Seminars

Apr
25
Tue
Travel for free (or almost) @ Niles Public Library
Apr 25 @ 7:00 pm – 8:30 pm

What’s the number one thing most people want to do when they retire? Travel more! This talk examines strategies for building and maximizing airline mileage, credit card points, and hotel loyalty programs so that you can travel more at lower cost.  Everyone has a few points laying around, but few actually get much use out of them.  Come learn how with financial advisor Danielle Schultz of Haven Financial Solutions. A Money Smart Week program.

Apr
27
Thu
Investing Basics @ Mt. Prospect Public Library
Apr 27 @ 1:00 pm – 2:00 pm

Begin your investing program!

Whether you’re just starting out in a career, or retiring from one and wondering what to do about your 401(k), this program is for you. Danielle L. Schultz, CFP® CDFA™ will help you understand the basics of setting your investment goals, then choosing the right investment plan to accomplish security and success. Ms. Schultz is the author of the new book Idiot’s Guide: Beginning Investing and a fiduciary, fee-only investment manager and financial planner. She will help you choose the right investments for your level of knowledge, confidence, and risk tolerance, and point you at ways to increase your knowledge (and wealth!) over time.

May
30
Tue
Hack-proof your financial life @ Mt. Prospect Public Library
May 30 @ 7:30 pm – 8:30 pm

Hacking is in the news every day. Are you concerned about the security of your email, computers, and especially your financial information and bank and credit card accounts? Danielle L. Schultz, a CERTIFIED FINANCIAL PLANNER™ and investment manager, will show you how to hack-proof your life, keep your financial data safe, and maintain your privacy. You’ll find out just how vulnerable you are, and learn simple strategies to greatly improve the cyber-security of your financial life.