Wednesday, September 26, 2018
Blyth and Associates – Planning for Your 2018 Tax Return
Bill Blyth and Carla Nitz will guide RTAC members on the key elements they need to address to prepare for their 2018 tax return preparation based upon a review of their 2017 tax status.
Wednesday, October 24, 2018
Re-positioning Your Qualified Financial Plans to Maximize Your Income
Ward Powell, the eponymous principal of the Ward Powell Group, a financial services agency, will explain how RTAC members can maximize their cash flows from their pensions, 401K plans, IRAs, and Annuities as well as assets in low interest bearing savings accounts and CDs. With the cost of living increasing,, RTAC members will want to avail themselves of this valuable information.
Wednesday, October 31, 2018
Addressing a Scary Statistic Successfully.
According to the U.S. Department of Health and Human Services, 70% of people age 65 and older will probably need to access long-term care services at some point. Unfortunately, Medicare does not cover long term care services or expenditures. Janice Axelrod will help RTAC members address this ‘scary’ scenario with a presentation outlining a variety of plans and strategies that can be accessed.
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noon to 1:30 p.m
.Richard J. Daley Courtroom 2005
|Implications of the New
Tax Law for Your Financial Security. April 12, 2018
Michael Broadus and Michael
Vasilou of Better Benefits Family Group, Inc. will
present a program focusing on the impact of the
December 2017 Federal Tax Law as it relates
to 1) your retirement pension
and 2) strategies you can use to
protect your income
Smart Teachers Finish Rich April 18, 2018Blyth and Associates will provide a presentation that enables RTAC members to learn how to increase their retirement incomes in the new financial environment.
Life Plan Community Options - Senior Residential Housing Lifestyles April 19, 2018Megan Luce of
April Showers Bring May Flowers – Spring Forward with Long Term Care May 22, 2018
Janice Axelrod will provide a seminar on how to access long term care coverage effectively and reasonably, navigating coverage eligibility requirements, and how to identify, select, and secure an appropriate individualized option.
Health and Wealth Exit Strategies May 24, 2018Ward Powell of Estate Plan Chicago will provide RTAC members with information about how to arrange and plan for the fulfillment of their final wishes regarding their health care and the protection and distribution of their financial assets.