Seminars

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.