Vantage Point Financial

📅 Happening November 13th at 12 PM! 💻 Virtual Workshop: Cybersecurity Essentials – Protecting Your Wealth in the Digital Age Presented by Sophia & Marcos In a world that’s more connected than ever, understanding how to protect your personal and financial information online is essential. Join the Vantage Point Financial Illinois team as we cover: 🔎 Understand the risks: How cybercriminals target your financial data—and the true cost of a digital breach 🛡️ Strengthen your defenses: Simple, effective strategies to protect your accounts, devices, and personal information 💡 Take control of your security: Expert insights on staying safe in today’s digital world Whether you’re managing your finances online or preparing for retirement, this session will help you stay secure and confident in the digital age. 👉 Register today and save your spot: https://ow.ly/u1GU50Xj0bK

📅 Happening Next Week: October 9th at 10 AM! 💻 Virtual Workshop: AI: Friend or Foe? Artificial Intelligence is changing the world around us—but what does it mean for your money and your life? Join the Vantage Point Financial team as we cover: -What AI really is—explained simply, without the jargon -How AI could impact your money, from smarter fraud detection to new investment risks -Ways AI is transforming healthcare and everyday life for retirees -When AI is a “friend” that helps, and when it could become a “foe” -Practical tips to stay safe and take advantage of AI responsibly Whether you’re nearing retirement or already there, this session will give you clarity and confidence in navigating the AI-driven future. Register today and save your spot: https://ow.ly/CsL050X4kLA

One Week Away! | From Growth to Income: Protecting Your Retirement Before the Next Market Downturn 📈➡️💰 📅 Thursday, October 29 | 6:30 PM CDT Saving for retirement is only part of the equation. Once you’re ready to retire, knowing how to turn your savings into reliable income while navigating market volatility becomes just as important. Join Patrick May from Vantage Point Financial for an educational webinar exploring how and when to transition from growing your nest egg to creating a sustainable retirement income stream, including: • How to make the transition from saving to generating retirement income • Strategies for creating a reliable income stream from your savings • Managing withdrawals throughout retirement • How market downturns can impact retirement income • Ways to help your money last throughout retirement • Key decisions to consider as you approach retirement • Practical strategies to help protect the income you’ve worked hard to build Whether retirement is just around the corner or you’re already enjoying your retirement years, thoughtful income planning can help you navigate the transition with greater confidence and clarity. Reserve your spot and join us on October 29: https://ow.ly/1bYc50ZRAmA

Workshop Next Week! | Quarterly Market Update 📈 📅 Wednesday, October 21 | 12:00 PM CDT Join Tim Kuntz and Andrew Kristofic for a quarterly market update designed to help you better understand recent market activity, economic trends, and what’s influencing today’s financial environment. You’ll learn about: • Recent market activity • Key economic trends • Factors influencing today’s financial environment • What current market conditions could mean for your financial future Whether you’re keeping up with the markets or simply want a clearer picture of what’s happening, this update can provide helpful perspective. Reserve your spot and join us! https://ow.ly/gR8g50ZThKF

One Week Away! | What’s New with Social Security? 8 Topics to Watch in 2026 💰 📅 Wednesday, October 14 | 6:30 PM CDT Social Security can play an important role in your retirement income, but knowing when and how to claim your benefits can make a meaningful difference. Join Patrick May from Vantage Point Financial for an educational webinar covering key Social Security updates and strategies to help you make more informed decisions, including: • 8 important Social Security topics to watch in 2026 • Strategies to help maximize your Social Security income • Ways to reduce taxes on your benefits • Common penalties and pitfalls to be aware of • How your claiming decisions may affect your overall retirement income • Key factors to consider when deciding when to claim • Planning strategies to help you make the most of your benefits Whether you’re approaching retirement, already retired, or simply want to better understand your Social Security options, this workshop can help you feel more confident about your next steps. Reserve your spot and join us on October 14: https://ow.ly/7a7x50ZRAbR

ONE WEEK AWAY! ⏰ Strategies to Help You Keep More of What You've Earned 💰 📅 Tuesday, September 29 | 6:30 PM CDT After decades of saving for retirement, taxes can have a major impact on how much of your hard-earned money you actually get to keep. Join Pat May from Vantage Point Financial for an educational webinar exploring strategies that may help you: • Navigate retirement tax law changes • Understand how Social Security and RMDs may impact your taxes • Explore Roth conversion strategies • Create more tax-efficient withdrawal strategies • Keep more of your retirement income Whether you're already retired or planning to retire within the next 10 years, this workshop can provide valuable insights to help you make more informed financial decisions. Reserve your spot! https://ow.ly/oixs50ZJCgY