All 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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What’s happening in the Economy?
Charlie Munro, Registered Investment Advisor,Adjunct Professor of economics, Wunderlich Wealth Management, Lake Forest Graduate School of Management
TOPIC CATEGORY: Financial
A discussion of current events and trends in the US and global economy that can affect your life.
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Leadership Impact
Dr. Jeff Van Meter, The Human Leader
TOPIC CATEGORY: Business
Every leader has an impact on those being led. Dr. Van Meter discusses the IMPACT journey every leader takes to lead strongly in the world today. In his laid back midwestern style, Dr. Van Meter will share the stages of the that journey and what challenges have to be overcome to reach the next level. MORE >
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Avoiding Financial Pitfalls
Katie Morris, CFP, Financial Advisor, Veritrust Wealth Management
TOPIC CATEGORY: Financial
Learn the most common money mistakes made by intelligent people, and the little known strategies for avoiding them.
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Savvy Social Security Planning for Baby Boomers
Tom Kedzie CFP®, MBA, Financial Planner, RetireWell
TOPIC CATEGORY: Financial
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. -
Where’s the Cash?
John Y. Lafferty, Founder, CFO-Pro
TOPIC CATEGORY: Business
Helps business owners understand why profits and cash flow differ and how to manage the business more efficiently using this knowledge.
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You Make the Difference
Dr. Jeff Van Meter, The Human Leader
TOPIC CATEGORY: Business
You don't have the team you thought you did? Neither did I for many years until I finally discovered the secret to forming the team I always dreamed of. I'll tell you what you need to do for you to get your dream team too.
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How Tax Planning Changes Through Four Stages of Retirement
Ted Buckley, Mooney Lyons Financial Services
TOPIC CATEGORY: Financial
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. -
Medicare Benefits / Interactive Presentation
Diane Adduci, Medicare Educator, Adduci Insurance Services
TOPIC CATEGORY: Health & Fitness
Diane gives an interactive Medicare presentation describing preventive benefits under Medicare Part B.
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Travel Hacking
Edwin Goitia, Founder and Visionary, I Am A Brand
TOPIC CATEGORY: Miscellaneous
Often travel is seen as a luxury and an expensive hobby, but there is a way to access the world with less money or resources - travel hacking. Edwin dives into this incredibly hot and trending hobby that has picked up the pace globally with people of all ages and backgrounds.
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Empowering the Multi-Generational Workforce
Mary Erlain, President, Peak Development Strategies
TOPIC CATEGORY: Business
Much has changed since 2020, and our workforce has undergone a dramatic shift. One entire generation has retired, while another has entered in greater numbers, reshaping the dynamics of our workplaces. MORE >
We work in a diverse environment where embracing differences can drive business growth—if organizations empower their workforce to leverage their unique gifts and values. The real challenge lies in finding effective ways to do just that: fostering inclusion and enabling employees to thrive.Explore strategies to bridge generational gaps among staff and recognize how, often unintentionally, we might be contributing to the problem rather than being part of the solution.