Free Educational Topics in Chicago

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Now the speaker will contact you in the next few days to coordinate details.

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  Proactive Planning When Living with a Chronic Medical Condition

  Matthew Margolis, Partner, Margolis Weldon LLC

  Learn about the vast importance of powers of attorney and why they are much more desirable than a guardianship. Understand that powers of attorney from the internet are not the right fit for most people and the advantage of having them drafted by an attorney who understands the needs of disabled individuals. Learn that a will simply isn’t enough. Leave with a better understanding of the differences between revocable and irrevocable trusts and how they differ when it comes to asset protection planning. MORE >

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  The History Connected to Celebrating Certain Days of the Year

  Marcella Davis, Retired CPS Teacher

  Human beings are social beings. We have certain aspects in our lives that re-enforce our commonality as people. One of those aspects is the celebration of certain times during the year. However, most of us celebrate those days, without really understanding the reason for making those days special, or why we eat certain foods on those days. MORE >

  For instance, Halloween is celebrated by wearing spooky costumes, telling ghost stories, or decorating with pictures of witches and goblins. We carve pumpkins, and go trick or treating. Every one of those aspects in the celebration of Halloween is tied to a belief, or a historical reason.

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  Planning for Old Age is Fun! Said No One Ever.

  Renee N. Duba, Founder, Sonder Private Wealth Management

  "Live fast and hard, die young and have a good looking carcass!" Noel Duba, my father. MORE >

  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.

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  Targeting Colleges for Affordability

  Joseph Orsolini, President, College Aid Planners, Inc.

  The presentation will focus on strategies to target colleges for merit-based financial aid. Armed with this understanding and knowledge of the college aid process, a college education may become more affordable.

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  You Just Don’t Understand

  Trisha Svehla, President, Managing the Mosaic

  Trisha explores the unique differences of communication styles between men and women and how to bridge the gap.

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  Building High Performance Teams

  Bob Miller, Founder and CEO, PFCC Group

  High performance teams don't just happen. They require good leadership and a good operational game plan that includes shared vision, the right people, personal commitment and accountability.

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  So you want to run for office?

  Nic Zito, Entrepreneur and Elected Official, NicZito.com

  Have you ever thought of getting involved in local politics by running for a position? Learn from my story of how I tangibly got involved in my local community and won election.

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  How to Stay in Your Home as Long as Possible and How to Plan for it When You Can’t

  Matthew Margolis, Partner, Margolis Weldon LLC

  Learn about the importance of Powers of Attorney, especially as we age. We will discuss the various caretakers one can hire in the home and how to pay for them, knowing that things might need to change when the money starts to run low. Learn about the various long term care communities and their pay structure as well as the available benefits that can be applied for (both in the home and in long term care communities). MORE >

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  Get It, Check It, Know Who Has Seen It

  Chris Heuman, Practice Leader, RISC Management and Consulting, LLC

  The Health Insurance Portability & Accountability Act of 1996 or HIPAA is a federal law that sets rules about who can view and receive your Protected Health Information or PHI. This law gives you rights over your health information and when it can be shared. MORE >

  In addition, HIPAA requires your physicians, pharmacists and other health care providers, and your health plan to explain your rights and how your health information can be used or shared. Most of us believe that our medical and other health information is private and should be protected, and we want to know who has this information.

  You will learn about historical information, important terminology, sharing health information with family members and friends, and understand your health information privacy as a consumer.

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  Making Cents of College Costs

  Joseph Orsolini, President, College Aid Planners, Inc.

  For most families college tuition is the largest expense they will face. Unfortunately, many families go into this stage in life uninformed and unprepared. Learn strategies that enable families of all income levels (not just low or moderate‐income) to make a college education more affordable and less of a financial burden.

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