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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The Fee Evolution
Sanford J. Prizant, President, The Prizant Group, Ltd.
TOPIC CATEGORY: Financial
Request This Free SpeechOver the past 35 years, the 401(k)/403(b) have replaced the traditional pension plans as the main source of retirement income for the populace. Unfortunately, due to the greed of Wall Street, Insurance Companies, Mutual Fund Purveyors and Investment Advisors; the paycheck by paycheck contributions made by the workers have been "Eaten Up" by excessive fees. MORE >
For example, you have your 401(k) with an insurance company and quietly, every day that vendor is nipping at your account for close to 2.5% annually in fees. Thus, your S&P 500 Index fund returns 4% instead of 6.5% and that goes on year after year. The participant has no clue and the plan sponsor is not paying attention. New ERISA fee disclosure rules enacted in 2012 (408(b)2/404(a)5) were supposed to have solve this problem. Alas, the providers have made sure that figuring out your plan's cost is about as easy as learning a new foreign language (My apologies to Roseatta Stone!).After my presentation, you will know what they are, how they are hidden,and how to remedy the situation.
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Making Retirement Plans Work For You
Sanford J. Prizant, President, The Prizant Group, Ltd.
TOPIC CATEGORY: Financial
Request This Free SpeechIn the secretive world of ERISA (Employees Retirement Income Security Act of 1974), the Federal government allows employers to "Massage" profit sharing/401(k) plans to focus the company tax-deductible contributions for the benefit of a few or many. Depending on demographics, available cash flow, and desire to reward certain employees/owners; these Qualified Retirement Plans can be used as a "Tax Shelter" or additional employee benefit. MORE >
The design of the plan is paramount and the vast majority of plan sponsors are "Clueless" in their ability to target certain individuals for different annual company contributions. In this presentation, we talk about how you do it, what it will cost, and how you communicate to your employees. -
Computer Security Essentials
Jody Jankovsky, Founder and Managing Member, Black|Line Consulting
TOPIC CATEGORY: Business
Request This Free SpeechBlack|Line's Security Essentials presentation focuses on the most common computer security issues facing people and businesses today. The talk describes the 4 primary threat categories and a series of technologies and best practices to protect yourself. The presentation can be made to fit a 30-60 minute format.
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Is Your Business A “Digital Disaster”
Jody Jankovsky, Founder and Managing Member, Black|Line Consulting
TOPIC CATEGORY: Business
Request This Free SpeechBlack|Line's "Digital Disaster" presentation explains how many businesses are failing to create and maintain some of their most valuable assets, their digital ones. Mr. Jankovsky explores what "Digital Assets" are, why they are important to a business/organization and how to avoid becoming a "Digital Disaster". The presentation can be made to fit a 30-60 minute format and can be tailored for your organization or business. MORE >
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Enriching Your Nonprofit Through Planned Giving
Robert J. Varak, Law Offices of Robert J. Varak
TOPIC CATEGORY: Business
Request This Free SpeechLearn how to establish a system whereby your organization can systematically improve its funding via the estate plans of potential donors. Most nonprofits receive periodic and inconsistent donations via this revenue stream, but I will explain how to utilize planned giving programs to improve fundraising across the board, not only via bequests. MORE >
A small investment of time and resources on behalf of your nonprofit can result in a significant return, as well as improved branding and standing in your field. It's an overlooked aspect of development, and my presentation will draw on my experience advising nonprofits to give you all the tools necessary to leverage this opportunity to the fullest. -
Insecure, unsafe & slow: 10 ways to improve your WordPress website
Lisa Ghisolf, President & Founder, Gizmo Creative Factory, Inc.
TOPIC CATEGORY: Business
Request This Free SpeechThere are thousands of plugins and tips out there – many free, but how do you narrow them down? I’ve been designing and developing WordPress sites since 2008, and I also work with corporations, nonprofits and bloggers. No matter how popular they are, I still spend a lot of time fixing hacked sites and maintaining and improving them. I’ll share the same tips I use with them to improve your site. We’ll talk social, security, speed, design and more. You’ll leave with an action plan and stronger understanding of your WordPress site.
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LinkedIn Top 5 Tips
Dee Reinhardt, Social Media Strategist, Time2Mrkt, Inc.
TOPIC CATEGORY: Business
Request This Free SpeechLinkedIn is THE professional social networking tool. Are you using it to your advantage? This session talks about the top 5 things you should do with your personal profile to help drive your business forward. As a bonus, we can discuss 3 tips to employ to make your business profile top notch. All in all, each of the tips help you show up higher in LinkedIn search results and ultimately warm-up cold leads. MORE >
This session works best in a 20-30 minute time slot. -
Investing for the Future: Considerations and Strategies for Any Type of Market
Krzysztof 'Kris' Garlewicz, CFP, CRPS, Founder, LPL Registered Principal at Prosperifi
TOPIC CATEGORY: Financial
Request This Free SpeechThere's a full court press on how one should invest their hard earned money. Active vs. Passive. Mutual Funds vs. ETFs. Stock, bonds and alternatives too. Is one approach superior to the next? Do they fit together? What's the appropriate blend and where does one begin? These are just some of questions we'll cover in a fast based, ambitious environment covering the strategies and considerations needed for any type of market. MORE >
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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
Request This Free SpeechA discussion of current events and trends in the US and global economy that can affect your life.
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Millennials Are Uniquely Designed for Innovation. Now If I Could Just Understand Them!
Pamela Bozeman-Evans, Founder & Senior Consultant, ProPlanProject
TOPIC CATEGORY: Business
Request This Free SpeechOur 21st century problems are very complex and require our best and brightest to solve them. Millennials are uniquely prepared for the challenge. Their parents have positioned them for success and they will boldly transform our world. MORE >
While this should be exciting news for the corporate and nonprofit community, today's multi-generational workplace struggles to find the sweet spot between Gen X experience and Gen Y exploration. Pamela Bozeman-Evans describes the myths and realities of multi-generational workplaces, and offers best management practices for the "new norm".