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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  Don’t Pay the College Sticker Price!

  Joseph Orsolini, President, College Aid Planners, Inc.

  For most families college tuition is the largest expense they will face. Unfortunately, many families go into this stage in life uninformed and unprepared. Learn strategies that enable families of all income levels (not just low or moderate‐income) to make a college education more affordable and less of a financial burden.

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  Taking Charge of Your Retirement

  Michael Magnuson, Wealth Manager, Lincoln Financial Advisors

  Learn the key social and economic issues people will face in retirement as well as the steps to take to make sure your money lasts after you’ve stopped working.

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  What Happens After the Paychecks Stop? A Retirement Income Primer Seminar

  Roger Smith, Financial Advisor, Edward Jones

  Examine how to budget for retirement expenses, potential sources of retirement income and potential risks such as LTC and health care costs.

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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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  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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  Money Freedom – Three Secrets to Financial Success

  Sharon Case, President and the Owner, Case Wealth Management and Financial Services

  This presentation can be done in one hour or it can be presented as a half day workshop. It is intended for a female audience and is an interactive program providing: MORE >

  • Insight regarding what your BIG life goals are and how to write SMART financial goals.
  • Knowledge of how to develop your own Spending Plan (budget) and how to stick to it!
  • An awareness of where your money goes every month and how to “pay yourself first.”
  • An understanding of the best way to invest your long term money based on your risk tolerance.

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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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  Solving the Social Security Puzzle

  Ted Buckley, Mooney Lyons Financial Services

  What you need to know before you claim - We’ll answer 5 commonly misunderstood questions everyone wants to know. Will Social Security be there when I am ready? How to find out about your benefits? Will Social Security be enough to live on in retirement? How much will I receive? What’s the best time and way for me to claim ?
  MORE >

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  Savvy Social Security Planning for Baby Boomers

  Tom Kedzie, Financial Planner, Lincoln Financial Advisors

  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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  Lessons Learned Seminar

  Laurie Hackler, Financial Advisor, The Corner Office – Wealth Management

  The Lessons Learned seminar focuses on five key investment principles: Every investment has risks, even cash; Diversification is not dead - it's just misunderstood; Not all bonds - or bond funds - are created equal; Yes, it's still stocks for the long run; and Investing abroad shouldn't be a foreign experience MORE >

  These lessons are designed to educate you about the stock market so you can better prepare for the future.

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