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The Institute for Financial Education
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    • Home
    • About
    • Online Workshops
    • On-Site Trainings
    • Employee Wellness Program
    • News
    • Long-Term Care
    • Debt Relief
    • Contact Us
The Institute for Financial Education
  • Home
  • About
  • Online Workshops
  • On-Site Trainings
  • Employee Wellness Program
  • News
  • Long-Term Care
  • Debt Relief
  • Contact Us

Onsite Training

02/23/2023

Legacy Building and Tax Planning Strategies in 2023

6:30 pm

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7:30 pm

Illinois Central College, Hickory Hall 101

Event Details

02/23/2023

Legacy Building and Tax Planning Strategies in 2023

Please join us as we discuss the following topics:

  • Taxes 101
  • Intro to Marginal Rates 
  • Tax Changes on the Horizon 
  • Levels of Taxation 
  • Estate Taxe...

Event Details

6:30 pm

-

7:30 pm

Illinois Central College, Hickory Hall 101

02/28/2023

Estate, Legacy, and Tax Planning Strategies in 2023

6:30 pm

-

7:30 pm

"The Junction" 301 East Oakland Avenue, Bloomington, Illinois

Event Details

02/28/2023

Estate, Legacy, and Tax Planning Strategies in 2023

Please join us as we discuss:

  • Taxes 101 
  • Intro to Marginal Rates 
  • Tax Changes on the Horizon 
  • Levels of Taxation 
  • Estate Taxes  
  • Minimizing Lifeti...

Event Details

6:30 pm

-

7:30 pm

"The Junction" 301 East Oakland Avenue, Bloomington, Illinois

03/08/2023 03/09/2023

Taxes In Retirement

6:30 pm

-

7:30 pm

St. Louis Community College Corporate College Location Bridgeton, Missouri

Event Details

03/08/2023 03/09/2023

Taxes In Retirement

Please join us as we discuss:

  • Unpacking the SECURE Act and how it could create a tax disaster for your heirs
  • President Biden’s proposed tax ch...

Event Details

6:30 pm

-

7:30 pm

St. Louis Community College Corporate College Location Bridgeton, Missouri

03/13/2023

Behind the Curtain: The Fundamentals of Life Insurance and Annuities

6:30 pm

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7:30 pm

"The Junction" 301 East Oakland Avenue, Bloomington, Illinois

Event Details

03/13/2023

Behind the Curtain: The Fundamentals of Life Insurance and Annuities

Please join us as we discuss:

  • Term Vs. Permanent Life Insurance– pros and cons 
  • Utilizing insurance to save significant taxes 
  • Living benefits 
  • ...

Event Details

6:30 pm

-

7:30 pm

"The Junction" 301 East Oakland Avenue, Bloomington, Illinois

03/22/2023

Taxes in Retirement: Strategies to help Navigate Tax Legislation and Minimize your Burden in 2023

6:30 pm

-

7:30 pm

Normal Public Library, 206 West College Avenue, Normal, Illinois

Event Details

03/22/2023

Taxes in Retirement: Strategies to help Navigate Tax Legislation and Minimize your Burden in 2023

Join us as we discuss:

  • Unpacking the SECURE Act and how it could create a tax disaster for your heirs 
  • President Biden’s proposed tax changes,...

Event Details

6:30 pm

-

7:30 pm

Normal Public Library, 206 West College Avenue, Normal, Illinois

More Events

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