Long term planning Archives - Chicago Treasurer's Office | Melissa Conyears-Ervin - Chicago Treasurer | CTO | Chicago Illinois https://chicagocitytreasurer.com/tag/long-term-planning/ The City Treasurer’s Office is the custodian and manager of all cash and investments for the City of Chicago, the four City employee pension funds, and the Chicago Teacher’s Pension Fund. Mon, 16 Mar 2026 15:32:37 +0000 en-US hourly 1 https://wordpress.org/?v=6.9.4 https://chicagocitytreasurer.com/wp-content/uploads/2024/12/MCE-Portrait-2024-1-scaled-e1734541513502-150x150.jpg Long term planning Archives - Chicago Treasurer's Office | Melissa Conyears-Ervin - Chicago Treasurer | CTO | Chicago Illinois https://chicagocitytreasurer.com/tag/long-term-planning/ 32 32 Supporting System-Impacted Small Business Owners https://chicagocitytreasurer.com/events/resources-for-returning-resident-small-business-owners/?utm_source=rss&utm_medium=rss&utm_campaign=resources-for-returning-resident-small-business-owners Thu, 12 Mar 2026 19:10:34 +0000 https://chicagocitytreasurer.com/?post_type=mec-events&p=7710 Supporting System-Impacted Small Business Owners System-impacted entrepreneurs face unique challenges. You don’t have to figure it out alone. Join us for a conversation focused on reentry, entrepreneurship, and the tools available to help system-impacted residents move forward with confidence. Hear directly from business owners, community leaders, and resource partners about what it takes to overcome […]

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Supporting System-Impacted Small Business Owners

System-impacted entrepreneurs face unique challenges. You don’t have to figure it out alone.

Join us for a conversation focused on reentry, entrepreneurship, and the tools available to help system-impacted residents move forward with confidence. Hear directly from business owners, community leaders, and resource partners about what it takes to overcome barriers, build a business, and create new opportunities.

Hear about:
🔹 The challenges of starting a business as a returning resident
🔹 The Illinois Clean Slate Act — what it is and how it may help
🔹 Real experiences from the owner of VietFive Coffee on building a business after reentry
🔹 Resources and support from the Mayor’s Office of Reentry and community partners
🔹 Answers to your questions from U.S. Bank, Escape the Odds, and more

📅 Date: April 2, 2026
🕕 Time: 6:00 PM – 8:00 PM
📍 Location: VietFive Coffee – 1116 W. Madison St. Chicago, IL.

Click here to find your ward number.

Questions? Visit chicagocitytreasurer.com or email citytreasurerevents@cityofchicago.org.

Click here to register now!

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]]> MMI Home Stretch: Homebuyer Event Part 1 https://chicagocitytreasurer.com/events/mmi-home-stretch-homebuyer-event-part-1/?utm_source=rss&utm_medium=rss&utm_campaign=mmi-home-stretch-homebuyer-event-part-1 Thu, 19 Feb 2026 20:36:51 +0000 https://chicagocitytreasurer.com/?post_type=mec-events&p=7628 The Money Matters Institute Home Stretch: Homebuyer Event (Part 1) at BUILD Chicago Calling all aspiring homebuyers! Join us for a free event designed to help you move from dream to doorstep. Gain the tools, guidance, and confidence you need—no matter where you are on your journey. Earn a certificate you can take to the bank for […]

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]]> The Money Matters Institute Home Stretch:
Homebuyer Event (Part 1) at BUILD Chicago

Calling all aspiring homebuyers! Join us for a free event designed to help you move from dream to doorstep. Gain the tools, guidance, and confidence you need—no matter where you are on your journey.

  • Earn a certificate you can take to the bank for down payment assistance*
  • One-on-one support from HUD-certified counselors
  • Start a customized action plan to qualify for homeownership
  • Get your free TransUnion credit score (soft pull only – no impact!)

From first steps to final stretch, this event moves you closer to the keys.

*Must complete 6 homeowner education hours and 1 one-on-one counseling session

How the Two-Part Home Stretch Series Works

Step 1
Attend Part 1 (this event) and complete 3 hours of your required homebuyer education.
You must be in your seat by 9:30 AM and attend the full session to receive credit for 3 of the 6 required homebuyer education

Step 2
Sign up for your required one-on-one counseling session. Appointments are available on February 21 or February 28.

Please bring:

  • Government-issued photo ID
  • Proof of income (last two months of pay stubs)
  • Bank statements (last two months)

Step 3
Attend Part 2 of the Home Stretch series to complete the remaining 3 hours of your required homebuyer education.

Step 4
Congratulations! After completing both parts, you will receive your certificate (valid for one year) and can begin working with financial institutions to pursue down payment assistance and mortgage readiness.

Event Details

📅 Date: Saturday, February 21, 2026
🕓 Time: 8:30 AM – 3:00 PM
📍 Location: BUILD Chicago – 5100 W Harrison St, Chicago, IL 60644

What to Expect at Part 1

  • Homebuyer Program Deep Dive (9 AM –12 PM): Hear from The Resurrection Project on how their education and certification programs pave the way toward mortgage readiness and down payment assistance.
  • Private HUD-Certified Counseling (Available 9 AM–3 PM): Customized one-on-one sessions with certified counselors from The Resurrection Project help attendees get personal guidance and review their credit.
  • Resource Fair & Exhibitor Tables (All Day): Meet with key partners from financial institutions and housing organizations ready to support your path to homeownership.

From first steps to final stretch, this series moves you closer to the keys.

Spots are limited. Reserve your seat today.

Click here to register now!

 

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]]> Wealth Wednesdays: Protecting What You Build — Estate Planning, Homeownership & Wealth Preservation https://chicagocitytreasurer.com/events/wealth-wednesdays-protecting-what-you-build-estate-planning-homeownership-wealth-preservation/?utm_source=rss&utm_medium=rss&utm_campaign=wealth-wednesdays-protecting-what-you-build-estate-planning-homeownership-wealth-preservation Tue, 27 Jan 2026 21:51:07 +0000 https://chicagocitytreasurer.com/?post_type=mec-events&p=7349 Join Chicago City Treasurer Melissa Conyears-Ervin and Attorney Ernest Fenton for an in-depth conversation on strategic creation and preservation of wealth. This session explores the vital link between legal planning and community efforts to build lasting economic legacy and close the wealth gap. Click here to watch live!  

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]]> Join Chicago City Treasurer Melissa Conyears-Ervin and Attorney Ernest Fenton for an in-depth conversation on strategic creation and preservation of wealth. This session explores the vital link between legal planning and community efforts to build lasting economic legacy and close the wealth gap. Click here to watch live!

 

The post Wealth Wednesdays: Protecting What You Build — Estate Planning, Homeownership & Wealth Preservation appeared first on Chicago Treasurer's Office | Melissa Conyears-Ervin - Chicago Treasurer | CTO | Chicago Illinois.

]]> Wealth Wednesdays: Breaking Barriers – Women Leading On and Off the Court https://chicagocitytreasurer.com/events/breaking-barriers-women-leading-on-and-off-the-court/?utm_source=rss&utm_medium=rss&utm_campaign=breaking-barriers-women-leading-on-and-off-the-court Thu, 23 Oct 2025 21:47:30 +0000 https://chicagocitytreasurer.com/?post_type=mec-events&p=6012 Get inspired by our dynamic conversation with Renee Montgomery (Co-Owner and VP, WNBA Atlanta Dream), Karen Leetzow (President, Chicago Stars FC), Shari’ Nycole (ESSENCE), and more. November 5th at 12pm and 7pm – Virtual Rebroadcast Register here!  

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]]> Get inspired by our dynamic conversation with Renee Montgomery (Co-Owner and VP, WNBA Atlanta Dream), Karen Leetzow (President, Chicago Stars FC), Shari’ Nycole (ESSENCE), and more.

November 5th at 12pm and 7pm – Virtual Rebroadcast

Register here!

 

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]]> MMI Presents: The Home Stretch – Your Financial Jumpstart to Owning a Home https://chicagocitytreasurer.com/events/mmi-presents-the-home-stretch-your-financial-jumpstart-to-owning-a-home/?utm_source=rss&utm_medium=rss&utm_campaign=mmi-presents-the-home-stretch-your-financial-jumpstart-to-owning-a-home Wed, 23 Jul 2025 21:36:57 +0000 https://chicagocitytreasurer.com/?post_type=mec-events&p=5666 Dreaming of a home to call your own? Let’s make it happen. Calling all aspiring homebuyers! Join us for a free event designed to help you move from dream to doorstep. Gain the tools, guidance, and confidence you need—no matter where you are on your journey. ✅ One-on-one support from HUD-certified counselors ✅ Start a customized action […]

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]]> Dreaming of a home to call your own? Let’s make it happen.

Calling all aspiring homebuyers! Join us for a free event designed to help you move from dream to doorstep. Gain the tools, guidance, and confidence you need—no matter where you are on your journey.

✅ One-on-one support from HUD-certified counselors
✅ Start a customized action plan to qualify for homeownership
✅ Earn a certificate you can take to the bank for down payment assistance
✅ Get your free TransUnion credit score (soft pull only – no impact!)
🎯 From first steps to final stretch, this event moves you closer to the keys.
Spots are limited—reserve yours now! Click here to register!

Owning a home isn’t out of reach – it starts here.

📆Wednesday, August 20th, 2025
📍Build Inc.- 5100 W. Harrison St
🕘9AM-3PM

Register now!

What To Expect:

  • Opening Workshop Series (9:10–10:40 AM): Learn from top industry professionals from BMO, Huntington, and TransUnion as they share insights into budgeting and saving, debt reduction, and credit strengthening.
  • Homebuyer Program Deep Dive (10:45–11:10 AM): Hear from the Chicago Urban League and The Resurrection Project on how their education and certification programs can help lead you to mortgage readiness and down payment assistance.
  • Private HUD-Certified Counseling (9 AM–3 PM): One-on-one sessions with certified counselors from the Chicago Urban League and The Resurrection Project will help you start a customized action plan to help qualify for homeownership.
    • Please bring: Government-issued photo ID, Proof of income (Including pay stubs for last two months), Bank statements (Last two months)
  • Resource Fair & Exhibitor Tables (9 AM – 3 PM): Meet with key partners from financial institutions and housing organizations ready to support your path to homeownership.

The post MMI Presents: The Home Stretch – Your Financial Jumpstart to Owning a Home appeared first on Chicago Treasurer's Office | Melissa Conyears-Ervin - Chicago Treasurer | CTO | Chicago Illinois.

]]> Money Mondays with Melissa in the Community: Safe Banking for Seniors https://chicagocitytreasurer.com/events/money-mondays-with-melissa-in-the-community-safe-banking-for-seniors/?utm_source=rss&utm_medium=rss&utm_campaign=money-mondays-with-melissa-in-the-community-safe-banking-for-seniors Wed, 21 May 2025 16:00:30 +0000 https://chicagocitytreasurer.com/?post_type=mec-events&p=5559 Join Chicago City Treasurer Melissa Conyears-Ervin Live in the Community June 5th for a special “Money Mondays with Melissa” event tailored to senior residents. This interactive Safe Banking for Seniors Workshop will help seniors learn tips to help keep you and your money safe. Join us for a day of fun, interactive activities that include […]

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]]> Join Chicago City Treasurer Melissa Conyears-Ervin Live in the Community June 5th for a special “Money Mondays with Melissa” event tailored to senior residents. This interactive Safe Banking for Seniors Workshop will help seniors learn tips to help keep you and your money safe. Join us for a day of fun, interactive activities that include BINGO, prizes and more. Presented in partnership with DFSS and Huntington Bank.

Topics Include:
• Understanding Common Scams
• Avoiding Financial Exploitation
• Smart Money Decisions
• Guarding Against Identity Theft
• Planning for Unexpected Life Events
• Preparing for Financial Disasters
• Helpful Resources on Managing Money
• Reporting Financial Exploitation

To secure your spot, contact Renaissance Court Senior Center at 312.744.4550.

Learn more: www.chicagocitytreasurer.com

Date: Thursday, June 5, 2025
Time: 1:00 PM – 3:00 PM
Location: Chicago Cultural Center – Renaissance Court, 78 E Washington, Chicago, IL 60602

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]]> Money Matters Institute & NPHC present: “Building and Sustaining Generational Wealth” https://chicagocitytreasurer.com/events/money-matters-institute-nphc-present-building-and-sustaining-generational-wealth/?utm_source=rss&utm_medium=rss&utm_campaign=money-matters-institute-nphc-present-building-and-sustaining-generational-wealth Mon, 05 May 2025 20:17:53 +0000 https://chicagocitytreasurer.com/?post_type=mec-events&p=5531 Open to the Public! MMI and NPHC Present: BUILDING AND SUSTAINING GENERATIONAL WEALTH A financial empowerment workshop and resource fair hosted by the Chicago City Treasurer’s Office, in partnership with the National Pan-Hellenic Council of Chicago. Join Us For “The State of Community Wealth: Where We Stand & How to Build Forward” Panel. Workshops Include: […]

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]]> Open to the Public!

MMI and NPHC Present: BUILDING AND SUSTAINING GENERATIONAL WEALTH

A financial empowerment workshop and resource fair hosted by the Chicago City Treasurer’s Office, in partnership with the National Pan-Hellenic Council of Chicago.

Join Us For “The State of Community Wealth: Where We Stand & How to Build Forward” Panel.

Workshops Include:

  • From Paycheck to Prosperity: Mastering Budgeting & Saving
  • Credit Power: Understanding, Building & Protecting Your Score
  • Protect Your Legacy: Insurance & Estate Planning Essentials
  • Retirement Ready: Planning Now for Financial Freedom Later
  • Breaking Free: Smart Strategies for Managing & Eliminating Debt

Wednesday, June 4, 2025 | 5:00-9:00 PM
Malcolm X College | 1900 W. Jackson Blvd, Chicago, IL 60612

Click here to register now!

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]]> Money Matters Institute: Small Business Edition https://chicagocitytreasurer.com/events/money-matters-institute-small-business-edition/?utm_source=rss&utm_medium=rss&utm_campaign=money-matters-institute-small-business-edition Thu, 13 Feb 2025 20:03:35 +0000 https://chicagocitytreasurer.com/?post_type=mec-events&p=5401 Are you looking for ways to grow your business and strengthen your financial knowledge? Look no further! Join us for a small business-focused MMI session February 27th from 4:00-7:30 PM at the Woodson Regional Library, located at 9525 S Halsted St, Chicago, IL 60628. At this special event, you’ll receive valuable financial education on: 💰 Accessing Capital: […]

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]]> Are you looking for ways to grow your business and strengthen your financial knowledge? Look no further! Join us for a small business-focused MMI session February 27th from 4:00-7:30 PM at the Woodson Regional Library, located at 9525 S Halsted St, Chicago, IL 60628.

At this special event, you’ll receive valuable financial education on:

💰 Accessing Capital: Learn how to secure the funding you need to grow your business.
📈 Scaling Your Business: Discover strategies to expand and increase your reach.
💳 Credit Strengthening: Understand how to build and maintain a strong credit profile.
📉 Debt Management: Get tips on managing and reducing business debt.

And Much More!

Join us for an evening filled with expert insights, networking opportunities, and practical advice to help you achieve your business goals. This is an event you won’t want to miss!

Click here to register now!

The Chicago Public Library’s Carter G. Woodson Regional Branch has a parking lot on the south side of the building. The lot has four accessible parking spaces and is accessible from Halsted Street.

We look forward to seeing you there and helping you unlock your business’s full potential!

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]]> 5th Annual: Building Wealth Today for Tomorrow (BWTT) Financial Empowerment Event https://chicagocitytreasurer.com/events/5th-annual-building-wealth-today-for-tomorrow-bwtt-financial-empowerment-event/?utm_source=rss&utm_medium=rss&utm_campaign=5th-annual-building-wealth-today-for-tomorrow-bwtt-financial-empowerment-event Mon, 27 Jan 2025 16:35:19 +0000 https://chicagocitytreasurer.com/?post_type=mec-events&p=5279 Chicago, it’s time to build wealth! Get ready for the 5th annual Building Wealth Today for Tomorrow (BWTT) Financial Empowerment Summit returning to the UIC Forum Saturday October 4th, 2025! Gain the tools you need for financial success with expert-led workshops on: – Financial planning – Homeownership – Investing & entrepreneurship – Money management and […]

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]]> Chicago, it’s time to build wealth! Get ready for the 5th annual Building Wealth Today for Tomorrow (BWTT) Financial Empowerment Summit returning to the UIC Forum Saturday October 4th, 2025!

Gain the tools you need for financial success with expert-led workshops on:

– Financial planning
– Homeownership
– Investing & entrepreneurship
– Money management and more!

Hear wealth wisdom from inspiring celebrity keynotes. Are you ready to transform your financial future? Register for FREE at chicagocitytreasurer.com/BWTT!

One day. One location. Endless opportunities. See you October 4th at BWTT! Mark your calendar and register today!

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]]> Money Mondays with Melissa (Live): Demystifying the Lending Process – Opportunities for Entrepreneurship & Homeownership https://chicagocitytreasurer.com/events/money-mondays-with-melissa-live-demystifying-the-lending-process-opportunities-for-entrepreneurship-homeownership/?utm_source=rss&utm_medium=rss&utm_campaign=money-mondays-with-melissa-live-demystifying-the-lending-process-opportunities-for-entrepreneurship-homeownership Thu, 16 Jan 2025 22:14:00 +0000 https://chicagocitytreasurer.com/?post_type=mec-events&p=5264 Chicago City Treasures Office and BMO Present Money Mondays in the Community as we discuss ‘Demystifying the Lending Process, Opportunities for Entrepreneurship & Homeownership’  Date and Time: Mon, Feb 10, 2025, 6:00 pm – 7:00 pm CT Location: BMO Bank 743 North Pulaski Road Chicago, Illinois 60624, United States Click here to register now!

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]]> Chicago City Treasures Office and BMO Present Money Mondays in the Community as we discuss ‘Demystifying the Lending Process, Opportunities for Entrepreneurship & Homeownership’ 

Date and Time: Mon, Feb 10, 2025, 6:00 pm – 7:00 pm CT

Location: BMO Bank
743 North Pulaski Road
Chicago, Illinois 60624, United States

Click here to register now!

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