Free Financial Speakers in Chicago
It’s as easy as 1, 2, 3, 4: Browse for a speaker, Click the speakers name or “More” to review the topics available, 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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Laurie Samuels
Retirement Planning Attorney, Abednego Wealth Management
SPEAKER CATEGORY: Financial
Laurie works to educate individuals that are in or nearing retirement on ways to protect and maximize their retirement accounts and other assets; minimize taxes and avoid IRS penalties associated with retirement accounts; and prepare estate planning docum
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Katie Morris, CFP
Financial Advisor, Veritrust Wealth Management
SPEAKER CATEGORY: Financial
Katie Morris is a CERTIFIED FINANCIAL PLANNER professional and co-founder of Veritrust Wealth Management. An 11-year industry veteran, Katie graduated with honors from Illinois Wesleyan University, earning a B.A. in Economics. Katie works extensively with
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Karen L. DeRose
Certified Financial Planner, DeRose Financial Planning Group
SPEAKER CATEGORY: Financial
Karen is Managing Partner of DeRose Financial Planning Group, a premier fee-based financial planning and wealth management firm that helps clients create the life they value and the legacy they envision. Her clients include business owners, executives, an
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David R. Nielsen
President, Big Wave Advisors
SPEAKER CATEGORY: Financial
David Nielsen is founder and President of Big Wave Advisors Inc. A visionary, an innovator and a gifted conceptual thinker, he has over 30 years experience as a money manager, trader and now financial coach to individuals and businesses alike. David has w
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