2023 Estate, Legacy & Tax Strategies

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Online Program

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Program Description

Estate, Legacy & Tax Planning Strategies in 2023

Now is the time to think about your financial situation for the coming year. Attend this informative program to learn how to manage your estate, legacy gifts, and taxes in 2023 for the best financial outcome. Presenter Bernie Wrezinski is an experienced local financial planner. He participates in the Institution for Financial Education (ifeonline.org), a group of local experts who offer free financial education to members of our community.

Register for this program online below, by calling 309.590.6168, or by visiting the Adult Services Desk. This event will take place offsite at The Junction, located at 301 E. Oakland Ave., Bloomington. This building used to be Home Sweet Home's Mission Mart thrift store.