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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Investing for the Future: Considerations and Strategies for Any Type of Market
Krzysztof 'Kris' Garlewicz, CFP, CRPS, Founder, LPL Registered Principal at Prosperifi
Request This Free SpeechThere'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 >
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Managing Expenses with Inconsistent Income
Kyle Bennett, Financial Coach, Prosperity Launch, LLC
Request This Free SpeechWelcome to a crucial journey in financial empowerment. In our presentation we address the unique challenges individuals face when income varies from month to month. We delve into understanding the dynamics of inconsistent income, assessing your financial stability, and equipping you with actionable strategies to regain control over your financial future. MORE >
In this illuminating session, we explore flexible budgeting, building an emergency fund, mastering cash flow management, and navigating the intricate world of debt and credit. Along the way, we'll provide valuable tools, resources, and expert insights to guide you towards financial confidence.Join us as we embark on a transformative journey to financial stability and prosperity. Your financial well-being is our priority, and together, we'll chart a course towards a more secure and prosperous future.
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Protecting, Maximizing and Recovering Retirement Accounts
Laurie Samuels, Retirement Planning Attorney, Abednego Wealth Management
Request This Free SpeechAudience 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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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
Request This Free SpeechWomen 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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How Tax Planning Changes Through Four Stages of Retirement
Ted Buckley, Mooney Lyons Financial Services
Request This Free SpeechDo you know how tax planning changes through different stages of retirement? In retirement, your tax rate may vary widely over the years based on the timing and order in which you use different sources of money to pay for expenses. It is important to apply the tax code in an organized and efficient way. Learn how to create a retirement tax strategy. MORE >
You will learn:
• The critical tax questions to answer before retirement.
• The surprises that often make retirement more expensive.
• The four stages of retirement and important tax actions in each stage, including tricky IRA challenges.
• Mistakes to avoid when it comes to investments, health care, and estate planning. -
Making Retirement Plans Work For You
Sanford J. Prizant, President, The Prizant Group, Ltd.
Request This Free SpeechIn 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. -
Avoiding Financial Pitfalls
Katie Morris, CFP, Financial Advisor, Veritrust Wealth Management
Request This Free SpeechLearn the most common money mistakes made by intelligent people, and the little known strategies for avoiding them.
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What Happens After the Paychecks Stop? A Retirement Income Primer Seminar
Roger Smith, Financial Advisor, Edward Jones
Request This Free SpeechExamine 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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Retirement Planning – From Incubation to Manifestation
Karen L. DeRose, Certified Financial Planner, DeRose Financial Planning Group
Request This Free SpeechThis program will focus on the psychological and financial strategies and opportunities that help people transition to retirement.
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Retirement and Taxes: How to Make Your Money Last Longer
Gregory Kurinec, CFP®, Certified Financial Planner
Request This Free SpeechIf 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.