Free Financial Topics in Chicago

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  • Wills, Trusts and What Every Family Needs To Know About Estate Planning

    Robert J. Varak, Law Offices of Robert J. Varak

    *COVID-19 Update* I have conducted several online webinars and Zoom-based conferences for small groups and would be happy to do so for your organization as well. Most people know that they should have a will, but why? When should you have your first will drafted? What is the difference between a will and a trust? How do I make sure that my children will be taken care of in the event of a family tragedy? What is probate and how does it work? I will give direct, understandable answers to these questions and any others you might have about the world of estate planning. MORE >

    Attendees will leave this talk knowing all the basics of the estate planning process, how to go about finding a qualified attorney, what is involved on their part and how much the process should cost them. It's the perfect one-stop primer to learn about wills, trusts, guardianship, powers of attorney and other sometimes intimidating but universally important topics.
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  • 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 >

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  • 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.

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