Financial Seminars 

Mooney Lyons, a wealth management firm specializing in retirement strategies and income planning, is offering topical financial seminars most requested by clients and relevant to the general public, including investments in uncertain markets, claims related to social security, college funding advice, and financial strategies for women.

 

Each financial seminar is taught by a Mooney Lyons professional specializing in the specific topic being taught and is designed to offer participants comprehensive strategies that offer the potential for more consistent income and increased wealth preservation. Dates, topics, and fees for the upcoming fall seminar series are as follows:

 

South Barrington Park District:

September 6th @ 9:30 – 11:30 a.m. Surviving Market Swings: Investment Strategies for Uncertain Markets; Fee $15/$20

September 22nd @ 1:30 – 3:30 p.m. Solving the Social Security Puzzle: What you Need to Know Before You Claim; Fee $15/$20

October 12th @ 7:00 – 9:00 p.m. College Funding: Investing in your Child’s Future; Fee $15/$20

November 2nd @ 7:00 – 9:00 p.m. Taking Control: Financial Strategies for Women; Fee $15/$20

November 12th @ 9:00 – 10:00 a.m. One Hour to Savvy Cyber Security; Fee $5/$10

 

Elgin Community College

Retirement Planning Today:

September 29th & October 6th: Fee $49

October 4th & October 11th: Fee $49

October 15th & October 22nd: Fee $49

 

Lake Zurich High School

Financial Strategies for Successful Retirement:

October 13th & October 20th: Fee $59

October 18th & October 25th: Fee $59

October 15th & October 22nd: Fee $59

 

Arlington Heights Library:

The Importance of Estate Planning

September 29th 7:00 – 8:00 p.m – No cost

 

 

Registration fills up fast, and while Mooney Lyons will try and accommodate all participants, it is encouraged that you sign up as early as possible to ensure your registration is successful. More information about Mooney Lyons Financial Services seminars are available on the Mooney Lyons website at: www.MooneyLyons.com, or by calling Cindy Jacobs, Client Services Specialist, at 847.382.2600 x225.

 

About Mooney Lyons
Mooney Lyons integrates decades of financial experience through the combined knowledge of Keith Mooney and Joe Lyons. Founder Keith Mooney is a CERTIFIED FINANCIAL PLANNER™ professional, a Chartered Financial Consultant, and a Chartered Life Underwriter. Co-Founder Joe Lyons is also a CERTIFIED FINANCIAL PLANNER™ professional as well as a Chartered Financial Consultant (ChFC), and both are registered with a Series 6: Investment Company & Variable Contracts Products, a Series 7: General Securities (held with LPL Financial) and a Series 65: Uniform Investment Advisor (held with Sequoia Wealth Management).

Both Keith and Joe have lectured in front of thousands on topics such as Financial Planning, Retirement Planning, Estate Planning, Risk Management and Investment Planning Strategies, offering guidance and counsel that strives to set up families for the future.

Securities offered through LPL Financial, Member FINRA/SIPC. Investment advice offered through Sequoia Wealth Management, a registered investment advisor. Sequoia Wealth Management and Mooney Lyons Financial Services are separate entities from LPL Financial.

 

 

X
X