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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  • The Retirement Transition Window: Don’t Get Shut Out !

    Tom Kedzie, Financial Planner, Lincoln Financial Advisors

    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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  • Essentials of Estate Planning

    Gregory Kurinec, CFP®, MRFC, Bentron Financial Group, Inc.

    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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  • 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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  • 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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  • 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.

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  • Solving the Social Security Puzzle

    Ted Buckley, Mooney Lyons Financial Services

    What 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 >

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  • The Last Tax Shelter Standing

    Sanford J. Prizant, President, The Prizant Group, Ltd.

    ERISA qualified retirement plans (i.e. Profit Sharing/401(k)/Cash Balance-Defined Benefit) are really the only "IRS Blessed" tax shelters still available to the common person. The Alternative Minimum Tax has taken away most deductions except for mortgage interest, real estate taxes, and charitable deductions. MORE >

    A business owner, law partner, or medical professional can "shelter" an extraordinary amount of taxable income by funding an ERISA approved plan for their business entity. Of course, if one has employees, they must receive a certain level of contribution. Thus, it is always a questions of does the benefit to the owner(s) outweigh the costs to the "rank and file."
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  • Don’t Pay the College Sticker Price!

    Joseph Orsolini, President, College Aid Planners, Inc.

    For most families college tuition is the largest expense they will face. Unfortunately, many families go into this stage in life uninformed and unprepared. Learn strategies that enable families of all income levels (not just low or moderate‐income) to make a college education more affordable and less of a financial burden.

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