Business Posts

Don't miss the last Money Smart Week opportunity - Rules of the Road: Investing 101 with Kaylee Phalon

Kaylee Phalon has been a Financial Advisor with Edward Jones for over 5 years and holds an Accredited Asset Management Specialist, AAMS™, certification from the College for Financial Planning. Her focus areas include Retirement Income and Savings Strategies, College Savings, Estate & Legacy Strategies and Insurance & Annuities.

Kaylee will present the fundamental concepts of investing and potential strategies to build wealth. For beginning investors and those who would like to learn more about maximizing current investments.

Save the Date! Saturday, April 6th at 95th St. Library starting 2:00 pm.
Naperville Public Library’s Money Smart Week events are on the NaperLaunch calendar.

Posted: 
Wednesday, April 3, 2019 - 09:15

Money Smart Week - Making the Most of Social Security with Mike Heatwole

Mike Heatwole is a Certified Financial Planner™ and founder of The Dala Group. Before starting The Dala Group, Mike’s financial planning career started at Waddell & Reed where he built a wealth management firm focusing his efforts on helping families achieve their financial goals.

Learn various social security filing strategies available and how these strategies can provide lifetime Social Security benefits. Also, discuss how 2019 taxes will affect your Social Security benefits.

Save the date! Friday, April 5th at 95th St. Library starting 7:00 pm.
Naperville Public Library’s Money Smart Week events are on the NaperLaunch calendar. No registration required.

Posted: 
Wednesday, April 3, 2019 - 09:00

Money Smart Week - ABC's of Homebuying with Matthew Ewald

Matthew Ewald, Vice President of Residential Leasing at Draper & Kramer Mortgage, provides an overview of the home buying process. Draper and Kramer Mortgage is one of the country’s premier full-service real estate and financial firms, a family-owned company headquartered in Chicago since 1893.
Topics include household budgeting, building credit, tips on improving credit scores, home loan financing options and down payment assistance programs. Find out the importance of selecting the right realtor, inspector, attorney and lender.
Save the date! Thursday, April 4th at 95th Street Library starting 6:30 p.m.
Naperville Public Library's Money Smart Week events are on the NaperLaunch calendar.

Posted: 
Wednesday, April 3, 2019 - 08:45