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.
-
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.
-
Raising Money Smart Kids
Katie Morris, CFP, Financial Advisor, Veritrust Wealth Management
Request This Free SpeechLearn 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.
-
Can You Afford to Retire?
Gregory Kurinec, CFP®, MRFC, Bentron Financial Group, Inc.
Request This Free SpeechThis 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.
-
Tax Planning in Retirement
Gregory Kurinec, CFP®, MRFC, Bentron Financial Group, Inc.
Request This Free SpeechIf 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. -
How the Illinois Foreclosure Process Works
Bryan Sims, President, Sims Law Firm, Ltd.
Request This Free SpeechBryan presents information on the foreclosure process in Illinois, including typical timelines and what one can expect during a foreclosure action.
-
Making Retirement Plans Work For You
Sanford J. Prizant, President, The Prizant Group, Ltd.
Request This Free SpeechIn 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. -
What Happens After the Paychecks Stop? A Retirement Income Primer Seminar
Roger Smith, Financial Advisor, Edward Jones
Request This Free SpeechExamine how to budget for retirement expenses, potential sources of retirement income and potential risks such as LTC and health care costs.
-
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.
-
Money in Politics
Nic Zito, Entrepreneur and Elected Official, NicZito.com
Request This Free SpeechThe truth about money in politics from an elected official. What influence does it have and how much does it cost to run? Real numbers
-
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?