Our Events
Financial Education Events: Take Control of Your Finances
Financial Education Classes at Indiana Wesleyan University- West Chester
Understanding your Social Security Benefits
Monday, June 26th - 6:30 pm - 8:00 pm
Indiana Wesleyan University
9286 Schulze Drive. West Chester, OH 45069
This course offers real world strategies and methods designed for those who are preparing for retirement or are in the early stages of retirement and planning on filing for Social Security benefits. It is designed to take the confusion out of the many different options available to begin receiving Social Security income and help you determine which option is best for you. Whether married or single, upon completion you will know how to properly file for your Social Security benefits and choose the best filing option for your circumstances. You will also learn how income from other sources will affect the amount you are able to receive from Social Security and the tax implications involved.
Taxes In Retirement
Tuesday, June 27th - 6:30 pm - 8:00 pm
Indiana Wesleyan University
9286 Schulze Drive. West Chester, OH 45069
Efficiently managing your taxes involves many intricate details and strategies — and a clear understanding of any changes to the tax code. To prepare and plan for the future, we would like to invite you to our class, Taxes in Retirement. Learn new tax tips and receive reminders on key items to help you reduce your liabilities and meet your financial goals.
You’ll also receive a free workbook created just for this presentation. The workbook contains key information, worksheets, and questions to help you remember important points from the course.
Click the button below to RSVP online or call 800-898-3572.