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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  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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  Advance Health Care Directives

  Beth Kljajic, Financial Advisor , Westpoint Financial MassMutual

  The 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.

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  Investing 101

  Ted Buckley, Mooney Lyons Financial Services

  We will cover investing fundamentals, basic types of investments, basic investment principles, setting your goals, defining your lifestyle and more!

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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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  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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  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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  Can You Afford to Retire?

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

  This program will help attendees evaluate their readiness for retirement with several self-evaluation exercises. Once the evaluations are complete attendees will be introduced to the Ten Critical Questions. These are the questions that every retiree must answer before embarking on a successful retirement.

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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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  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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  What’s happening in the Economy?

  Charlie Munro, Registered Investment Advisor,Adjunct Professor of economics, Wunderlich Wealth Management, Lake Forest Graduate School of Management

  A discussion of current events and trends in the US and global economy that can affect your life.

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