Free Financial Topics in Chicago
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Do you want to know how to create wealth? Do you have the habits and the right people in your life to take you there? Learn how to create those 2 elements in your life in order to become successful.
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.
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 ?
Women today have careers, start businesses, run households, raise children, and help aging parents. These competing priorities can get in the way of planning for a comfortable financial future. But by taking care of yourself financially, you may be able to take better care of the ones you love. MORE >The educational presentation is designed to help you strengthen your financial future and covers these important action items:
- Getting your financial house in order
- Preparing for the unexpected
- Putting your money to work by investing
- Building a healthy nest egg for retirement
- Facing financial hardship
- Addressing estate and legacy issues
This presentation covers the basic concepts of building a financial plan and includes information on: finding your power players, gathering your power pieces, putting all the power pieces together to develop your financial plan, celebrating success and staying on track.
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.
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.
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.
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.
Learn the most common money mistakes made by intelligent people, and the little known strategies for avoiding them.