Our financial advisors have teamed up with the DeKalb Public Library to provide free in-person financial literacy courses April 26, 28 and 29 for Financial Literacy Month. These programs are a collaboration of DeKalb Public Library and other local partners to share information and resources on personal finance topics.
Social Security's Best Kept Secrets | Tues, April 26, 5:30-7:00 p.m. CT
Did you know a married couple has over 80 different strategies for how they can claim their benefits? Or that a government pension can have a significant impact on the benefits you or your spouse will receive? Social Security planning is not “one size fits all.” If you’re not looking into all your options for collecting, you could make an expensive mistake.
How Financially Successful People Build & Preserve Wealth | Thurs, April 28, 5:30-7:00 p.m. CT
No good happens by rushing things, especially when it comes to investing. In this presentation, you'll learn what destroys wealth, how successful investors create wealth, and how to alter behavior to work towards being successful.
Estate Planning Essentials: Where to Begin? | Fri, April 29, 10:00-11:30 a.m. CT
Not just for the wealthy, estate planning is essential for everyone—even a bad will is usually better than no will at all. Estate planning involves not only passing on your real estate, personal property, and financial assets to your heirs, but also planning for others to make decisions for you should you become incapacitated or die. A well-thought out estate plan can help you provide for loved ones while managing taxes and ensuring that your wishes are carried out. Estate planning is the key to making sure that everything you work for is passed on according to your wishes. These are difficult decisions, but if you don’t make them, a court will.
All classes are in-person at the DeKalb Public Library, 309 Oak St, DeKalb, IL 60115. Participation is limited.
Financial Literacy Month programs are a collaboration of DeKalb Public Library and other local partners to share information and resources on personal finance topics.
All entities are separate and not affiliated with LPL Financial.
Walsh & Associates and LPL Financial do not provide tax and/or legal advice. Clients should consult with their personal tax and/or legal advisors regarding the tax consequences of investing.
2350 Fruitville Rd., Ste. 201
Sarasota, FL 34237
HOURS: M-F, 9:00-5:00 ET
444 E. Hillcrest Dr., Ste. 230
DeKalb, IL 60115
HOURS: M-F, 9:00-5:00 CT