The Next Level

Estate Planning

Tiffany Czajka will share how everyday financial planning – from budgeting and managing debt to identifying assets- lays the foundation for a strong estate plan.

Then, Eva Adams, lead staff attorney with CDEL’s Housing Preservation Project, will cover the essentials of estate planning including:

• Why estate planning matters at every income level

• Key documents such as wills, powers of attorney, advance directives, and Transfer on Death Instruments (TODI’s)

• The roles & responsibilities of Executors and Trustees

• Simple strategies to avoid probate and protect your family from court delays and legal fees

Investing in Financial Markets

Buying property is not the only way to build wealth for your future. In this workshop, we will cover the basics of investing, review stocks, bonds and mutual funds, talk through the fluctuations of the market, and learn more about investing for your retirement.

Small Business

This workshop is a broad overview of what is needed to start a small business in Illinois. It is intended to help attendees better understand what is expected and will include guest speakers who are startup or small business owners. Guest speakers will share their experience and connect attendees to resources and financing options.