Gregory Kurinec, CFP®, MRFC


Free Financial Speaker in Chicago

  • Essentials of Estate Planning

    TOPIC CATEGORY: Financial

    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: MORE >

    • 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.

    Request This Free Speech
  • Understanding Social Security: A Look at the Bigger Picture

    TOPIC CATEGORY: Financial

    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: MORE >

    • 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!

    Request This Free Speech
  • Restoring Our Lives After COVID-19


    In this presentation, we discuss a three step plan that will help to get you back on track with your financial lives after this global pandemic. We will also discuss what you can do to remain vigilant and hold yourself accountable.

    Request This Free Speech
  • Preparing for Retirement After Corona Virus


    There are lots of things to consider before you decide to retire. With the introduction of a global pandemic, Corona Virus, there are now even more uncertainty. Some of these new questions for those in Retirement or about to Retire are: MORE >

    Planning for Income
    How do market shocks impact your retirement income? Will this become more common?

    Planning for Risks
    How will where you live, risk your quality of life?
    Access vs Density Risk?

    Planning for Your Family
    With the unknowns of the Corona Virus, have you expressed your wishes in a WILL, or left it up to the
    state? Now is the time to review!

    Request This Free Speech
  • Tax Planning in Retirement

    TOPIC CATEGORY: Financial

    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. MORE >

    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.
    Request This Free Speech
  • Can You Afford to Retire?

    TOPIC CATEGORY: Financial

    This program will help attendees evaluate their readiness for retirement with several self-evaluation exercises. Once the evaluations are complete attendees will be introduced to the Ten Critical Questions. These are the questions that every retiree must answer before embarking on a successful retirement.

    Request This Free Speech