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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  Tax Planning in Retirement

  Gregory Kurinec, CFP®, MRFC, Bentron Financial Group, Inc.

  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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  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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  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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  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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  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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  The Myths & Facts about Reverse Mortgages: What You Need to Know

  Mike Wyrostek, Regional Account Manager, Reverse Mortgage Funding

  As reverse mortgages grow in popularity, so have the misconceptions or myths about these unique loans. This presentation will review these myths, discuss the facts and go over the benefits a Reverse can have in keeping people financially secure through retirement.

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  Invest In Yourself

  John Pankau, Attorney, The Law Offices of John Pankau

  Learn what a Will can and can’t do for you and your estate plan. What is a Living Trust and why do you need one? What are the differences between a Will and a Trust and what does that mean for your estate plan?

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  Riding the Wave

  David R. Nielsen, President, Big Wave Advisors

  Can the study of ocean waves can help forecast financial markets? As with waves on the ocean, financial market activity ebbs & flows in cycles that repeat. David developed a method that forecasts financial markets with proven precision. This talk will debunk traditional investment principals and give you a completely new insight into investing.

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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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  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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