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Free Virtual Sessions

Living paycheck-to-paycheck or feeling insecure about your finances is no way to live. Perhaps you feel like you are expected to know all the answers, and you just wish there was an outlet where you could ask all your questions.

The Northwoods Financial Series is designed to take your finances to the NEXT LEVEL. These free education sessions will be happening all year long.

Taking control of your finances is easier than you think, and we will show you how! These events are FREE and OPEN to the public.

Upcoming Sessions

Taxes and You: Be Prepared in 2022

MONDAY, DECEMBER 20

2:00 PM; Q&A Session

Presenter: Steve Metz

Join our presentation to learn about topics like: 

  • The difference between tax preparer and CPA
  • Bracket management
  • Different taxable income
  • Roth vs Regular IRA
  • Is social security taxable?
  • Itemize or standard deduction
  • Capital gains and qualified dividend rates
  • Tax on gifts or inheritance
  • COVID tax benefits; Health insurance, unemployment, PPP, credits
  • Estate tax
  • Advance child credit
  • College credits
  • Health insurance and HSA accounts

Northwoods Financial Series Registration

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