Families often tell us that this is their biggest worry. Where will my child live and when, how much it will cost, and most importantly, who will provide the oversight?

Our panelists will give us insights as to the steps to take, how to think about starting, is it ever too early or too late, and finally how to involve the whole family and the Dream Team in this process. We’ll develop a tool together to identify the starting point of identifying the most appropriate housing option and the most important things to look for in your own situation.

"The Big Worry: Future Residential Options"

Thursday, November 16, Noon-1 p.m. (central time)

If you'd like the information, but can’t attend, register, and we’ll provide you with a link to the recorded video after the class.  

For Zoom security, when you register, you’ll receive an email with a link to the class and a passcode, which you’ll be asked to enter when you log-on. (To avoid disruption, we'll close the class at 12:05. If you’re late, you'll be able to watch the video later.) 

Registration is required. Click here to sign up!

If you missed our October Parents University session, it's available for free using coupon code 2023pu10plan.

We discussed the fact that different family members have different financial planning needs. We have to take care of ourselves, our family, sometimes our extended family, and we have to do it during our working years, our retired years and even beyond our lifetime.

We need to know how to fit all of this into our planning—think about Social Security differently, build our portfolio differently and thoroughly understand the insurance we need or don’t need. The whole planning process can be overwhelming, but taking one step at a time leads to progress.

To watch it using the coupon code:

• Click on the link below to access the class in our store
• Add the class to your cart
• Type in the above code at checkout
• Click “Apply coupon”

As seen in The Daily Herald

Ehlert Financial Group in Lincolnshire is launching a series of "Learning to Save" webinars starting Oct. 19 and continuing into 2024.

"Parents nearing retirement are thinking about estate planning and leaving their money to the kids but finding their children know very little about the subject," said Mary Anne Ehlert of Ehlert Financial Group. "We were lucky. Our parents taught us to save. And it's not just teenagers. They could be 30 and not have a clue."

The first session is about cash flow. A sample cash flow and detailed explanation will be provided during the class, along with helpful tips.

"We teach them to pull out a piece of paper or start entering in a spreadsheet," Ehlert says. "Get your paycheck and your bills, and write down your expenses. Some are easy, like rent, utilities and student loan payments -- they're the low-hanging fruit."

Once they have a handle on their cash flow, young people have to decide how much to save for emergencies, she added.

The free webinars begin at 7 p.m. Registration is required. Sessions will be recorded and sent to participants.

Upcoming Events 2023 - 2024