Broker Check

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 27, 2021

6:30p - 8:30p

Sheraton of Lisle (Business Center)

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.

May 25, 2021

6:30p - 8:30p

Sheraton of Lisle (Business Center)

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.

May 19, 2021

6:30p - 8:30p

Sheraton of Lisle (Business Center)

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.

May 17, 2021

6:30p - 8:30p

Sheraton of Lisle (Business Center)

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


Thank you!

Error processing your request. Please try again at a later time.