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Upcoming Programs

Some programs are in-person only, some are webinar-only, and some are hybrid, as noted right below the date and time for each program. If I’ve listed an address, you can attend in person. If there’s no address, it’s webinar-only.

Financial Strategies for Uncertain Times

Whether you’re already suffering financial hardship or you are afraid that hardship is ahead, join us to learn:

  • Tips for reducing expenses and setting up a budget.
  • Do’s and don’ts when you can’t pay all your bills.
  • Who qualifies and how to apply for assistance programs including unemployment, SNAP aka Food Stamps, Medicaid, and more.
  • Why tapping your retirement account should be your last resort.
  • Investment strategies for managing risk.

Tuesday, June 2 from 7:00 to 8:30
In person
Mount Prospect Public Library
10 S. Emerson St., Mount Prospect, IL
Register at https://mppl.libnet.info/events. Registration should open a month before the event.

10 Steps to a Smarter Tax Return

Instead of just “doing” your taxes, take steps to manage your tax bill now and in the future. Learn to make smart choices about when and how you save for retirement or college, use employer benefits, pay taxes on your investments, manage the tax hit of being a widow or widower, or take advantage of lower income years at the beginning or end of your career.

Wednesday, June 10 from 7:00 to 8:30 pm
In person
Arlington Heights Memorial Library
500 N. Dunton Avenue
Arlington Heights, IL
Register at https://www.ahml.info/attend/events If the event is not yet listed, please try again closer to the date of the program.

DIY Financial Planning

“If I could do the calculations, I’d know what to do.” If you’ve ever felt that way about a financial decision, this class is for you. It will introduce you to free and affordable tools to help with questions like, Should I convert my retirement account to a Roth? Should I save this money or pay down debt? When should I claim Social Security? Am I withholding enough for taxes this year?

Monday, May 4 from 6:30 to 8:00 pm
In person
Carol Stream Public Library
616 Hiawatha Drive, Carol Stream, IL
Register at https://www.cslibrary.org/event/diy-financial-planning-77573

Strategies for Claiming Social Security Benefits

Starting your Social Security benefits may be as simple as filling out a form. But there are many choices to make. Learn rules and strategies for singles and married couples, how other income can affect your Social Security benefits, and special options available to widows and widowers. We will also cover the impact of the FAIR Act on government workers receiving pensions from jobs not covered by Social Security.

Thursday, June 4 from 6:30 to 8:00 pm
In person
St. Charles Public Library
1 S. 6th Ave, St. Charles
Register at https://scpld.libnet.info/events Registration will open in March.

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