Free Financial Topics in Chicago

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  • Wills, Trusts and What Every Family Needs To Know About Estate Planning

    Robert J. Varak, Law Offices of Robert J. Varak

    Most people know that they should have a will, but why? When should you have your first will drafted? What is the difference between a will and a trust? How do I make sure that my children will be taken care of in the event of a family tragedy? What is probate and how does it work? I will give direct, understandable answers to these questions and any others you might have about the world of estate planning. MORE >

    Attendees will leave this talk knowing all the basics of the estate planning process, how to go about finding a qualified attorney, what is involved on their part and how much the process should cost them. It's the perfect one-stop primer to learn about wills, trusts, guardianship, powers of attorney and other sometimes intimidating but universally important topics.
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  • Back to Basics – 4 Areas to Secure Your Financial Well-Being

    Robb Hill, Founder/President, R Hill Enterprises Inc

    According to the Social Security Administration: 94% of the Baby-boomers are not prepared for retirement. The sad reality is that retirement is a financial position not an age. Far too many people think of retirement in terms of time however; that is only half of the equation. MORE >

    Retirement is time+money and so many people miss the second part “money”. There are many reasons for this bleak statistic however, there is only one solution: EDUCATION! We need your help in sharing with as many people as possible the information that can change this statistic.

    We offer a series of 4 lectures designed to equip the attendees with enough information to make informed decisions in the areas of Wills & Trusts, Long-Term Care, Safe Alternatives to the Stock Market and Final Expense.

    For the highest quality educational lectures in personal finance; the most trusted name in Illinois is R Hill Enterprises, Inc. Prominent organizations such as AARP, Manor Care Corporation, and the National Association of Retired Federal Employees have featured these very lectures and workshops and they have also been presented at many National Credit Unions and Fortune 500 companies.

    There are many proven strategies that will aid in keeping more of our assets in our families and away from the government. These lectures are limited to a maximum of 30 participants in order to facilitate interaction between the audience and the speaker(s).

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  • The Retirement Transition Window: Don’t Get Shut Out !

    Tom Kedzie, Financial Planner, Lincoln Financial Advisors

    The "transition window" is from age 62 to 70. During this period of your life, you will need to make a variety of decisions- some of which are irrevocable. A wrong decision will follow you throughout retirement! These decisions include Social Security elections, Medicare enrollment, and company retirement distributions options, to name a few. Learn how to manage this "transition window" so you will have a successful retirement. MORE >

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  • Financial Literacy – The Basics

    Renee N. Duba, Founder, Sonder Private Wealth Management

    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.
    MORE >

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  • Retirement Investment Strategies – Managing Your Investments During Retirement

    Ted Buckley, Mooney Lyons Financial Services

    You’ve worked hard and saved diligently throughout your career. Now you deserve to relax and enjoy the fruits of your labor. But have you considered the possibility that your retirement savings may not sustain the lifestyle you’ve always dreamed of? Focus on strategies for: MORE >

    - Calculating the cost of retirement
    - Investing for growth potential, income, and stability
    - Managing taxes and defending against the effects of inflation
    - Allocating your assets to match your investment profile and goals
    - Managing investment risk while maintaining growth potential
    - Potentially avoiding common pitfalls faxed by today’s retirees

    Mutual funds and variable annuities are sold by prospectus. Please consider the investment objectives, risks, charges, and expenses carefully before investing. The prospectus, which contains this and other information about the mutual fund or the variable annuity contract and the underlying investment options, can be obtained from your financial professional. Be sure to read the prospectus carefully before deciding whether to invest.

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  • The Fee Evolution

    Sanford J. Prizant, President, The Prizant Group, Ltd.

    Over the past 35 years, the 401(k)/403(b) have replaced the traditional pension plans as the main source of retirement income for the populace. Unfortunately, due to the greed of Wall Street, Insurance Companies, Mutual Fund Purveyors and Investment Advisors; the paycheck by paycheck contributions made by the workers have been "Eaten Up" by excessive fees. MORE >

    For example, you have your 401(k) with an insurance company and quietly, every day that vendor is nipping at your account for close to 2.5% annually in fees. Thus, your S&P 500 Index fund returns 4% instead of 6.5% and that goes on year after year. The participant has no clue and the plan sponsor is not paying attention. New ERISA fee disclosure rules enacted in 2012 (408(b)2/404(a)5) were supposed to have solve this problem. Alas, the providers have made sure that figuring out your plan's cost is about as easy as learning a new foreign language (My apologies to Roseatta Stone!).

    After my presentation, you will know what they are, how they are hidden,and how to remedy the situation.

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  • Essentials of Estate Planning

    Gregory Kurinec, CFP®, MRFC, Bentron Financial Group, Inc.

    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.

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  • The Myths & Facts about Reverse Mortgages: What You Need to Know

    Mike Wyrostek, Regional Account Manager, Reverse Mortgage Funding

    As reverse mortgages grow in popularity, so have the misconceptions or myths about these unique loans. This presentation will review these myths, discuss the facts and go over the benefits a Reverse can have in keeping people financially secure through retirement.

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  • The Stock Market and Major Events since 1941

    Michael Magnuson, Wealth Manager, Lincoln Financial Advisors

    Learn the trends of the stock market during major events in history. Find out how to benefit from a long-term perspective and how to become a winning investor.

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  • Money in Politics

    Nic Zito, Entrepreneur and Elected Official, NicZito.com

    The truth about money in politics from an elected official. What influence does it have and how much does it cost to run? Real numbers

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