Upcoming Programs

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

Please mark your calendar for Money Smart Week, March 30 – April 6. There will be hundreds of free, non-commercial programs throughout the greater Chicagoland area, including nine that I will be presenting. I’ll be adding those events on this page around the end of February. 

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.

Wednesday, January 16, 7:00 to 8:30 pm
Grayslake Area Public Library
100 Library Lane, Grayslake, IL 60030
Register at https://www.grayslake.info/

Thursday, March 7, 12:00 to 1:15 pm
Harold Washington Library, lower level video theater
400 S. State Street, Chicago, IL 60605
No registration required

10 Steps to a Smarter Tax Return

Instead of just “doing” your taxes, take steps to manage your tax bill now and in the future. Learn to make smart choices about when and how you save for retirement or college, use employer benefits, pay taxes on your investments, manage the tax hit of being a widow or widower, or take advantage of lower income years at the beginning or end of your career.

Wednesday, January 30, 7:00 to 8:30 pm
Helen Plum Library
110 West Maple Street, Lombard, IL 60148
Register at https://www.helenplum.org/

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 1/2, how to choose the right beneficiary, and what you can and can’t do when you inherit an account.

Thursday, Jan. 31, 6:00 to 7:30 pm
Lincoln-Belmont Branch, Chicago Public Library
1659 W Melrose St., Chicago, Il 60657
No registration required

Thursday, February 21, 7:00 to 8:30 pm
McHenry Public Library
809 N. Front Street, McHenry, IL 60050
Register at http://www.mchenrylibrary.org/

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.

Wednesday, February 20, 7:00 to 8:30 pm
Messenger Public Library of North Aurora
113 Oak St, North Aurora, IL 60542
Register at http://www.northaurora.lib.il.us/

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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