Upcoming Programs

You can download or print a copy of this list in a Word document or PDF. You can also sign up to receive quarterly emails about my upcoming events.

Making the Most of 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, October 7, 7:00 to 8:30 pm
McHenry Public Library
809 N. Front Street, McHenry, IL 60050
Register at http://www.mchenrylibrary.org/

Financial Checkup for Retirees

Knowing that your financial house is in order will give you peace of mind, and make life easier for you and others who may assist you when the time comes. You’ll learn how to:

  • Protect your private information and reduce the chance of fraud.
  • Check that you are receiving all the local, state, and federal senior services for which you’re eligible.
  • Simplify management of your bills and financial accounts
  • Shop around for the best home and auto insurance.
  • Review your estate plan to make sure it is up to date.
  • Organize documents and information so that you or your family members can lay your hands on the info when needed.
  • Prepare for future challenges such as loss of a spouse or leaving your home.

Monday, October 14, 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

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, Oct. 15, 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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