Free Financial Topics in Chicago

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Now the speaker will contact you in the next few days to coordinate details.

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  Protecting, Maximizing and Recovering Retirement Accounts

  Laurie Samuels, Retirement Planning Attorney, Abednego Wealth Management

  Audience 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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  Investing for the Future: Considerations and Strategies for Any Type of Market

  Krzysztof 'Kris' Garlewicz, CFP, CRPS, Founder, LPL Registered Principal at Prosperifi

  There'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 >

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  Estate Planning: Protecting Yourself and Your Heirs

  Gregory Kurinec, CFP®, Certified Financial Planner

  Essentials of Estate Planning covers the estate planning process from beginning to end. We will look closely at the need to plan, the most common planning techniques and the documents used in the planning process. The class will explain the difference between a will and a trust and will give attendees an understanding of: MORE >

  • Probate
  • Wills vs. Trusts
  • Power of Attorney for Healthcare & Financial matters
  • Guardianship Appointments

  At the end of this class attendees will have a thorough understanding of what steps they need to take to protect their spouse and heirs.

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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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  The Last Tax Shelter Standing

  Sanford J. Prizant, President, The Prizant Group, Ltd.

  ERISA 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."

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  Retirement and Taxes: How to Make Your Money Last Longer

  Gregory Kurinec, CFP®, Certified Financial Planner

  If 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.

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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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  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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  Making Retirement Plans Work For You

  Sanford J. Prizant, President, The Prizant Group, Ltd.

  In 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.

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  Retirement Plans: What You Know, What You Think You Know and What You Really Don’t Want To Know

  Sanford J. Prizant, President, The Prizant Group, Ltd.

  This is an all-inclusive presentation (Think of those all-inclusive resorts!) that was given to the practice managers at the American Association of Orthopedic Executives in April of 2015. The goal was to reaffirm conventional knowledge, educate on present day plan design and fee disclosure issues, and warn of the terror that an IRS/DOL audit will bring upon your house. This presentation is about one hour and is extremely fast paced, informative, and entertaining. MORE >

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