.
Greg is a CERTIFIED FINANCIAL PLANNER™. CFP® professionals must pass the comprehensive CFP® Certification Examination, pass CFP Board's Fitness Standards for Candidates and Professionals Eligible for Reinstatement, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards which spell out what clients should be able to reasonably expect from the financial planning engagement.
Through his firm, Pennant Planning, Greg has educated the public through common concerns—as well as unique circumstances—that have arisen from serving clients on the financial frontlines Greg has also served as an expert source and been quoted in publications ranging from Consumer Affairs and US News and World Reports to Newsday and The Wall Street Journal.
In 2012, after his mother, Jeanne, lost her life to cancer, Greg founded “Jeanne’s Journey for Hope” to help other families battle the disease in its many forms. Since then, the foundation has raised nearly $100,000 to help families pay hospital and medical bills or as income replacement if the disease has resulted in a loss of employment.
Securities and advisory services through Independent Financial Group, LLC, a registered broker-dealer and investment advisor. Member FINRA and SIPC. Gregory J Kurinec, CFP®. is not affiliated with Independent Financial Group, LLC. OSJ: 12671 High Bluff Dr., Suite 200, San Diego, CA 92130
3 topics · no fee, no honorarium, no mileage
Review available topics below. Use the “Request This Free Speech” button and fill out the contact form. Gregory contacts you to discuss the details of the request.
If you're nearing retirement or already retired you need to understand how taxes (including the new 2018 changes) impact your retirement income, as it may be possible for you to pay less in taxes on your hard-earned dollars. Since each person's tax situation is unique, and the tax rules can change year to year, it can be challenging to get accurate and timely information. That is why we've developed a special seminar to help people navigate the retirement tax maze.
Our seminar will equip you with the most up-to-date and comprehensive information regarding retirement taxation, including ways to efficiently harvest your income sources- whether they are Social Security, 401(k)/IRA, other sources, or a combination of them all.
Are you or someone you know ready to begin receiving Social Security? If you are going to collect Social Security benefits in the next 10 years you should attend this educational session. In this session, you will learn:
• When to take benefits - sooner or later?
• Working while getting benefits
• Taxation and Social Security
• Spousal Benefits
Learn what you need to know to maximize the benefits you have earned!
Essentials of Estate Planning covers the estate planning process from beginning to end. We will look closely at the need to plan, the most common planning techniques and the documents used in the planning process. The class will explain the difference between a will and a trust and will give attendees an understanding of:
• Probate
• Wills vs. Trusts
• Power of Attorney for Healthcare & Financial matters
• Guardianship Appointments
At the end of this class attendees will have a thorough understanding of what steps they need to take to protect their spouse and heirs.
Free Speakers Chicago is a pro bono speakers bureau. Since 1996, our speakers have given free presentations to Rotary clubs, libraries, schools, and community groups across the Chicago area. Browse the full list to book a free guest speaker in Chicago, or learn more about how it works.
