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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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
There'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
A 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
Our 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". -
Get It, Check It, Know Who Has Seen It
Chris Heuman, Practice Leader, RISC Management and Consulting, LLC
TOPIC CATEGORY: Educational
The Health Insurance Portability & Accountability Act of 1996 or HIPAA is a federal law that sets rules about who can view and receive your Protected Health Information or PHI. This law gives you rights over your health information and when it can be shared. MORE >
In addition, HIPAA requires your physicians, pharmacists and other health care providers, and your health plan to explain your rights and how your health information can be used or shared. Most of us believe that our medical and other health information is private and should be protected, and we want to know who has this information.You will learn about historical information, important terminology, sharing health information with family members and friends, and understand your health information privacy as a consumer.
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A Diverse Workforce is Smart Business
Pamela Bozeman-Evans, Founder & Senior Consultant, ProPlanProject
TOPIC CATEGORY: Business
Workplace diversity impacts your bottom line. Pamela discusses best practices in recruitment, retention, target marketing, and product/service innovation. She provides valuable insights that will empower your team and impress your client base. Learn more about customized presentations, tailored to diverse stakeholders, including sales teams, C-Suites, boards, and investors.
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Protecting, Maximizing and Recovering Retirement Accounts
Laurie Samuels, Retirement Planning Attorney, Abednego Wealth Management
TOPIC CATEGORY: Financial
Audience members will receive education on reaching retirement goals and how to protect retirement accounts from a downside market. Abednego Wealth Management, Inc. does not charge for services nor does it ever hold clients’ funds. “We simply educate you on reaching your retirement goals.”
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Senior Living Myths Unmasked
Andrea Donovan, President, Andrea Donovan Senior Living Advisors
TOPIC CATEGORY: Health & Fitness
Having toured more than 450 senior communities, Andrea offers advice about what to look for when searching for alternative living for a senior. Her researched facts will demystify the myths.
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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
TOPIC CATEGORY: Financial
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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What Happens After the Paychecks Stop? A Retirement Income Primer Seminar
Roger Smith, Financial Advisor, Edward Jones
TOPIC CATEGORY: Financial
Examine how to budget for retirement expenses, potential sources of retirement income and potential risks such as LTC and health care costs.
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Home Access for Everyone
Lea Ann Skogsberg, Founder, Dollars and Sense
TOPIC CATEGORY: Health & Fitness
The number one desire of people as we age is to remain in our own homes. Yet many of us are one mobility impairment away from not even being able to enter or exit our homes. This challenge for society will continue to grow as Baby Boomers age. Most needs are short-term yet most commercial answers require permanent changes to a property making them undesirable to homeowners and impossible for renters. MORE >
There is a community-based solution to address this growing need to make home accessibility affordable for everyone. If you ever carried anyone into your home for a Holiday meal or experienced even "minor" surgery that affected mobility, you'll know why this is such an important topic.Ramps provide access for people with both temporary and long-term mobility issues. Yet while Medicare and Medicaid as well as private insurance programs underwrite the wheelchairs, walkers and assistive devices individuals require for mobility—except in some cases for veterans—there is no standard way to acquire and/or pay for the ramps. This concept, a community-based inventory of modular ramps, seeks to establish a pilot project to demonstrate the value of borrowing (rather than owning) home access products. Rentals respond to occasional as well as temporary needs for residential ramps. Except for the screws, each component is reusable; the units are American made.