Free Financial Topics in Chicago

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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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  • Understanding Social Security: A Look at the Bigger Picture

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

    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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  • 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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  • 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 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.
    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.
    MORE >

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  • Your Prosperity Picture – A Five Step Program to: Manage your Money, Design Your Life, Create Your Future

    Karen L. DeRose, Certified Financial Planner, DeRose Financial Planning Group

    Women are often conflicted about money. On one hand, they're more financially powerful than they ever have been, according to the Federal Reserve, controlling 51% of all wealth in the United States.1 On the other hand, 60% of them describe their investing and planning skills as "below average."2 MORE >

    "Your Prosperity Picture" seeks to help financial advisors build assets by bridging that divide with an entertaining, interactive, and inspirational approach rarely seen in the industry. Attendees are introduced to the key steps to creating prosperity, participate in five interactive discussions, and work with a unique hands-on visualization tool to help them connect their money with their lives. They leave armed with tools to potentially see personal financial management as a powerful means to a desirable end, see themselves as worthy, capable managers, and see their financial advisor as a valuable partner in helping them get there.

    1. Financial Advisor magazine, "Financial Advisors Need to Focus More on Female Clients," by Mike Byrnes, December 2012. Used with permission.

    2. Real Simple magazine "Women and Money," by Geraldine Sealey, September, 2012.

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  • Making Retirement Plans Work For You

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

    In the secretive world of ERISA (Employees Retirement Income Security Act of 1974), the Federal government allows employers to "Massage" profit sharing/401(k) plans to focus the company tax-deductible contributions for the benefit of a few or many. Depending on demographics, available cash flow, and desire to reward certain employees/owners; these Qualified Retirement Plans can be used as a "Tax Shelter" or additional employee benefit. MORE >

    The design of the plan is paramount and the vast majority of plan sponsors are "Clueless" in their ability to target certain individuals for different annual company contributions. In this presentation, we talk about how you do it, what it will cost, and how you communicate to your employees.
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  • Wealth Management 101

    Ted Buckley, Mooney Lyons Financial Services

    Changing political climates, subtle market shifts, and surprising opportunities require investors to stay informed and get the latest news and information on trends and financial strategies.

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