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Workshops > Financial

Financial   

 
  • How to Buy a House
  • Fee: $25.00
    Dates: 9/17/2022 - 9/17/2022
    Times: 10:00 AM - 12:00 PM
    Days: Sa
    Sessions: 1
    Building: ICC Peoria Campus
    Room: Hickory Hall 105
    Instructor: Greg McCoy
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  • How to Sell Your House
  • Fee: $25.00
    Dates: 9/24/2022 - 9/24/2022
    Times: 10:00 AM - 12:00 PM
    Days: Sa
    Sessions: 1
    Building: ICC Peoria Campus
    Room: Hickory Hall 105
    Instructor: Greg McCoy
     Show More

 

  • Landlording 101
  • Fee: $50.00
    Dates: 9/13/2022 - 9/15/2022
    Times: 6:00 PM - 9:00 PM
    Days: Tu Th
    Sessions: 2
    Building: ICC Peoria Campus
    Room: Hickory Hall 105
    Instructor: Ryan Curtis
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  • Retirement Planning Today
  • Fee: $50.00
    Dates: 10/18/2022 - 10/27/2022
    Times: 6:30 PM - 8:30 PM
    Days: Tu Th
    Sessions: 4
    Building: Online
    Room: Zoom
    Instructor: Jay Goldstein, Jeffrey Bailey, Jayme Bailey
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    Participants will need a computer with Internet access, webcam, and microphone to join the Zoom meeting during the class. Zoom meeting information will be sent via email before the class starts.

 

  • The Institute for Financial Education Workshops
  • Fee: $0.00
    Item Number: WKFIN218017
    Dates: 6/29/2022 - 6/29/2022
    Times: 6:00 PM - 7:00 PM
    Days: W
    Sessions: 1
    Building: Online
    Room:
    Instructor:
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    Financial Fitness: Maximizing your Financial Plan

    • Cash flow management
    • Basics of tax planning
    • Creating a financial road map
    • Introduction to estate planning
    • Overcoming obstacles to creating wealth
    • Maximum savings and investment plans
       

    The platform is GoToMeeting. Please click into the link. You will register on the page and receive the class information. You will also receive a webinar reminder one day before the class begins.

 

  • The Institute for Financial Education Workshops
  • Fee: $0.00
    Item Number: WKFIN218016
    Dates: 7/19/2022 - 8/2/2022
    Times: 6:00 PM - 7:30 PM
    Days: Tu
    Sessions: 3
    Building: Online
    Room:
    Instructor:
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    Retirement University

    Ready or not, retirement is getting closer. Start being mindful of the future and learn what you need to know in order to retire responsibly. Become familiar with social security income planning strategies, taking your current expenses and income stream into consideration. Discuss relevant topics like Medicare coverage and long-term care, and get an introductory look at tax efficient legacy planning and wills and trusts. Leave with more knowledge and confidence of what's to come.

    The platform is GoToMeeting. Please click into the link and pick any date. You will register on the page and receive the class information. You will also receive a webinar reminder one day before the class begins.

 

  • The Institute for Financial Education Workshops
  • Fee: $0.00
    Item Number: WKFIN218017
    Dates: 8/23/2022 - 8/23/2022
    Times: 6:00 PM - 7:00 PM
    Days: Tu
    Sessions: 1
    Building: Online
    Room:
    Instructor:
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    Tax Strategies in a Ever-Changing Climate

    • Utilize volatility to your tax advantage
    • Why the next 5 years are crucial for long term tax planning
    • Eliminating variables for retirement
    • Using tax advantaged dollars to efficiently plan

     

    The platform is GoToMeeting. Please click into the link. You will register on the page and receive the class information. You will also receive a webinar reminder one day before the class begins.

 

  • The Institute for Financial Education Workshops
  • Fee: $0.00
    Dates: 9/12/2022 - 9/12/2022
    Times: 6:00 PM - 7:00 PM
    Days: M
    Sessions: 1
    Building: ICC Peoria Campus
    Room: Hickory Hall 105
    Instructor: Tyler Wrezinski
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    IRA, TSP, and 401K Rollovers: Making your money work for you

    • Consolidating assets
    • IRS section 525
    • Accessing your retirement accounts for current needs
    • Saving/avoiding taxes
    • Leaving IRA’s behind/stretch IRAs

     

    On Campus Class

 

  • Wealth Creation Today
  • Fee: $50.00
    Dates: 9/27/2022 - 10/4/2022
    Times: 6:30 PM - 8:30 PM
    Days: Tu
    Sessions: 2
    Building: ICC Peoria Campus
    Room: Hickory Hall 103
    Instructor: Jay Goldstein, Whitney Goldstein
     Show More

 

  • Wealth Creation Today
  • Fee: $50.00
    Dates: 9/29/2022 - 10/6/2022
    Times: 6:30 PM - 8:30 PM
    Days: Th
    Sessions: 2
    Building: ICC Peoria Campus
    Room: Hickory Hall 103
    Instructor: Jay Goldstein, Whitney Goldstein
     Show More

 

  • Who Needs Estate Planning
  • Fee: $10.00
    Dates: 11/8/2022 - 11/8/2022
    Times: 6:00 PM - 8:00 PM
    Days: Tu
    Sessions: 1
    Building: ICC Peoria Campus
    Room: Hickory Hall 105
    Instructor: Daryl Dagit
     Show More