Upcoming Programs

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

I’m Over 50, Now What!? Is It the Right Time to Retire?

There’s a lot of talk about “the number” – the specific amount of money you need to retire. But thinking about retirement involves more than just one number. In this session, we’ll talk about assessing your overall financial picture and gathering all the pieces of information that will help you make an informed decision. Building a better understanding of all aspects of your finances, from expenses to Social Security to IRAs and investments, will help you know when retirement is an option for you.

Tuesday, Jan. 16, 2018, 6:00pm – 8:00pm (Snacks and networking from 6 to 7, program from 7 to 8)
Arlington Heights Memorial Library
500 N Dunton Ave, Arlington Heights, IL 60004
Registration will open on Dec. 26. After Dec. 26, register at http://www.ahml.info/  or call 847-392-0100.

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 ½, how to choose the right beneficiary, and what you can and can’t do when you inherit an account.

Thu Jan 25, 2018 6:30pm – 8:00pm
Antioch Public Library District
757 N. Main St. Antioch, IL 60002
Register at http://apld.info/

Women and Money: Twelve Months to Take Charge of Your Finances

Get your financial house in order by focusing on one part of your financial life each month. Personal finance educator Karen Chan will introduce you to her Money Calendar. Following the calendar, you’ll do just a few tasks each month. Before you know it, you’ll learn where your money goes, evaluate your debt, estimate your income in retirement, know where to get help when you need it, and more. Bring a friend so that you can team up and support each other through this enlightening, year-long process.

Tuesday, January 23, 7:00pm – 8:30pm
Indian Trails Public Library District
355 Schoenbeck Rd, Wheeling, IL 60090
Register at http://itpld.org/ or call 847-459-4100

Strategies for Claiming Your Social Security Benefits

Starting your Social Security benefits may be as simple as filling out a form. But there are many choices to make. Learn rules and strategies for singles and married couples, and how those changed with the budget bill of October 2015.  We’ll cover how other income can affect your Social Security benefits, and special options available to widows and widowers.

Monday, Jan 29, 2018 from 2:00pm – 3:30pm
Ela Area Public Library
275 Mohawk Trail, Lake Zurich, IL 60047
Register at https://www.eapl.org/.

Manage Your Credit History & Score Like a Pro

How does cancelling a credit card, paying off a debt, or having too much debt affect my credit history and score? Should I use a fraud alert, a credit freeze, or a lock to protect my information? What are the best strategies for paying down debt? Learn all this, plus things you thought you knew about credit that are actually myths.

Wed., March 7, 7:00pm – 8:30pm
Wauconda Area Public Library
801 N Main St, Wauconda, IL 60084
Register at http://www.wauclib.org/.

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.

%d bloggers like this: