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.

• 

  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.

  Request This Free Speech
• 

  Disinheriting Uncle Sam – Estate Planning for Illinois Residents

  Laurence Kline, Attorney, Hoogendoorn & Talbot LLP

  With 40 years of experience, Kline explains how Illinois residents should plan their estates to minimize taxes, avoid probate and dispose of assets.

  Request This Free Speech
• 

  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.

  Request This Free Speech