Free Financial Topics in Chicago
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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.
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.
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 >
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.
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
This 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.
For many families college tuition is the largest expense they will face. Unfortunately, most families go into this stage in life uninformed and unprepared. Learn strategies that enable your family to reduce the overall cost of a college education.
This presentation covers the basic concepts of building a financial plan and includes information on: finding your power players, gathering your power pieces, putting all the power pieces together to develop your financial plan, celebrating success and staying on track.
Charlie Munro, Registered Investment Advisor,Adjunct Professor of economics, Wunderlich Wealth Management, Lake Forest Graduate School of Management
A discussion of current events and trends in the US and global economy that can affect your life.
There's a full court press on how one should invest their hard earned money. Active vs. Passive. Mutual Funds vs. ETFs. Stock, bonds and alternatives too. Is one approach superior to the next? Do they fit together? What's the appropriate blend and where does one begin? These are just some of questions we'll cover in a fast based, ambitious environment covering the strategies and considerations needed for any type of market. MORE >