Free Financial Topics in Chicago
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Nearly every retiree struggles with decisions regarding social security. When is the best time to take Social Security? What are some tips for maximizing benefits? How will the social security changes affect me? What strategy should I consider ?
If you're nearing retirement or already retired you need to understand how taxes (including the new 2018 changes) impact your retirement income, as it may be possible for you to pay less in taxes on your hard-earned dollars. Since each person's tax situation is unique, and the tax rules can change year to year, it can be challenging to get accurate and timely information. That is why we've developed a special seminar to help people navigate the retirement tax maze. MORE >Our seminar will equip you with the most up-to-date and comprehensive information regarding retirement taxation, including ways to efficiently harvest your income sources- whether they are Social Security, 401(k)/IRA, other sources, or a combination of them all.
This program will help attendees evaluate their readiness for retirement with several self-evaluation exercises. Once the evaluations are complete attendees will be introduced to the Ten Critical Questions. These are the questions that every retiree must answer before embarking on a successful retirement.
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!
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.
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.
The Conversation Project toolkit provides a great starting point to completing an Advance Health Care Directive. We will discuss, interactively, the reasons these instruments are needed, what the goals of them are and that they are dynamic instruments that can be changed as desired. MORE >I add tools to help this whole conversation become more than just a heavy burden; fun games, books, raffles, TV shows and more liven it up and bring everyone out of their shells.