Upcoming Programs

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.

Recording: Tools for Managing Your Finances During the COVID-19 Pandemic

The Federal government has announced numerous assistance programs including Economic Impact Payments (tax rebates), delayed tax filing, expanded unemployment benefits, mortgage payment relief, and suspended student loan payments. This workshop will show you how to maximize the benefit you get from them, plus best practices for managing your money during uncertain times. 

View the video recording of my presentation for Blue Island Public Library on their Facebook page.

Webinar: Money Skills for Tough Times

Even if you are a good money manager, you may need some new tools during these difficult and uncertain times. We’ll cover tried-and-true techniques like tracking spending and having a spending plan, as well as what to do if you can’t pay all your bills and working with creditors. We’ll also touch on strategies for investments and retirement plans – including whether you should take money out – and review types of assistance that the government has put in place to help us during the pandemic. 

Messenger Public Library
Tuesday, June 23 at 7 pm
On www.messengerpl.org, go to the events calendar and click on this event.

Webinar: 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. 

Cook Park Memorial Library. Sponsored by BankFinancial.
Tuesday, July 21 at 1 pm
Register on Zoom. You will be emailed instructions on how to attend and an additional email with the handout as an attachment just before the program.

Webinar: Taking Distributions from Retirement Plans

The right strategy can help you get the most from your IRA, 401(k), or other 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.

Cook Park Memorial Library
Wednesday, August 12 at 1 pm
Register on Zoom. You will be emailed instructions on how to attend and an additional email with the handout as an attachment just before the program.

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: 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.

Sign up to receive quarterly emails about my future events.

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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