Heyworth Public Library District

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Financial Programs

Presented by The Foundation for Financial Education led by Bernie Wrezinski

Strategic Allocation for Small Business

  • Monday, September 24, 2018, 6:30 p.m.
  • Learn how to allocate funds so if an emergency arises, you have liquidity, use, and control of your money while saving tax efficiently for retirement. Discover how to plan your wealth for interest rate fluctuation and market volatility. Uncover tax-free, lifetime streams of income and use learn how to use strategic allocation to meet your financial goals.

Tax Code Changes: Strategies for 2018

  • Tuesday, October 16, 2018, 6:30 p.m.
  • Learn methods of tax avoidance and options of tax-free savings that are available to you.  Discuss tax-deferral vs. tax-deductible vs. tax-free and the impact of each. Explore why you should or shouldn’t have a tax adviser and how using charitable tax strategies could be a secure choice for planned giving.  Learn tax considerations …the ultimate loophole.