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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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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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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Women and Investing – Financial Strategies for Women Today
Ted Buckley, Mooney Lyons Financial Services
Request This Free SpeechFinancial Strategies for Women Today: Every woman, single or married, widowed or divorced — needs to plan ahead for personal and financial security. Women today have careers, start businesses, run households, raise children, and help aging parents. The workshop is designed to help you strengthen your financial future. I’ll have specific information for women who face divorce or widowhood, as well as many other concerns that could directly affect your family’s finances. The presentation offers sound, practical strategies that you can use immediately. MORE >
We will focus on six key action items designed to help you:
• Get your financial house in order - Prepare for the unexpected
• Put your money to work by investing
• Build a healthy nest egg for retirement
• Face financial hardship
• Understand your Social Security options
• Address estate and legacy issuesWorkbook that contains a wealth of information, including exercises that are designed to help you assess your current situation.
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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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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. -
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. -
Reliable Investing: Is It Possible?
Renee N. Duba, Founder, Sonder Private Wealth Management
Request This Free SpeechIs it possible to build a reliable investment portfolio in today's market environment? This talk discusses what a reliable portfolio is, and how one might change their thought process when it comes to saving and investing.
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The Last Tax Shelter Standing
Sanford J. Prizant, President, The Prizant Group, Ltd.
Request This Free SpeechERISA 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." -
Retirement and Taxes: How to Make Your Money Last Longer
Gregory Kurinec, CFP®, 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.