Upcoming Programs

Money Smart Week 2020 Cancelled due to Covid-19

The Federal Reserve Bank of Chicago has cancelled Money Smart Week 2020, scheduled for April 4 to 11, 2020. I anticipate that all of my workshops will be cancelled. However, I have not received official statements from two libraries, and another will not make a final decision for another week or so. As I hear from each location, I will update this page with the status of each event. 

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Financial Checkup for RetireesCANCELLED. Rescheduled for June 25. 

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.

Monday, March 23, 7:00 to 8:30 pm CANCELLED. Rescheduled for June 25. 
Fremont Public Library
1170 N. Midlothian Rd.
Mundelein, IL 60060
Register at http://fremontlibrary.org/ or 847-918-3206

Investing Made Simple – STATUS unclear.

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.

Monday, April 6, 7:00 to 8:30 pm – STATUS unclear. This event does not appear on the library’s calendar and I presume it has been cancelled. 
Central Library, Schaumburg Township District Library
130 S. Roselle Road, Schaumburg, IL 60193
Register at www.schaumburglibrary.org or call 847-923-3347

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.

Sunday, April 5, 2:00 to 3:30 pm – STATUS OF THIS PROGRAM IS TBD. Check the library’s events calendar for updated info as it becomes available. 
Lincolnwood Public Library District
4000 W Pratt Ave.
Lincolnwood IL 60712
To register, call (847) 677-5277 or visit www.lincolnwoodlibrary.org

Tuesday, April 7, 6:30 to 8:00 pm – STATUS OF THIS PROGRAM IS TBD. Check the library’s events calendar for updated info as it becomes available. 
Cook Park Library (Cook Memorial Public Library District)
413 N. Milwaukee Ave., Libertyville, IL 60048
Register at http://www.cooklib.org/

Taking Distributions from Retirement Accounts After the SECURE Act: What Changed and What Didn’tCANCELLED

The SECURE Act changed some of the most basic rules about how we access the money in our retirement accounts, including the age at which required minimum distributions begin and how distributions are calculated for heirs. But the real issues may be more obscure. It may now be more advantageous to name a spouse as beneficiary rather than children. Having a trust as beneficiary could cause unexpected problems. And Roth conversions may be more appealing than ever. In this program, we’ll cover the changes, review what stayed the same, and help you understand the implications.

Friday, April 10, 12:00 to 1:15 pm CANCELLED
Harold Washington Library Center, lower level video theater
400 S. State Street, Chicago, IL 60605
No registration required

Twelve Months to Take Charge of Your FinancesCANCELLED

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.

Thursday, April 9, 7:00 to 8:30 pm CANCELLED
Lake Villa District Library
1140 N Munn Road
Lindenhurst, IL 60046
Register at https://lvdl.org/ or call 847.356.7711

Credit History, Credit Score and Identity Theft Prevention

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

Saturday, April 11, 9:00 – 10:30 am – CANCELLED
Byline Bank (formerly First Bank & Trust)
820 Church St., Evanston, IL 60201

Park on Benson or in the public garage
RSVP to Judette Kurasz 847-733-7400 or jkurasz@bylinebank.com

Saturday, April 11, 1:00 to 2:30 pm  – CANCELLED
Lincoln-Belmont Branch, Chicago Public Library
1659 W Melrose St.

Chicago, Il 60657
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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