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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  Reliable Investing: Is It Possible?

  Renee N. Duba, Founder, Sonder Private Wealth Management

  Is it possible to build a reliable investment portfolio in today's market environment? This talk discusses what a reliable portfolio is, and how one might change their thought process when it comes to saving and investing.

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  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.

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  Making Retirement Plans Work For You

  Sanford J. Prizant, President, The Prizant Group, Ltd.

  In 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.

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  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.

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  Managing Expenses with Inconsistent Income

  Kyle Bennett, Financial Coach, Prosperity Launch, LLC

  Welcome to a crucial journey in financial empowerment. In our presentation we address the unique challenges individuals face when income varies from month to month. We delve into understanding the dynamics of inconsistent income, assessing your financial stability, and equipping you with actionable strategies to regain control over your financial future. MORE >

  In this illuminating session, we explore flexible budgeting, building an emergency fund, mastering cash flow management, and navigating the intricate world of debt and credit. Along the way, we'll provide valuable tools, resources, and expert insights to guide you towards financial confidence.

  Join us as we embark on a transformative journey to financial stability and prosperity. Your financial well-being is our priority, and together, we'll chart a course towards a more secure and prosperous future.

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  The Last Tax Shelter Standing

  Sanford J. Prizant, President, The Prizant Group, Ltd.

  ERISA 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."

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  Advance Health Care Directives

  Beth Kljajic, Financial Advisor , Westpoint Financial MassMutual

  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.

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  Savvy Social Security Planning for Baby Boomers

  Tom Kedzie CFP®, MBA, Financial Planner, RetireWell

  In 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.

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  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.

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  Retirement Plans: What You Know, What You Think You Know and What You Really Don’t Want To Know

  Sanford J. Prizant, President, The Prizant Group, Ltd.

  This is an all-inclusive presentation (Think of those all-inclusive resorts!) that was given to the practice managers at the American Association of Orthopedic Executives in April of 2015. The goal was to reaffirm conventional knowledge, educate on present day plan design and fee disclosure issues, and warn of the terror that an IRS/DOL audit will bring upon your house. This presentation is about one hour and is extremely fast paced, informative, and entertaining. MORE >

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