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WALSH & ASSOCIATES BLOG

Wednesday, 21 March 2018 17:54

Free Financial Planning Classes – Money Smart Week 2018

You can’t afford to miss this opportunity! As proud participants in this year’s Money Smart Week, Walsh and Associates will be offering free courses on four different personal finance topics.

Money Smart Week is coordinated by the Federal Reserve and Northern Illinois University – taking place April 21st through April 28th as part of The Financial Literacy Collaborative.  All of the classes are free, no obligation, and are open to the public.

Join us for one, or many of our sessions being held at the DeKalb Public Library! An RSVP is requested.  Please call 941-952-1188 or email This email address is being protected from spambots. You need JavaScript enabled to view it. to confirm. See class listing below:

The Essentials of Estate Planning

Monday, April 23rd, 2018: 6:00 p.m. to 8:00 p.m.

DeKalb Public Library –Yusunas Meeting Room

*** RSVP is requested. Please call 941-952-1188 or email This email address is being protected from spambots. You need JavaScript enabled to view it.***

Estate planning is essential to everyone’s lifelong plan, it is not just for the wealthy. It involves not only passing on assets such as real estate, personal property, and financial assets, 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.

Securities Offered through LPL Financial Member FINRA / SIPC. Financial Planning and investment advice offered through Walsh & Associates, a registered investment advisor and separate entity from LPL Financial.

Approaching Retirement on TRS or SURS

Tuesday, April 24th, 2018: 6:00 p.m. to 8:00 p.m.

DeKalb Public Library – Yusunas Meeting Room

*** RSVP is requested. Please call 941-952-1188 or email This email address is being protected from spambots. You need JavaScript enabled to view it.***

Are you worried about the Illinois state budget and the impact on TRS and SURS?  Putting together a solid savings plan for your future and developing a clear understanding of your retirement benefits is one of the best strategies to ensure a confident, enjoyable retirement. We will review the “Windfall Elimination Provision” and “Government Pension Offset” that affects pensioners past Social Security benefits and how they are calculated. We will introduce strategies that are only available to Teachers Retirement System and the State University Retirement System participants.  These strategies may mean more money to you and your family --- If you are anywhere near retirement, now is the perfect time to sign up for this class.

Securities Offered through LPL Financial Member FINRA / SIPC. Financial Planning and investment advice offered through Walsh & Associates, a registered investment advisor and separate entity from LPL Financial.

This presentation was created for educational and informational purposes only and is not intended as ERISA, tax, legal or investment advice. If you are seeking investment advice specific to your needs, such advice services must be obtained on your own separate from this educational presentation.

Taking Advantage of the New Tax Rules

Wednesday, April 25th, 2018: 6:00 p.m. to 8:00 p.m.

DeKalb Public Library – Yusunas Meeting Room

*** RSVP is requested. Please call 941-952-1188 or email This email address is being protected from spambots. You need JavaScript enabled to view it.***

Republican lawmakers passed a sweeping tax overhaul in December, 2017. Several of the most anticipated changes — such as a significant increase in the standard deduction and the curtailing of state and local income tax breaks — made the final cut of the bill. Some of the most controversial proposals, like eliminating the medical deduction, were wiped away. In this presentation we’ll discuss the key provisions of the final package and the effect these changes will have on you.

Securities Offered through LPL Financial Member FINRA / SIPC. Financial Planning and investment advice offered through Walsh & Associates, a registered investment advisor and separate entity from LPL Financial.

Social Security’s Best Kept Secrets

*** RSVP is requested. Please call 941-952-1188 or email This email address is being protected from spambots. You need JavaScript enabled to view it. ***

Thursday, April 26th, 2018: 6:00 p.m. to 8:00 p.m.

DeKalb Public Library – Yusunas Meeting Room

Did you know a married couple has over 80 different strategies for how they can claim their benefits? With Social Security planning, it’s not “one size fits all”, and if you’re not looking into all your options for collecting, you’re probably making an expensive mistake. Don’t be one of the average retirees that leaves potentially thousands of dollars unused! In this course, you’ll learn the secrets to maximize your benefits. Whether you’ll be working while collecting, will be retiring in the next few years, or have just recently applied for your benefits, we’ll show you the right claiming strategy for your situation.

Securities Offered through LPL Financial Member FINRA / SIPC. Financial Planning and investment advice offered through Walsh & Associates, a registered investment advisor and separate entity from LPL Financial.

Walsh & Associates and LPL Financial do not provide tax and/or legal advice. Clients should consult with their personal tax /or legal advisors regarding the tax consequences of investing.

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