All Topics in Chicago

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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.
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  • 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.

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  • Decarbonizing Your Home

    Ivonne Rychwa, Director of Outreach, Citizens Utility Board (CUB)

    TOPIC CATEGORY: Educational

    CUB will dive into ways renters and homeowners can access energy efficiency and cost-saving programs and appliances. During this presentation, you will receive information on: Building Decarbonization, The benefits of building electrification, New tax credits and rebates for home energy improvements available through the Inflation Reduction Act, Alternatives to gas appliances, and Free programs designed to save you energy and money
    MORE >

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  • Get your “BUT” out of the way!

    Robb Hill, Founder/President, R Hill Enterprises Inc

    TOPIC CATEGORY: Motivational

    We all have those awesome thoughts dripping with possibility, we get a smile on our face and consider how nice it would be then, out of nowhere comes "BUT". The whole show stops when the "BUT" gets in the way. The thinking then turns to all the reasons why we "CAN'T" realize the vision that we were given. We must not let what we can't do get in the way of what we can do. For me this has made all the difference. There was a time in my life when it seemed that failure was following me around however, that was not the case, you see; I was following failure around. I was being mis-informed by mis-informed people. This realization has made all the difference in my life. MORE >

    Association

    I spent a lot of time in bad company;

    I thought it was with friends, but they were robbing me;

    By choice so many times I let them, steal my day;

    I was robbing them too, in exactly the same way;

    As I’ve grown older with the passage of time;

    And the ladder of success, I started to climb;

    And oh how I wanted my friends to go;

    In the midst of their comfort, to life they said no;

    I started reading books, I found myself inside the zone;

    Anything worthwhile is never accomplished alone;

    This statement spoke volumes and resonated in my head;

    For in order to lead, you must first be led;

    With the law of association at the forefront of my mind,

    My past associations, I had to leave them all behind;

    To seek out those that shared my desire;

    For achievement in life that was several levels higher;

    For life is lived on levels and arrived at in stages;

    A simple fact that I learned, cause I kept turning pages;

    As I write these words, to the past that I look;

    My very first mentor was in the form of a book;

    His name is David Schwartz and doctor is his gig;

    He spoke to me through the pages of, The Magic of Thinking Big.

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  • Demonstrating and Teaching Mental Math Methods

    Cliff Petrak, Retired Teacher, Brother Rice High School

    TOPIC CATEGORY: Educational

    Learn to master a multitude of little-known, super-shortcut computational methods involving addition, subtraction, fractions, squaring and multiplication. Unfortunately, our country consistently finishes among the bottom third of industrialized countries in the annual mental math competition for students. Learning these strategies and methods will leave your calculator-dependent friends in the dust!

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  • The Medicare Puzzle: Do You Know Your A, B, C, & D’s ?

    Tom Kedzie CFP®, MBA, Financial Planner, RetireWell

    TOPIC CATEGORY: Educational

    In this presentation you will learn:

    * How Medicare enrollment periods work and how to avoid late penalties.
    * What you can expect to pay after going on Medicare.
    * What Medicare covers and doesn't cover.
    * Why you must plan for higher health care costs in retirement.
    * What about Long Term Care?

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  • Get (and Stay) Organized

    Erin J. Kelly, Professional Organizer, Arranged By Erin

    TOPIC CATEGORY: Self-Improvement

    Learn how to live a simple and organized life. Whether it’s your home or office, Erin explains the tools to help you be more productive and save time. Erin has given speeches all over Chicago including corporations, ADD support groups, and libraries.

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  • Cable Options and Reducing Robocalls

    Ivonne Rychwa, Director of Outreach, Citizens Utility Board (CUB)

    TOPIC CATEGORY: Educational

    A presentation about your cable options and reducing robocalls. During the program, a CUB representative will discuss: The different choices in the TV market, ways to cut your cable costs, streaming services available to consumers, how to avoid common robocall scams, call-blocking services and what they mean for your pocket, and new federal legislation passed helping to reduce robocalls.
    MORE >

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