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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  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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  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.

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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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  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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  Reliable Investing: Is It Possible?

  Renee N. Duba, Founder, Sonder Private Wealth Management

  Is 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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  Retired – What do you want to do for the next 30 Years?

  Ted Buckley, Mooney Lyons Financial Services

  Are 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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  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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  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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  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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