Money Smart Programs

April 24-27

Learn more about Money Smart Week and search for other local programs

Programs at Wheaton Public Library

Financial Advisor or Salesperson?
Monday, April 24 at 7:00 PM
Register online
Is your financial advisor offering you the very best advice, or a conflicted sales pitch? Join Knut Rostad, President of the Institute for the Fiduciary Standard and one of the nation’s leading investor advocates for a higher fiduciary standard as he outlines simple and effective rules for a better investment experience when interacting with the financial service industry.

Seven Keys to Successful Retirement Portfolio Planning
Tuesday, April 25 at 7:00 PM
Register online
Morningstar director of personal finance Christine Benz will discuss successful retirement portfolio planning for both accumulators and retirees alike. She will present practical strategies for retirement portfolio plans in the current era of ultra-low yields, and share model portfolios based on Morningstar's bottom-up research.

Reverse Mortgages: Debunking the Myth
Wednesday, April 26 at 1:00 PM
Register online
Following a host of recent changes to their rules, reverse mortgages have emerged as a critical component of the retirement planning process. Suddenly personal finance experts who once shunned them are now singing their praises. Reverse mortgage specialist Mike Wyrostek separates the facts from the myths in this fun and informative presentation.

Timeless Principles for Investing Success
Wednesday, April 26 at 7:00 PM
Register online
No matter your age or experience, four key principles should guide every investment decision you’ll ever make. Join Randy Bruns, 2018 President of FPA Illinois, as he simplifies the investment process explains how much to save, how to choose investments, why fees can be toxic, and how to stick with your plan through the most difficult of times.

Medicare 101
Thursday, April 27 at 7:00 PM
Register online
David Wylly of the Medicare Solutions Network returns to explain what Medicare covers, what it doesn't, and your potential out-of-pocket exposure. He will also discuss Supplements, Advantage Plans, Part D Prescription Coverage, and cost-saving strategies for the future.