Free Financial Topics in Chicago
It’s as easy as 1, 2, 3: Browse for a topic, 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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Wills, Trusts and What Every Family Needs To Know About Estate Planning
Robert J. Varak, Law Offices of Robert J. Varak
*COVID-19 Update* I have conducted several online webinars and Zoom-based conferences for small groups and would be happy to do so for your organization as well. 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. -
Seeking alpha: What accredited investors and aspiring accredited investors need to succeed
Terry Nugent, Partner, AlphasNext, LLC
In this session, you will learn about alternative investment opportunities from the perspective of an experienced accredited investor. Topics include: What are the most popular types of investment among accredited investors? What are the risks and potential rewards? How does an individual investor evaluate opportunities?
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Estate Planning: Get Your Financial Affairs in Order
Tom Kedzie CFP®, MBA, Financial Planner, RetireWell
In this presentation you will learn:
* How to keep your house out of probate.
* Find out what happens if you don't have a will.
* How to use a revocable living trust.
* Why you need a power of attorney for healthcare and property. -
Understanding Social Security: A Look at the Bigger Picture
Gregory Kurinec, CFP®, Certified Financial Planner
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 BenefitsLearn what you need to know to maximize the benefits you have earned!
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The Retirement Transition Window: Don’t Get Shut Out!
Tom Kedzie CFP®, MBA, Financial Planner, RetireWell
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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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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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. MORE >
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.
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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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How Tax Planning Changes Through Four Stages of Retirement
Ted Buckley, Mooney Lyons Financial Services
Do you know how tax planning changes through different stages of retirement? In retirement, your tax rate may vary widely over the years based on the timing and order in which you use different sources of money to pay for expenses. It is important to apply the tax code in an organized and efficient way. Learn how to create a retirement tax strategy. MORE >
You will learn:
• The critical tax questions to answer before retirement.
• The surprises that often make retirement more expensive.
• The four stages of retirement and important tax actions in each stage, including tricky IRA challenges.
• Mistakes to avoid when it comes to investments, health care, and estate planning. -
Reliable Investing: Is It Possible?
Renee N. Duba, Founder, Sonder Private Wealth Management
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.