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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The Myths & Facts about Reverse Mortgages: What You Need to Know
Mike Wyrostek, Regional Account Manager, Reverse Mortgage Funding
Request This Free SpeechAs 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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The Stock Market and Major Events since 1941
Michael Magnuson, Wealth Manager, Lincoln Financial Advisors
Request This Free SpeechLearn the trends of the stock market during major events in history. Find out how to benefit from a long-term perspective and how to become a winning investor.
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Taking Control – Financial Strategies for Women
Ted Buckley, Mooney Lyons Financial Services
Request This Free SpeechWomen today have careers, start businesses, run households, raise children, and help aging parents. These competing priorities can get in the way of planning for a comfortable financial future. But by taking care of yourself financially, you may be able to take better care of the ones you love. MORE >
The educational presentation is designed to help you strengthen your financial future and covers these important action items:- Getting your financial house in order
- Preparing for the unexpected
- Putting your money to work by investing
- Building a healthy nest egg for retirement
- Facing financial hardship
- Addressing estate and legacy issues -
Understanding Social Security: A Look at the Bigger Picture
Gregory Kurinec, CFP®, MRFC, Bentron Financial Group, Inc.
Request This Free SpeechAre 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 BenefitsLearn what you need to know to maximize the benefits you have earned!
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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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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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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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Tax Planning in Retirement
Gregory Kurinec, CFP®, MRFC, Bentron Financial Group, Inc.
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. -
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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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 >