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Event Details
Saturday, October 23, 2010
Harold Washington Library: 400 S. State Street; Chicago, Illinois 60605
*9:30 am - 1:00 pm
Opening Ceremony at the Multipurpose Room - 9:30 a.m. - Please RSVP above
Appointments will be handled on a first come, first serve basis. Register on-site!
Chicago City Treasurer, Stephanie D. Neely and the Financial Planning Association of Illinois invite you to attend "Chicago Financial Planning Day" FREE event.
You willl be able to meet one-on-one with dozens of professional financial planners to discuss your personal finance questions, concerns and interests. Expert advice will be provided on a pro bono basis by the Financial Planning Association® and highly qualified CERTIFIED FINANCIAL PLANNER™ professionals.
Topics and advice may include:
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GENERAL FINANCIAL PLANNING
Buying a Home - Debt Management
Building a College Fund - Savings Goals
SPECIAL CIRCUMSTANCES
Job Loss and Job Change - Foreclosure Assistance
Change in Marital Status
INVESTMENT PLANNING
Investment Strategies - Asset Accumulation
Generating Investment Income
RETIREMENT PLANNING
Building a Retirement Fund - 401(k) and 403(b) Plans
IRA Accounts - Social Security
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INCOME TAX PLANNING Tax Reduction Strategies
Charitable Contributions - Small Business
ESTATE PLANNING
Building an Inheritance - Wills and Trusts
Estate Tax Strategies
INSURANCE PLANNING
Life Insurance Coverage - Disability Insurance
Long-term Care Planning
EMPLOYEE BENEFITS
Managing Health Insurance - Health Savings Accounts Pension Benefits
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When & Where
Chicago Public Library
Harold Washington Library
400 S. State
Chicago,
IL 60605
Saturday, October 23, 2010; ends at 1:00 PM (CT)
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