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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  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

  Women 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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  Savvy Social Security Planning for Baby Boomers

  Tom Kedzie CFP®, MBA, Financial Planner, RetireWell

  In this presentation you will learn:

  * When you should apply for Social Security.
  * How to optimize benefits.
  * When it makes sense to delay benefits.
  * Strategies for coordinating spousal benefits.
  * How to increase survivor benefits.

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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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  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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  Advance Health Care Directives

  Beth Kljajic, Financial Advisor , Westpoint Financial MassMutual

  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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  Avoiding Financial Pitfalls

  Katie Morris, CFP, Financial Advisor, Veritrust Wealth Management

  Learn the most common money mistakes made by intelligent people, and the little known strategies for avoiding them.

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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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  Raising Money Smart Kids

  Katie Morris, CFP, Financial Advisor, Veritrust Wealth Management

  Learn 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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  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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  Money in Politics

  Nic Zito, Entrepreneur and Elected Official, NicZito.com

  The truth about money in politics from an elected official. What influence does it have and how much does it cost to run? Real numbers

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