Free Financial Topics in Chicago

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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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  • 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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  • 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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  • Stop Learn and Listen! Don’t Make These Financial Mistakes!

    Julie Tomek Campo, Julie's Personal Money Management

    Are you a woman who is contemplating divorce? Going through a divorce? Finishing up a divorce? Post divorce? There are many general financial rules of what to do before, during, and after a divorce. I will provide you the exact steps one by one of each stage in great detail. Make sure you know what is going on. It can affect you for the rest of your happy life. MORE >

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  • Taking Control – Financial Strategies for Women

    Ted Buckley, Mooney Lyons Financial Services

    Women today have careers, start businesses, run households, raise children, and help aging parents. These competing priorities can get in the way of planning for a comfortable financial future. But by taking care of yourself financially, you may be able to take better care of the ones you love. MORE >

    The educational presentation is designed to help you strengthen your financial future and covers these important action items:

    - Getting your financial house in order
    - Preparing for the unexpected
    - Putting your money to work by investing
    - Building a healthy nest egg for retirement
    - Facing financial hardship
    - Addressing estate and legacy issues

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  • Lessons Learned Seminar

    Laurie Hackler, Financial Advisor, The Corner Office – Wealth Management

    The Lessons Learned seminar focuses on five key investment principles: Every investment has risks, even cash; Diversification is not dead - it's just misunderstood; Not all bonds - or bond funds - are created equal; Yes, it's still stocks for the long run; and Investing abroad shouldn't be a foreign experience MORE >

    These lessons are designed to educate you about the stock market so you can better prepare for the future.
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  • How To Create Wealth… Unlocking Secrets To Prosperity

    Robb Thompson, President & Founder, Progressive Life

    Do you want to know how to create wealth? Do you have the habits and the right people in your life to take you there? Learn how to create those 2 elements in your life in order to become successful.

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  • My brain made me do it

    Laurie Hackler, Financial Advisor, The Corner Office – Wealth Management

    Many people assume that they are always thinking logically and, when presented with the facts, are sure to see a situation clearly. In actuality, people are irrational; they rely on emotion, which often trumps logic. This seminar addresses investor tendencies and offers suggestions on how to avoid six common investor mistakes.

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  • How the Illinois Foreclosure Process Works

    Bryan Sims, President, Sims Law Firm, Ltd.

    Bryan presents information on the foreclosure process in Illinois, including typical timelines and what one can expect during a foreclosure action.

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