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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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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How Did We Get into this Mess?
Paco Aramburu, Broker, Touchstone Group Real Estate
TOPIC CATEGORY: Business
Paco will present a brief synopsis of the market factors that almost lead to the collapse of the entire banking system.
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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. Our generations have changed dramatically. One entire generation has retired, and another one has joined in more significant numbers. MORE >
We work in a diverse workplace. Diversity can drive business growth if you empower your workforce to use their own unique gifts and values. The challenges organizations struggle with are finding ways to do just that, empowering their staff. Learn ways to help bridge the differences between staff members of different generations. Understand how we can be (without intention) enabling the problem instead of being part of the solution. -
A Consumer’s Guide to Going Solar
Kate Shonk, Sustainable Communities Liaison , Citizens Utility Board (CUB)
TOPIC CATEGORY: Educational
Are you interested in going solar? Learn if solar is right for your home and how to get the most value out of your solar system from consumer advocate experts. In 2019, CUB staffers gave over 70 solar presentations, and we are excited to answer all your solar questions! MORE >
CUB is very excited about new solar incentives available to homeowners in Illinois. However, we know that with all the new advertising and high pressure sales pitches it can be confusing to know what is best for you. At this presentation we will go over solar basics, including:
---why now is the best time yet to go solar,
---how solar panels work with your home and the grid,
---an overview of state and federal incentives,
---why it is almost always better to purchase, rather than lease solar panels.Please note that depending on my availability, another one of our trained outreach staff may take my place as speaker at your meeting, but I will confirm when you contact me.