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.
-
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.
-
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
Women 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.
-
How the Illinois Foreclosure Process Works
Bryan Sims, President, Sims Law Firm, Ltd.
Bryan presents information on the foreclosure process in Illinois, including typical timelines and what one can expect during a foreclosure action.
-
What Happens After the Paychecks Stop? A Retirement Income Primer Seminar
Roger Smith, Financial Advisor, Edward Jones
Examine how to budget for retirement expenses, potential sources of retirement income and potential risks such as LTC and health care costs.
-
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.
-
Protecting, Maximizing and Recovering Retirement Accounts
Laurie Samuels, Retirement Planning Attorney, Abednego Wealth Management
Audience 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.”
-
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.
-
Retirement Planning – From Incubation to Manifestation
Karen L. DeRose, Certified Financial Planner, DeRose Financial Planning Group
This program will focus on the psychological and financial strategies and opportunities that help people transition to retirement.
-
Riding the Wave
David R. Nielsen, President, Big Wave Advisors
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.
-
Women and Investing – Financial Strategies for Women Today
Ted Buckley, Mooney Lyons Financial Services
Financial Strategies for Women Today: Every woman, single or married, widowed or divorced — needs to plan ahead for personal and financial security. Women today have careers, start businesses, run households, raise children, and help aging parents. The workshop is designed to help you strengthen your financial future. I’ll have specific information for women who face divorce or widowhood, as well as many other concerns that could directly affect your family’s finances. The presentation offers sound, practical strategies that you can use immediately.
We will focus on six key action items designed to help you:
• Get your financial house in order - Prepare for the unexpected
• Put your money to work by investing
• Build a healthy nest egg for retirement
• Face financial hardship
• Understand your Social Security options
• Address estate and legacy issues
Workbook that contains a wealth of information, including exercises that are designed to help you assess your current situation. MORE >