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.
-
The Retirement Transition Window: Don’t Get Shut Out !
Tom Kedzie, Financial Planner, Lincoln Financial Advisors
Request This Free SpeechThe "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 >
-
Wills, Trusts and What Every Family Needs To Know About Estate Planning
Robert J. Varak, Law Offices of Robert J. Varak
Request This Free SpeechMost 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. -
Back to Basics – 4 Areas to Secure Your Financial Well-Being
Robb Hill, Founder/President, R Hill Enterprises Inc
Request This Free SpeechAccording 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).
-
The Fee Evolution
Sanford J. Prizant, President, The Prizant Group, Ltd.
Request This Free SpeechOver 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.
-
Retirement Investment Strategies – Managing Your Investments During Retirement
Ted Buckley, Mooney Lyons Financial Services
Request This Free SpeechYou’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 retireesMutual 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.
-
Stop Learn and Listen! Don’t Make These Financial Mistakes!
Julie Tomek Campo, Julie's Personal Money Management
Request This Free SpeechAre 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 >
-
Solving the Social Security Puzzle
Ted Buckley, Mooney Lyons Financial Services
Request This Free SpeechWhat you need to know before you claim - We’ll answer 5 commonly misunderstood questions everyone wants to know. Will Social Security be there when I am ready? How to find out about your benefits? Will Social Security be enough to live on in retirement? How much will I receive? What’s the best time and way for me to claim ?
MORE > -
Riding the Wave
David R. Nielsen, President, Big Wave Advisors
Request This Free SpeechCan the study of ocean waves can help forecast financial markets? As with waves on the ocean, financial market activity ebbs & flows in cycles that repeat. David developed a method that forecasts financial markets with proven precision. This talk will debunk traditional investment principals and give you a completely new insight into investing.
-
Money Freedom – Three Secrets to Financial Success
Sharon Case, President and the Owner, Case Wealth Management and Financial Services
Request This Free SpeechThis presentation can be done in one hour or it can be presented as a half day workshop. It is intended for a female audience and is an interactive program providing: MORE >
• Insight regarding what your BIG life goals are and how to write SMART financial goals.
• Knowledge of how to develop your own Spending Plan (budget) and how to stick to it!
• An awareness of where your money goes every month and how to “pay yourself first.”
• An understanding of the best way to invest your long term money based on your risk tolerance. -
What Happens After the Paychecks Stop? A Retirement Income Primer Seminar
Roger Smith, Financial Advisor, Edward Jones
Request This Free SpeechExamine how to budget for retirement expenses, potential sources of retirement income and potential risks such as LTC and health care costs.