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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Managing Expenses with Inconsistent Income
Kyle Bennett, Financial Coach, Prosperity Launch, LLC
Request This Free SpeechWelcome 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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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. -
Investing for the Future: Considerations and Strategies for Any Type of Market
Krzysztof 'Kris' Garlewicz, CFP, CRPS, Founder, LPL Registered Principal at Prosperifi
Request This Free SpeechThere's a full court press on how one should invest their hard earned money. Active vs. Passive. Mutual Funds vs. ETFs. Stock, bonds and alternatives too. Is one approach superior to the next? Do they fit together? What's the appropriate blend and where does one begin? These are just some of questions we'll cover in a fast based, ambitious environment covering the strategies and considerations needed for any type of market. MORE >
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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?
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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.
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How Tax Planning Changes Through Four Stages of Retirement
Ted Buckley, Mooney Lyons Financial Services
Request This Free SpeechDo you know how tax planning changes through different stages of retirement? In retirement, your tax rate may vary widely over the years based on the timing and order in which you use different sources of money to pay for expenses. It is important to apply the tax code in an organized and efficient way. Learn how to create a retirement tax strategy. MORE >
You will learn:
• The critical tax questions to answer before retirement.
• The surprises that often make retirement more expensive.
• The four stages of retirement and important tax actions in each stage, including tricky IRA challenges.
• Mistakes to avoid when it comes to investments, health care, and estate planning. -
Financial Literacy – The Basics
Renee N. Duba, Founder, Sonder Private Wealth Management
Request This Free SpeechWe live in a world now where the responsibility for a lifetime of financial well-being rests solely in our own hands. The increasing complexity of the financial choices and decisions we face have exposed a dismal reality: most folks do not have an adequate understanding of the financial principals, behaviors and attitudes that will foster financial well-being. MORE >
In this interactive presentation, we discuss what financial literacy means and why it’s critically important for a life of financial security and enjoyment. Topics include the components of literacy and basic principles upon which attendees can learn to gain control over day to day financial matters, build for retirement, and enjoy the things in life they love today.This is an intro to a series of presentations that include Budget Building, Retirement Planning and Investing. Can be customized for your organization.
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Estate Planning: Protecting Yourself and Your Heirs
Gregory Kurinec, CFP®, Certified Financial Planner
Request This Free SpeechEssentials of Estate Planning covers the estate planning process from beginning to end. We will look closely at the need to plan, the most common planning techniques and the documents used in the planning process. The class will explain the difference between a will and a trust and will give attendees an understanding of: MORE >
• Probate
• Wills vs. Trusts
• Power of Attorney for Healthcare & Financial matters
• Guardianship AppointmentsAt the end of this class attendees will have a thorough understanding of what steps they need to take to protect their spouse and heirs.
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Estate Planning: Get Your Financial Affairs in Order
Tom Kedzie CFP®, MBA, Financial Planner, RetireWell
Request This Free SpeechIn this presentation you will learn:
* How to keep your house out of probate.
* Find out what happens if you don't have a will.
* How to use a revocable living trust.
* Why you need a power of attorney for healthcare and property. -
Disinheriting Uncle Sam – Estate Planning for Illinois Residents
Laurence Kline, Attorney, Hoogendoorn & Talbot LLP
Request This Free SpeechWith 40 years of experience, Kline explains how Illinois residents should plan their estates to minimize taxes, avoid probate and dispose of assets.