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.

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  Retirement Planning – From Incubation to Manifestation

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

  This program will focus on the psychological and financial strategies and opportunities that help people transition to retirement.

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  Protecting, Maximizing and Recovering Retirement Accounts

  Laurie Samuels, Retirement Planning Attorney, Abednego Wealth Management

  Audience members will receive education on reaching retirement goals and how to protect retirement accounts from a downside market. Abednego Wealth Management, Inc. does not charge for services nor does it ever hold clients’ funds. “We simply educate you on reaching your retirement goals.”

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  What Happens After the Paychecks Stop? A Retirement Income Primer Seminar

  Roger Smith, Financial Advisor, Edward Jones

  Examine how to budget for retirement expenses, potential sources of retirement income and potential risks such as LTC and health care costs.

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  Raising Money Smart Kids

  Katie Morris, CFP, Financial Advisor, Veritrust Wealth Management

  Learn some simple techniques you can use to train your children (whether they are five or 25) to develop good money habits they can use for the rest of their lives.

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  Women and Investing – Financial Strategies for Women Today

  Ted Buckley, Mooney Lyons Financial Services

  Financial Strategies for Women Today: Every woman, single or married, widowed or divorced — needs to plan ahead for personal and financial security. Women today have careers, start businesses, run households, raise children, and help aging parents. The workshop is designed to help you strengthen your financial future. I’ll have specific information for women who face divorce or widowhood, as well as many other concerns that could directly affect your family’s finances. The presentation offers sound, practical strategies that you can use immediately. MORE >

  We will focus on six key action items designed to help you:
  • Get your financial house in order - Prepare for the unexpected
  • Put your money to work by investing
  • Build a healthy nest egg for retirement
  • Face financial hardship
  • Understand your Social Security options
  • Address estate and legacy issues

  Workbook that contains a wealth of information, including exercises that are designed to help you assess your current situation.

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  Advance Health Care Directives

  Beth Kljajic, Financial Advisor , Westpoint Financial MassMutual

  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.

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  Estate Planning: Protecting Yourself and Your Heirs

  Gregory Kurinec, CFP®, Certified Financial Planner

  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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  Retirement and Taxes: How to Make Your Money Last Longer

  Gregory Kurinec, CFP®, Certified Financial Planner

  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.

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  What’s happening in the Economy?

  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.

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  Retirement Plans: What You Know, What You Think You Know and What You Really Don’t Want To Know

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

  This is an all-inclusive presentation (Think of those all-inclusive resorts!) that was given to the practice managers at the American Association of Orthopedic Executives in April of 2015. The goal was to reaffirm conventional knowledge, educate on present day plan design and fee disclosure issues, and warn of the terror that an IRS/DOL audit will bring upon your house. This presentation is about one hour and is extremely fast paced, informative, and entertaining. MORE >

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