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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

September 22, 2021

6:30p - 8:30p

Naperville Public Library --- Nichols Library, Community Room

Taxes in Retirement

The United States has $28 Trillion worth of debt. This, along with unprecedented spending by the Federal Government, means higher taxes are almost a certainty. Managing taxes now and for the future is complicated, but properly addressing this risk could keep hundreds of thousands of dollars in your pocket. Join us to learn about strategies you can implement in your financial plan to reduce your tax liability throughout retirement.

October 19, 2021

6:30p - 8:30p

Nichols Library

Social Security Benefit Options

This two hour workshop offers real world strategies designed for those preparing for retirement and plan on filing for Social Security benefits. This workshop is designed to take the confusion out of the many options available to begin receiving Social Security income and help you determine which option is best for you. Whether you are married, or single, upon completion you will know how to file for your Social Security benefits as well as the best option(s) for you. You will also learn how income from other sources will affect the amount you are able to receive from Social Security and the tax implications involved.

November 2, 2021

6:30p - 8:30p

Naperville Public Library --- Nichols Library, Community Room

Taxes in Retirement

The United States has $28 Trillion worth of debt. This, along with unprecedented spending by the Federal Government, means higher taxes are almost a certainty. Managing taxes now and for the future is complicated, but properly addressing this risk could keep hundreds of thousands of dollars in your pocket. Join us to learn about strategies you can implement in your financial plan to reduce your tax liability throughout retirement.

November 8, 2021

6:30p - 8:30p

Naperville Public Library --- Nichols Library, Community Room

Essentials of Estate Planning

This course is designed to take the confusion out of estate planning and empower you to design a plan that will protect you, your assets, and most importantly, your loved ones. Upon completion, you will know how to properly protect your assets from probate and spend down while taking advantage of little known tax tips and strategies that will help you achieve your goals with the least amount of taxes owed to Uncle Sam.

November 10, 2021

6:30p - 8:30p

Naperville Public Library --- Nichols Library, Community Room

Taxes in Retirement

The United States has $28 Trillion worth of debt. This, along with unprecedented spending by the Federal Government, means higher taxes are almost a certainty. Managing taxes now and for the future is complicated, but properly addressing this risk could keep hundreds of thousands of dollars in your pocket. Join us to learn about strategies you can implement in your financial plan to reduce your tax liability throughout retirement.

Past Events

September 20, 2021

6:30p - 8:30p

Naperville Public Library --- Nichols Library, Community Room

Essentials of Estate Planning

This course is designed to take the confusion out of estate planning and empower you to design a plan that will protect you, your assets, and most importantly, your loved ones. Upon completion, you will know how to properly protect your assets from probate and spend down while taking advantage of little known tax tips and strategies that will help you achieve your goals with the least amount of taxes owed to Uncle Sam.

September 14, 2021

6:30p - 8:30p

Naperville Public Library --- Nichols Library, Community Room

Taxes in Retirement

The United States has $28 Trillion worth of debt. This, along with unprecedented spending by the Federal Government, means higher taxes are almost a certainty. Managing taxes now and for the future is complicated, but properly addressing this risk could keep hundreds of thousands of dollars in your pocket. Join us to learn about strategies you can implement in your financial plan to reduce your tax liability throughout retirement.

Event Registration


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