Upcoming Programs

Thanks for coming to my website to find upcoming programs. You can also sign up to receive quarterly emails about these events.

Getting the Most from Your Retirement Money

The right strategy can help you get the most from your IRA, 401(k), or other retirement plan. Rollovers, qualified charitable distributions, Roth conversions, and other tools can help you manage income taxes, streamline (or even avoid) distributions, and simplify your life. Learn about required minimum distributions, when it makes sense to take money out before you reach age 70 1/2, how to choose the right beneficiary, and what you can and can’t do when you inherit an account.

Tuesday, August 28, 6:30 to 8:00 pm
Aspen Drive Library (Cook Memorial Public Library District)
701 Aspen Drive, Vernon Hills, IL 60061
Register at http://www.cooklib.org/

Friday, September 7 – Please check back for final details
Arlington Heights Memorial Library
500 N Dunton, Ave., Arlington Heights, Il 60004
Register at http://www.ahml.info/

I graduated with student loans. Now what? (new for fall 2018)

This just-the-facts program will show you how to determine the types of loans you have and the rules that apply to each, including repayment options, advantages and disadvantages of consolidating, and getting back on track with a loan that is behind or in default.

Monday, October 15, 7:00 to 8:30 pm
Fremont Public Library
1170 N. Midlothian Rd., Mundelein, IL 60060
Register at http://fremontlibrary.org/ or 847-918-3206

Saturday, November 3, 10:30 am to 12:00 pm
Deerfield Public Library
920 N. Waukegan Rd., Deerfield, IL 60015
Register at http://www.deerfieldlibrary.org/ or call 847-580-8933

Monday, November 12, 7:00 to 8:30 pm
Schaumburg Township District Library
130 S. Roselle Road, Schaumburg, IL 60193
Register at www.schaumburglibrary.org or call 847-923-3347

Ten Ways to Simplify Your Finances 

Managing your finances may feel like a full-time job, but it doesn’t have to be that way. Learn strategies and tools that can automate, streamline, and organize your financial life. It’s not just about direct deposit and online bill-pay! You can reduce the time and effort it takes to manage your retirement and investment accounts, too. From auto-rebalancing to new types of mutual funds, there are new services and techniques that can save you time and money.

Thursday, October 25, 12:00 to 1:15 pm
Harold Washington Library, lower level video theater
400 S. State Street, Chicago, IL 60605
No registration required

Where I present – and how many programs I have – varies from season to season. If you don’t see a program in your neighborhood, let’s plan something! Contact me about scheduling a program.  Or share my program information with organizations in your community. Perhaps your retiree’s group or employer would like to offer programs like this.

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