What's your Financial IQ?
What's your Financial IQ?
Chicago, IL
We have designed this Financial IQ series to help employees make smart decisions about their finances. Our goal is to help you help you achieve financial well-being and to empower you to make educated decisions about your budget, your investments, your insurance and your retirement plan.
Thu, Sep 5 2019
12:00 PM
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Thu, Oct 31 2019
1:00 PM
Understanding Life Insurance
Understanding Life Insurance
Chicago, IL
Life insurance is financial protection for your loved ones, and it can be a strong financial foundatoin to help you acheive financial well-being. This session will help you: Compare different policy types Consider which type is best for you Determine appropriate coverage
Wednesday, April 18 2018
5:30 PM
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6:30 PM
The Retirement Dilemma
The Retirement Dilemma
Downers Grove, IL
For so many Americans a major concern around their personal finances has to do with retiring on an income stream that not only covers all of their expenses, but that will last them their entire lives. Our conversation will introduce strategies on how to maximize your income stream so that your nes…
Tue, Jan 30 2018
4:30 PM
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Wed, Aug 22 2018
6:30 PM
Financial Services Career Overview
Financial Services Career Overview
Chicago, IL
This workshop is your first step in an exciting career of financial services! We cover what financial advisors do, how their compensation works and what licensing and training goes into the career. Also, you will get to hear from one of our organization's top advisors to describe their success an…
Wed, Dec 13 2017
5:30 PM
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Fri, Apr 6 2018
2:00 PM
Financial Services Career Overview
Financial Services Career Overview
Downers Grove, IL
This workshop is your first step in an exciting career of financial services!! We cover what financial advisors do, how their compensation works and what licensing and training goes into the career. Also, you will get to hear from one of our organization's top advisors to describe their success a…
Thu, Dec 21 2017
5:30 PM
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Fri, Mar 23 2018
3:00 PM
The Retirement Dilemma
The Retirement Dilemma
Chicago, IL
For so many Americans, retiring comfortably AND on their own terms has become a major concern. We are sponsoring a workshop that discusses this issue and challenges traditional savings strategies. This is workshop is not about buying a product or learning about the latest and greatest annuity. O…
Wed, Feb 28 2018
5:30 PM
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Wed, Aug 22 2018
6:30 PM
IU Financial Services Career Overview
IU Financial Services Career Overview
Bloomington, IN
This workshop is your first step in an exciting career of financial services!! We cover what financial advisors do, how their compensation works and what licensing and training goes into the career. The overview runs for approximately 30 minutes, but there will be team members available afterward…
Thursday, April 19 2018
2:00 PM
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3:30 PM
Wealthbuilding Cornerstones Retirement Income Streams
Wealthbuilding Cornerstones Retirement Income Streams
Downers Grove, IL
For so many Americans a major concern around their personal finances has to do with retiring on an income stream that not only covers all of their expenses, but that will last them their entire lives. Our conversation will introduce strategies on how to maximize your income stream and make sure yo…
Wednesday, February 21 2018
6:30 PM
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7:30 PM
