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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Riding the Wave
David R. Nielsen, President, Big Wave Advisors
Request This Free SpeechCan the study of ocean waves can help forecast financial markets? As with waves on the ocean, financial market activity ebbs & flows in cycles that repeat. David developed a method that forecasts financial markets with proven precision. This talk will debunk traditional investment principals and give you a completely new insight into investing.
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Disinheriting Uncle Sam – Estate Planning for Illinois Residents
Laurence Kline, Attorney, Hoogendoorn & Talbot LLP
Request This Free SpeechWith 40 years of experience, Kline explains how Illinois residents should plan their estates to minimize taxes, avoid probate and dispose of assets.
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Reliable Investing: Is It Possible?
Renee N. Duba, Founder, Sonder Private Wealth Management
Request This Free SpeechIs 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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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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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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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’s happening in the Economy?
Charlie Munro, Registered Investment Advisor,Adjunct Professor of economics, Wunderlich Wealth Management, Lake Forest Graduate School of Management
Request This Free SpeechA discussion of current events and trends in the US and global economy that can affect your life.
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Retired – What do you want to do for the next 30 Years?
Ted Buckley, Mooney Lyons Financial Services
Request This Free SpeechAre you anxious about the day-to-day change of no longer working? Even if you have been retired for years, you can still uncover areas that are NOT about the money that can surprise you. If you are single, widowed, or divorced this workshop can also point you in the right direction for your retirement. Discussion on all aspects of retirement except the money. You will complete a free workbook in this seminar to develop a game plan just for you! MORE >
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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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Women and Investing – Financial Strategies for Women Today
Ted Buckley, Mooney Lyons Financial Services
Request This Free SpeechFinancial 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 issuesWorkbook that contains a wealth of information, including exercises that are designed to help you assess your current situation.