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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  Can You Afford to Retire?

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

  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.

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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

  There'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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  How the Illinois Foreclosure Process Works

  Bryan Sims, President, Sims Law Firm, Ltd.

  Bryan presents information on the foreclosure process in Illinois, including typical timelines and what one can expect during a foreclosure action.

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  Don’t Pay the College Sticker Price!

  Joseph Orsolini, President, College Aid Planners, Inc.

  For most families college tuition is the largest expense they will face. Unfortunately, many families go into this stage in life uninformed and unprepared. Learn strategies that enable families of all income levels (not just low or moderate‐income) to make a college education more affordable and less of a financial burden.

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  The Myths & Facts about Reverse Mortgages: What You Need to Know

  Mike Wyrostek, Regional Account Manager, Reverse Mortgage Funding

  As reverse mortgages grow in popularity, so have the misconceptions or myths about these unique loans. This presentation will review these myths, discuss the facts and go over the benefits a Reverse can have in keeping people financially secure through retirement.

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  Riding the Wave

  David R. Nielsen, President, Big Wave Advisors

  Can 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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  Advance Health Care Directives

  Beth Kljajic, Financial Advisor , New York Life Insurance

  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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  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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  The Last Tax Shelter Standing

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

  ERISA qualified retirement plans (i.e. Profit Sharing/401(k)/Cash Balance-Defined Benefit) are really the only "IRS Blessed" tax shelters still available to the common person. The Alternative Minimum Tax has taken away most deductions except for mortgage interest, real estate taxes, and charitable deductions. MORE >

  A business owner, law partner, or medical professional can "shelter" an extraordinary amount of taxable income by funding an ERISA approved plan for their business entity. Of course, if one has employees, they must receive a certain level of contribution. Thus, it is always a questions of does the benefit to the owner(s) outweigh the costs to the "rank and file."

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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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