Money Smart Week events April 25 & 26
Are you 55 or older and not quite sure what Social Security will offer you? Plan to attend “Social Security: More Than Meets the Eye” presented by Jim Flanagan of Bentron Financial on Wednesday, April 25 at 2 pm. Want to become financially astute? Attend “How to Use Morningstar” on Thursday, April 26 at 7 pm and learn to research stocks and funds like a financial pro. Both workshops are free and are offered during Money Smart Week at Oak Park Public Library, 834 Lake Street.
If you will are going to collect Social Security benefits in the next 10 years, join Jim Flanagan of Bentron Financial Group for a lively and informative discussion about the Social Security System. At “Social Security: More Than Meets the Eye” on Wednesday, April 25, learn about:
• The benefits of taking Social Security
• When to take benefits: sooner or later?
• Working while getting benefits: how are the benefits impacted?
• Taxation and Social Security
• Spousal benefits
• How to maximize the benefits you have earned!
At “How to Use Morningstar” on Thursday, April 26 a representative from Morningstar, a leading provider of independent financial research, will show you ways to use analysis at Morningstar Investment Research Center to make investment decisions.
About Money Smart Week
Money Smart Week 2012 offers more than 500 free events throughout Chicagoland focused on financial education for all ages and walks of life. The 10th annual Money Smart Week in Chicago is April 21 through 28. For the most up-to-date calendar listings, visit www.MoneySmartWeek.org or pick up a free copy of the Money Smart Week Events Calendar at any Oak Park Public Library location.
About Jim Flanagan and Bentron Financial Group
James L. Flanagan is the owner and principal of Bentron Financial Group with offices in Naperville and Oak Park. Bentron is dedicated to serving people at or near retirement and specializes in comprehensive, fee-based planning for corporate executives, business owners and retirees. Jim earned his Master’s Degree in Business Administration from Dominican University’s Brennan School of Business with a concentration in Finance. Jim is a Certified Estate Planner with the National Institute of Certified Estate Planners and is a Registered Financial Consultant. He also serves as adjunct professor at Triton College in River Grove, where he authored and teaches the retirement planning curriculum. Jim lives with his wife, Jane, and their three children in River Forest—the same community where Jim was raised.
About Morningstar Investment Research Center
Morningstar Investment Research Center, an online tool designed for both the savvy investor and the newbie, provides research on more than 30,000 stocks, mutual funds, and exchange-traded funds. Morningstar Investment Research Center offers over 100 classes on stocks, funds, and portfolio building. The Morningstar website also allows you to build and test a portfolio to sharpen your investing skills. Access Morningstar Research Center for free at the library or using your Oak Park Public Library card at http://oppl.org/finances.
Morningstar Investment Research Center is just one of many financial tools available for free at Oak Park Public Library. Visit the library or find additional financial tools at http://oppl.org/finances.
Find more events happening at Oak Park Public Library at http://oppl.org/events/calendar.