Free Financial Topics in Chicago

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  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.

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  How Tax Planning Changes Through Four Stages of Retirement

  Ted Buckley, Mooney Lyons Financial Services

  Do 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.

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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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