Free Financial Topics in Chicago

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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.

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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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  • Unlocking Social Security: Strategies for a Confident Retirement

    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 Benefits

    Learn what you need to know to maximize the benefits you have earned!

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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

    *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.
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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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  • 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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  • Protecting, Maximizing and Recovering Retirement Accounts

    Laurie Samuels, Retirement Planning Attorney, Abednego Wealth Management

    Audience members will receive education on reaching retirement goals and how to protect retirement accounts from a downside market. Abednego Wealth Management, Inc. does not charge for services nor does it ever hold clients’ funds. “We simply educate you on reaching your retirement goals.”

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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.
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  • Estate Planning: Protecting Yourself and Your Heirs

    Gregory Kurinec, CFP®, Certified Financial Planner

    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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