Upcoming Programs

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

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.

Saturday, April 21, 9:30 to 11:00 am
First Bank & Trust
820 Church St., Evanston, IL 60201
Park on Benson or in the public garage next door

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/

Monday, April 23, 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

Friday, April 27, 12:00 to 1:15 pm
Harold Washington Library, lower level video theater
400 S. State Street, Chicago, IL 60605
No registration required

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.

Saturday, April 21, 1:00 to 2:30 pm
Wilmette Public Library
1242 Wilmette Ave., Wilmette, IL 60091
Register at www.wilmettelibrary.info/

Wednesday, April 25, 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, April 28, 1:30 to 3:00 pm
Deerfield Public Library
920 N. Waukegan Rd., Deerfield, IL 60015
Register at http://www.deerfieldlibrary.org/ or call 847-580-8933

Estate Planning Toolbox

Knowing your tools and learning how to use them makes any job easier. The same is true for estate planning. In this workshop, you’ll become familiar with a range of estate planning tools, what they do, and the terminology they use. In addition to wills, trusts, and powers of attorney, we will discuss the role that insurance, titling of property, and gifting can play. Finally, we’ll take a look at how these tools work with our tax system, including estate, income, generation-skipping and gift taxes.

Thursday, April 26, 7:00 to 8:30 pm
Prospect Heights Public Library
12 N. Elm St., Prospect Heights, Il 60070
Register at http://www.phpl.info/ or (847) 259-3500

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, April 24, 6:30 to 7:30 pm
Ela Township Community Center
380 Surryse Rd, Lake Zurich, IL 60047
Register with Ela Township 55-Plus at 847-438-9160

Saturday, April 28, 10:00 to 11:30 am
Deerfield Public Library
920 N. Waukegan Rd., Deerfield, IL 60015
Register at http://www.deerfieldlibrary.org/ or call 847-580-8933

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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