Financial Workshops

Since 2010 FWA’s President, Chris DeLarme, has been involved in adult education through a number of community venues. Currently working with Northern Illinois University and local Libraries, DeLarme teaches a variety of courses geared toward the 50 plus age group. DeLarme is a Fiduciary and require to put his client’s interest ahead of his own. Below is a list of classes and their details.

On Site Workshops - By Reservation Only (Limited Seating)

40W222 La Fox Road, Suite F1, St. Charles IL 60175 - 6:30PM

Social Security Benefits

Taxes in Retirement

Saving for College

City of Geneva (City Employees Only)

22 S 1st Street - City Hall - 10:00-11:00AM

March 14, 2019 – Taxes in Retirement

May 14, 2019 – Saving for College

July 24, 2019 – Proactive vs. Reactive Investing

September 18, 2019 – Building a Cash Flow Report

November 14, 2019 – Transitioning into Retirement

January 30, 2020 – Social Security Benefits

Pottawatomie Communicty Center

8 North Avenue, St. Charles, IL 60174 - 6:30PM

TBA

Northern Illinois University

DeKalb Campus - Graham Hall - Classroom #334 - 6:30PM

 TBA

Sugar Grove Public Library

125 S. Municipal Drive, Sugar Grove, IL 60554 - 6:30PM

 TBA

Social Security

For many Social Security is a big mystery! Not any more.

This class address the most common questions that arise when doing retirement and social security planning. Get answers to questions like:
– Should I take social security early and what does it cost me if I do?
– Should I defer taking social secuiryt benefits and why?
– What happens to my benefits if I work while collecting social security?
– How do I calculate my social security benefits?
Social Security is a Government entitlement program that you’ve participated in for years and you owe it to yourself to know how to maximize what you are entitled to receive and more importantly, how it impacts your retirement plans.

Long-Term Care

Long-term care may vary well be the biggest obstacle pre-retirees and retirees face. Be prepared for what lies ahead.

This course teaches boomers and their parents the obscure details about long-term care. In this course we answer common questions like:
– What is long-term care?
– What are the chances I’ll need it?
– What does it cost?
– How can I pay for it?
Also learn what government assistance exists for this type of care and if any tax advantages exist.

Retirement Planning

Concerned you don’t have the answers to important questions for your retirment? You should be because there is no doubt that the burden of retirement planning has shifted from employers to employees. Rare are the days now, where one will work at a single company for 30 years and retire with a pension. Well, you can get the answers here.

This course teaches the ABC’s of Conservative Planning. Touching on many important topics like:
– Understanding the developement of risk in the markets
– Develop an income plan for your retirement
– Know what questions to ask a potential advisor
– Know your risk tolerence
– Develop your retirement budget

Contact First Wealth Advisory

40W222 La Fox Road Suite F1
St. Charles, IL 60175

Advisory services offered through Red Oak Capital Managment, LLC, an SEC-registered investment advisory firm. First Wealth Advisory may only conduct business with residents of the states for which they are properly registered.

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40W222 La Fox Rd., Ste. F1 St. Charles, IL 60175

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