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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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.
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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
Request This Free SpeechA discussion of current events and trends in the US and global economy that can affect your life.
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Investing 101
Ted Buckley, Mooney Lyons Financial Services
Request This Free SpeechWe will cover investing fundamentals, basic types of investments, basic investment principles, setting your goals, defining your lifestyle and more!
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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.
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The Last Tax Shelter Standing
Sanford J. Prizant, President, The Prizant Group, Ltd.
Request This Free SpeechERISA 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." -
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.
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Avoiding Financial Pitfalls
Katie Morris, CFP, Financial Advisor, Veritrust Wealth Management
Request This Free SpeechLearn the most common money mistakes made by intelligent people, and the little known strategies for avoiding them.
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Savvy Social Security Planning for Baby Boomers
Tom Kedzie CFP®, MBA, Financial Planner, RetireWell
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. -
Social Security
Ted Buckley, Mooney Lyons Financial Services
Request This Free SpeechNearly every retiree struggles with decisions regarding social security. When is the best time to take Social Security? What are some tips for maximizing benefits? How will the social security changes affect me? What strategy should I consider ?
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Riding the Wave
David R. Nielsen, President, Big Wave Advisors
Request This Free SpeechCan 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.