Due to the coronavirus pandemic, all programs are currently being offered virtually. Links to programs that have been recorded are included below.
To receive a list of upcoming events approximately four times a year, or to inquire about offering one of these workshops, sign up on the Contact Karen page.
Recording: Twelve Months to Take Charge of Your Finances
This abbreviated version of the face-to-face workshop will show you how to focus on one part of your financial life each month to get your financial house in order. Following Karen’s Money 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.
View the video and download the handout on the Federal Reserve Bank of Chicago’s Money Smart Week web page.
Webinar: Taking Distributions from Retirement Plans
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 we must start required minimum distributions and how distributions are calculated for our heirs. Then the coronavirus turned our world upside down, and the CARES Act made more changes for 2020. Learn what’s changed and what hasn’t, and what changes you should consider making as a result.
Vernon Area Public Library
Monday, October 19 at 1 pm
Register on Zoom via the Library webpage. You will be emailed instructions on how to attend.
Webinar: 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.
Cook Park Memorial Library
Tuesday, September 15 from 6:30 to 8:00 pm
Register on Zoom. You will be emailed instructions on how to attend. You will receive an additional email with the handout as an attachment just before the program.
Webinar: What Women Need to Know about Social Security Benefits
Women rely more on Social Security for their income during retirement than men do. That means that maximizing your Social Security benefit is critical. Learn which claiming strategies are recommended, and which decisions could cost you. See how divorce, remarriage, and widowhood affect your benefits. We’ll also cover special rules about continuing to work while receiving benefits and how a government pension could reduce your Social Security check.
Webinar: 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.
Messenger Public Library
Tuesday, Oct. 6 at 7 pm
On www.messengerpl.org, go to the events calendar and click on this event.
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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.