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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Invest In Yourself
John Pankau, Attorney, The Law Offices of John Pankau
Request This Free SpeechLearn 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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Taking Control – Financial Strategies for Women
Ted Buckley, Mooney Lyons Financial Services
Request This Free SpeechWomen 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 -
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
Request This Free SpeechWomen 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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Surviving Market Swings
Ted Buckley, Mooney Lyons Financial Services
Request This Free SpeechDiscover methods that could enhance your investing potential in today’s markets. By using sound investment approaches, you might avoid emotion-based mistakes during times of volatility.
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Protecting, Maximizing and Recovering Retirement Accounts
Laurie Samuels, Retirement Planning Attorney, Abednego Wealth Management
Request This Free SpeechAudience 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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Disinheriting Uncle Sam – Estate Planning for Illinois Residents
Laurence Kline, Attorney, Hoogendoorn & Talbot LLP
Request This Free SpeechWith 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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Don’t Pay the College Sticker Price!
Joseph Orsolini, President, College Aid Planners, Inc.
Request This Free SpeechFor 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
Request This Free SpeechLearn 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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Savvy Social Security Planning for Baby Boomers
Tom Kedzie, Financial Planner, Lincoln Financial Advisors
Request This Free SpeechIn 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. -
The Myths & Facts about Reverse Mortgages: What You Need to Know
Mike Wyrostek, Regional Account Manager, Reverse Mortgage Funding
Request This Free SpeechAs 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.