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Events

At Vantage Point Financial, we value education and financial literacy for our clients, and our community.  On several occasions throughout the year, we offer free adult education courses on a variety of topics relating to investments, taxes, and financial planning.  Check out our upcoming events or contact us to find out what's coming up. 

 

Upcoming Events

More events are on the way! Check back soon for more information.

Past Events

May 7, 2020

6:00p - 7:30p

Comforts of your home via ClosedMeeting -- Digital Meeting

Taxes in Retirement -- Digital Edition

Efficiently managing your taxes involves many intricate details and strategies - and a clear understanding of any changes to the tax code.  To prepare and plan for the future, we would like to invite you to our class, Taxes in Retirement.  Learn new tax tips and receive reminders on key items to help you reduce your liabilities and meet your financial goals. 

May 6, 2020

4:00p - 5:30p

Comforts of your home via ClosedMeeting -- Digital Meeting

Taxes in Retirement -- Digital Edition

Efficiently managing your taxes involves many intricate details and strategies - and a clear understanding of any changes to the tax code.  To prepare and plan for the future, we would like to invite you to our class, Taxes in Retirement.  Learn new tax tips and receive reminders on key items to help you reduce your liabilities and meet your financial goals. 

May 5, 2020

3:00p - 4:30p

Comforts of your home via ClosedMeeting -- Digital Meeting

Taxes in Retirement -- Digital Edition

Efficiently managing your taxes involves many intricate details and strategies - and a clear understanding of any changes to the tax code.  To prepare and plan for the future, we would like to invite you to our class, Taxes in Retirement.  Learn new tax tips and receive reminders on key items to help you reduce your liabilities and meet your financial goals. 

April 30, 2020

12:00p - 1:30p

Comforts of your home via ClosedMeeting -- Digital Meeting

Taxes in Retirement -- Digital Edition

Efficiently managing your taxes involves many intricate details and strategies - and a clear understanding of any changes to the tax code.  To prepare and plan for the future, we would like to invite you to our class, Taxes in Retirement.  Learn new tax tips and receive reminders on key items to help you reduce your liabilities and meet your financial goals. 

April 29, 2020

10:00a - 11:30a

Comforts of your home via ClosedMeeting -- Digital Meeting

Taxes in Retirement -- Digital Edition

Efficiently managing your taxes involves many intricate details and strategies - and a clear understanding of any changes to the tax code.  To prepare and plan for the future, we would like to invite you to our class, Taxes in Retirement.  Learn new tax tips and receive reminders on key items to help you reduce your liabilities and meet your financial goals. 

March 17, 2020

10:00a - 12:00p

Benedictine University

Taxes in Retirement

Efficiently managing your taxes involves many intricate details and strategies - and a clear understanding of any changes to the tax code.  To prepare and plan for the future, we would like to invite you to our class, Taxes in Retirement.  Learn new tax tips and receive reminders on key items to help you reduce your liabilities and meet your financial goals. 

March 10, 2020

6:30p - 8:30p

Benedictine University

Taxes in Retirement

Efficiently managing your taxes involves many intricate details and strategies - and a clear understanding of any changes to the tax code.  To prepare and plan for the future, we would like to invite you to our class, Taxes in Retirement.  Learn new tax tips and receive reminders on key items to help you reduce your liabilities and meet your financial goals. 

Event Registration


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