Financial Wellness Series

Managing financial wellness can be a challenging do-it-yourself endeavor for many Americans. However, no one must do it all alone! Naperville Public Library’s upcoming financial wellness events provide the opportunity to learn from a financial expert about Social Security and Tax Planning. Dates, times and locations are listed below. No registration or library card is required to attend these programs.

  • Financial Wellness: Tax Strategies
    Date and Time: Wednesday, November 7th, 6:30 – 8:30 pm
    Location: Nichols Library Community Room
    Presenter: Ray Kozicki from The Foundation for Financial Education
  • Financial Wellness: Advanced Social Security Planning
    Date and Time: Wednesday, November 14th, 6:30 – 8:30 pm
    Location: Nichols Library Community Room
    Presenter: Ray Kozicki from The Foundation for Financial Education

The Tax Strategies presentation will review activities that make it easier to maximize the benefits of recent tax law changes. Financial planner, Ray Kozicki, will also address creating tax-advantaged streams of income.

Attend the second session to learn about Social Security planning. Learn how to calculate potential benefits and what the impact of Cost-of-Living adjustments could be to those benefits.

Ray Kozicki volunteers his time with The Foundation for Financial Education to help increase communal and organizational financial literacy. Read more about Ray on the Foundation’s website. The Foundation for Financial Education is a national non-profit organization that provides free financial education to the public.

Posted: 
Monday, October 29, 2018 - 14:30