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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

August 26, 2020

4:30p - 6:00p

Comforts of your home via Zoom Conference -- 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. 

August 25, 2020

6:30p - 8:30p

Sheraton of Lisle Acadia Symposium

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. 

August 19, 2020

6:30p - 8:30p

Sheraton of Lisle Acadia Symposium

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. 

August 18, 2020

12:00p - 1:30p

Comforts of your home via Zoom Conference -- 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. 

June 11, 2020

6:00p - 8:00p

Comforts of your home via Digital Meeting

Social Security Benefit Options Digital Workshop

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.

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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