RTAC Member Workshops and Seminars
Last update 11/17/17
Back to the RTAC Home page.
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The Fall 2017 RTAC Workshops and Seminars have been completed.
(See below for past workshop summaries.)
RTAC is pleased to be able to invite its members to participate in our future workshops and seminars.
These programs are provided to our members at no charge. The sessions are held in the Garland Building Conference Room at 111 N. Wabash Avenue.
Unless otherwise listed, all programs listed below begin at 10:00 a.m. and generally conclude before noon. Space is limited to 20  participants per program. Please call (312) 750-1522 between 10:00 a.m. and 3:00 p.m. to make a reservation.

Watch this space for additional workshops or send a note to the webmaster to be included in our Workshop Alerts
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All programs require advance registration and are open to RTAC Members in good Standing.
Please call (312) 750-1522 to reserve your place.
Due to space limitations, registration is limited to, AT MOST, 20 individuals for each program.
Unless otherwise indicated, all of the workshops take place the conference room of the Garland building at 111 N. Wabash.

Click CTU or CTPF to get information about or to register for their workshops.

Workshops by the Cook County Elder Justice Center
Please call the Elder Justice Center at (312) 603-9233 today to reserve your seat.

Senior Driving: Tips for the Active Senior
Friday, December 8, 2017

Richard J. Daley Center Concourse Level, CL-115


Summaries of recent RTAC workshops.
Quick links to summaries of the Fall 2017 workshops:
Navigating Social Security to Maximize Retirement Benefits presented by Better Benefits Family Group TUESDAY, SEPTEMBER 26, 2017
Reviewing Your 2016 Tax Return to Save Money on Your 2017 Taxes presented by Bill Blyth & Associates WEDNESDAY, OCTOBER 11, 2017
 
Optimizing Home Mortgage Benefits presented by Estate Plan Chicago WEDNESDAY, OCTOBER 25, 2017
Don’t Be Spooked by Long Term Care presented by Janice Axelrod & Associates TUESDAY, OCTOBER 31, 2017
Medicare Basics presented by Oak Street Health THURSDAY, NOVEMBER 2, 2017

Summaries of past RTAC Seminars and Workshops
Spring-2017
2016
2015
2014
2013

Navigating Social Security to Maximize Retirement Benefits
presented by Better Benefits Family Group

TUESDAY, SEPTEMBER 26, 2017

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Michael Broadus and Michael Vasilou of Better Benefits Family Group provided a seminar titled “Navigating Social Security to Maximize Retirement Benefits”.  Their presentation focused upon; 1) reallocation of one’s retirement income to address ongoing monthly expenses; 2) how to initiate and navigate one’s status as a Social Security recipient; 3)  Medicare Health Insurance and how one’s income determines one’s Medicare premiums;  4) the affects of the Windfall Elimination Provision (see WEP) as it relates to one’s public retirement pension. There was also an opportunity to address the attendees’ individual questions related to the topics discussed. At the conclusion, the attendees indicated that they wish they had known about some of the information prior to retirement. Both presenters will be providing additional seminars in Spring 2018.
 

Michael Vasilou presenting  Medicare information

Michael Broadus presenting Social Security information

Answering participant's questions

Answering participant's questions
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Reviewing Your 2016 Tax Return to Save Money on Your 2017 Taxes
presented by Bill Blyth & Associates

WEDNESDAY, OCTOBER 11, 2017
Blyth Logo

Blyth and Associates, in conjunction with North Central Tax Services, presented “How to Save Money by Reviewing and Understanding your Income Tax Return.”  

By teaching people how to read their tax returns, we were able to take away some of the mystery associated with paying one’s taxes.  Topics included the different types of income (taxable, tax free, and tax deferred); itemized deductions; withholding versus estimated payments; what you need to know about your Required Minimum Distribution (RMD); the benefits of donating your RMD to charity; tax treatment of qualified dividends and capital gains; and how to identify the phony “IRS” phone call to avoid being scammed.  The presentation was chock-full of information relevant at all retirees and those soon to be retirees.  The audience left the presentation with a better understanding of how you can minimize your taxes and make better investment decisions by doing a little planning. 
Please visit us at http://www.blythfinancial.com/team


Participants sharing information

Bill Bllyth and team presenting

More of the presentation

Arlene Crandall providing examples
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Optimizing Home Mortgage Benefits
presented by Estate Plan Chicago

WEDNESDAY, OCTOBER 25, 2017Ward Powell

It is important to stay in control of every dollar you’ve earned, as long as you possibly can. Pay what you should pay, but not a penny more. In your attempt to save interest, you give away interest, when you pay extra. You give up what you didn’t have to pay and give up what that dollar could have earned you, if you had kept it. This is called opportunity cost. That is, giving away money, you didn’t have to give. Hence, relinquishing control to the banks and finance companies. There are more efficient strategies available. Using an inefficient approach to pay your mortgage can cost you tens of thousands of dollars over time. 
                       
This presentation was extremely informative, according to the attendees. “Good food for thought!”  “Information I can use.” “Excellent!” “I learned to use my money more efficiently and not give it to to the IRS, Mortgage Companies, Finance Companies, and the like.” “I must learn more about the concepts.“ “Superior presentation, very knowledgeable and focused! “I will personally, use these strategies with the Ward Powell Group’s assistance”.  “Awesome presentation!” Contact The Ward Powell Group and receive a special Estate Planning offer for RTAC members only at ward@thewardpowellgroup.com


Presenter Ward Powell
Ward Powell pesenting

And the next slide is ----

Ward Powell answering questions
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Don’t Be Spooked by Long Term Care
presented by Janice Axelrod & Assoc.

TUESDAY, OCTOBER 31, 2017
JAA

(Details Pending)
  

Participants listening to the presentation

Leading the discussion

Getting more facts

Janice Axlerod answering questions
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Medicare Basics
presented by Oak Street Health

THURSDAY, NOVEMBER 2, 2017

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No details available.


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