Upcoming Programs

Most of my spring/summer programs are in-person; two are virtual. Check the notation beside the date and time for each program.

FYI: Money Smart Week has changed quite a bit since the pandemic. Money Smart Week 2023 consists of four national, virtual events, chosen and scheduled by the Federal Reserve Bank of Chicago: Family Budgeting, Debt Relief, Employer Retirement Plans, and (in Spanish with English captions)  Instituciones Financieras (Financial Institutions). Learn more and register here. 

Financial Checkup for Retirees

You probably see your dentist and your doctor regularly. But how long has it been since you had a financial checkup? This class will show you how to do your own review, using checklists you can personalize to fit your situation. 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.

Thursday, April 13 from 6:30 to 8:00 pm – in person
Cook Park Library
413 N. Milwaukee Ave., Libertyville
Register at https://cooklib.libnet.info/events  

Thursday, April 20 from 1:30 to 3:00 pm – in person
Arlington Heights Senior Center
1801 West Central Road, Arlington Heights
Register at https://www.ahml.info/attend/events

How to Choose and Use Money Apps: Digital Wallets, P2P Money Transfer Apps, and Neobanks

This program may also advertised with the title Understanding Fintech.

Financial technology is changing the way we handle our money. It’s the wild, wild west. Each app has a different set of services, requirements, and fees. Regulations created for traditional banking services don’t necessarily apply. Learn how these tools work and what to look for before you transfer money with Cash App, Venmo or Zelle; make deposits with neobanks such as Chime, Sofi, and T-Mobile Money; or link bank accounts and credit cards to digital wallets like Google Pay and Apple Pay.

Monday, April 17 from 7 to 8:30 pm – webinar
Mount Prospect Public Library
Register at https://mppl.evanced.info/signup/

Thursday, April 20 from 6:30 to 8:00 pm – in person
Cook Park Library
413 N. Milwaukee Ave., Libertyville
Register at https://cooklib.libnet.info/events

Thursday, June 15 from 7:00 to 8:00 pm – in person
Indian Trails Public Library
355 Schoenbeck Road, Wheeling
Registration will probably open on May 15 at https://indiantrailslibrary.evanced.info/signup/calendar

DIY Financial Planning

Learn about calculators and software that can help you make important financial decisions. Topics will include when to claim Social Security, whether to convert money from a traditional retirement account to a Roth and more.

Monday, April 24 from 6:30 to 8:00 pm – webinar
Schaumburg Township District Library
Register at https://www.schaumburglibrary.org/events

Investing Made Simple

Financial educator Karen Chan will make stocks, bonds and mutual funds crystal clear using the story of a young company called Freddie’s Finest Furniture. You’ll learn how to put that information into use as she explains index funds and target date retirement funds, and how they can simplify your investing decisions.

Thursday, April 27 from 6:30 to 8:00 pm – in person
Cook Park Library
413 N. Milwaukee Ave., Libertyville
Register at https://cooklib.libnet.info/events

The Secure 2.0 Act Is a Big Deal – But What Does It Mean for My Retirement?

Joint presentation with John P. Daly, CFP.

Both actively working retirement savers and current retirees are impacted substantially by the December 2022 passing by Congress of The Secure 2.0 Act. Invest the asset of your time to find out the latest on changes to employer-sponsored retirement plans (401K, 403b, etc.), IRAs (traditional and Roth), timelines and rules for required minimum distributions (RMDs), 529/college savings plans, and much more to help you plan for and/or live your best and most secure retirement!

Tuesday, June 13 from 7:00 to 8:30 pm – in person
Arlington Heights Memorial Library
500 N. Dunton Avenue, Arlington Heights
Register at https://www.ahml.info/scheduling/reservation/104631

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, how other income can affect your Social Security benefits, and special options available to widows and widowers.

Monday, June 12 from 6:30 to 8:00 pm – in person
St. Charles Public Library
1 S. 6^th Ave, St. Charles
Register at https://scpld.libnet.info/events?v=grid. As of March 30, the registration was not yet live.

Sign up to receive quarterly emails about upcoming events or to inquire about offering one of her workshops through your organization.