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.

• 

  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.

  Request This Free Speech
• 

  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.

  Request This Free Speech
• 

  Investing 101

  Ted Buckley, Mooney Lyons Financial Services

  We will cover investing fundamentals, basic types of investments, basic investment principles, setting your goals, defining your lifestyle and more!

  Request This Free Speech
• 

  Disinheriting Uncle Sam – Estate Planning for Illinois Residents

  Laurence Kline, Attorney, Hoogendoorn & Talbot LLP

  With 40 years of experience, Kline explains how Illinois residents should plan their estates to minimize taxes, avoid probate and dispose of assets.

  Request This Free Speech
• 

  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.

  Request This Free Speech
• 

  Can You Afford to Retire?

  Gregory Kurinec, CFP®, MRFC, Bentron Financial Group, Inc.

  This 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.

  Request This Free Speech
• 

  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.”

  Request This Free Speech
• 

  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.

  Request This Free Speech
• 

  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."

  Request This Free Speech
• 

  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.

  Request This Free Speech