With over 30 years of experience, Sonder Wealth provides high-quality, holistic, and unbiased fee-only financial planning and investment management services to families, business owners, and non-profit organizations. In concert with your other advisors, Sonder Wealth can address the entire spectrum of challenging financial issues you may be facing today. From growing to preserving wealth, funding higher education and retirement, transitioning your business or leaving a legacy, Sonder has the professional services to design a plan for the road ahead.
Investment advisory services offered through Mutual Advisors, LLC DBA Sonder Private Wealth Management, a SEC registered investment adviser.
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. Renee contacts you to discuss the details of the request.
We live in a world now where the responsibility for a lifetime of financial well-being rests solely in our own hands. The increasing complexity of the financial choices and decisions we face have exposed a dismal reality: most folks do not have an adequate understanding of the financial principals, behaviors and attitudes that will foster financial well-being.
In this interactive presentation, we discuss what financial literacy means and why it’s critically important for a life of financial security and enjoyment. Topics include the components of literacy and basic principles upon which attendees can learn to gain control over day to day financial matters, build for retirement, and enjoy the things in life they love today.
This is an intro to a series of presentations that include Budget Building, Retirement Planning and Investing. Can be customized for your organization.
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.
"Live fast and hard, die young and have a good looking carcass!" Noel Duba, my father.
It really does seem as though no one plans for what may happen as they age. If you have ever cared for an aging parent, then you know how important having a plan for aging can be. This fun, somewhat irreverent talk will provide audience members with a complete guide to establishing a plan for aging that will support family and caregivers should the time come. We will cover the legal, financial and other issues that make up the components of a good plan.
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.
