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, CERTIFIED FINANCIAL PLANNER
Request This Free SpeechThis 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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How the Illinois Foreclosure Process Works
Bryan Sims, President, Sims Law Firm, Ltd.
Request This Free SpeechBryan presents information on the foreclosure process in Illinois, including typical timelines and what one can expect during a foreclosure action.
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Raising Money Smart Kids
Katie Morris, CFP, Financial Advisor, Veritrust Wealth Management
Request This Free SpeechLearn 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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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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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.
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.
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Advance Health Care Directives
Beth Kljajic, Financial Advisor , Westpoint Financial MassMutual
Request This Free SpeechThe 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. -
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. -
Invest In Yourself
John Pankau, Attorney, The Law Offices of John Pankau
Request This Free SpeechLearn what a Will can and can’t do for you and your estate plan. What is a Living Trust and why do you need one? What are the differences between a Will and a Trust and what does that mean for your estate plan?
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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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Tax Planning in Retirement
Gregory Kurinec, CFP®, MRFC, 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.