Skip to main content
close
Font size options
Increase or decrease the font size for this website by clicking on the 'A's.
Contrast options
Choose a color combination to give the most comfortable contrast.
Image for event: Tax Efficient Financial Planning | Money Matter$

Tax Efficient Financial Planning | Money Matter$

2026-03-12 18:00:00 2026-03-12 19:00:00 America/Chicago Tax Efficient Financial Planning | Money Matter$ Get your financial questions answered by experts with the Money Matter$ series. Main Library - Friends Conference Room (215)

Thursday, March 12
6:00pm - 7:00pm

Add to Calendar 2026-03-12 18:00:00 2026-03-12 19:00:00 America/Chicago Tax Efficient Financial Planning | Money Matter$ Get your financial questions answered by experts with the Money Matter$ series. Main Library - Friends Conference Room (215)

Main Library

Friends Conference Room (215)

Get your financial questions answered by experts with the Money Matter$ series.

Questions about tax planning? Join us to learn about Tax Efficient Financial Planning! Attend in person with no registration required, or register below to join us online.

From tax-advantaged retirement plans to Health Savings Accounts, join Daly Andersson to learn about the many ways you can tax-optimize your financial planning.

About the presenter:

Daly Andersson is passionate about helping people use their financial resources in ways that support their lives and the things that matter most to them. As a Wealth Advisor with Sterling Wealth Management, she brings over a decade of experience helping families thoughtfully plan their financial lives. A continual learner, Daly is a Certified Financial PlannerTM professional, holds the Chartered Financial Analyst® (CFA®) designation, and is a lecturer in the financial planning program at the University of Illinois at Urbana-Champaign. Her interest in financially empowering families, entrepreneurs, and women investors extends to our community, where she frequently speaks on topics related to personal leadership and financial education.

Attend in person or sign up to attend online:  champaign.org/events.

Presented in partnership with Sterling Wealth Management.

Part of the Money Matter$ Series.

....................................
MONEY MATTER$ | Spring 2026

• Feb 19, Budget Friendly Travel, 6 pm
• Mar 12, Tax Efficient Financial Planning, 6 pm
• Apr 23, Your Will & Beyond: Developing a Plan for Your Estate, 6 pm
• May 21, Get Started in Real Estate Investing, 6 pm
....................................

AGE GROUP: | Adults |

EVENT TYPE: | Workshop | Presentation | Discussion |

TAGS: | Money Matter$ |

Main Library

librarian@champaign.org
Phone: 217-403-2000

Hours
Skip Opening Hours widget
Mon, Mar 02 9:00AM to 9:00PM
Tue, Mar 03 9:00AM to 9:00PM
Wed, Mar 04 9:00AM to 9:00PM
Thu, Mar 05 9:00AM to 9:00PM
Fri, Mar 06 9:00AM to 9:00PM
Sat, Mar 07 9:00AM to 6:00PM
Sun, Mar 08 12:00PM to 6:00PM

About the branch

Our beautiful, state-of-the-art Main Library opened on January 6, 2008. You’ll find a wide variety of books, movies, and music, as well as free events for all ages. Looking for tech options? We offer free Wifi, dozens of public computers with internet access, and public meeting rooms.

Upcoming events

Skip Branch Events widget
Tue, Mar 03, 9:15am - 3:15pm
Busey Bank Conference Room (222)

Tue, Mar 03, 9:45am - 10:05am
Nate & Lillie Story Room

Tue, Mar 03, 10:00am - 11:00am
The Studio

Tue, Mar 03, 1:00pm - 2:00pm
The Studio

Tue, Mar 03, 2:00pm - 3:30pm
Friends Conference Room (215)
This event is full

Tue, Mar 03, 3:00pm - 4:30pm
The Studio

Wed, Mar 04, 9:15am - 3:15pm
Busey Bank Conference Room (222)

Wed, Mar 04, 9:45am - 10:15am
Nate & Lillie Story Room

Wed, Mar 04, 11:00am - 1:00pm
Friends Conference Room (215)

Wed, Mar 04, 3:00pm - 4:30pm
The Studio

Wed, Mar 04, 7:00pm - 8:00pm
The Studio

Thu, Mar 05, 9:15am - 3:15pm
Busey Bank Conference Room (222)

Thu, Mar 05, 10:00am - 10:45am
Nate & Lillie Story Room

Thu, Mar 05, 10:00am - 12:00pm
Friends Conference Room (215)

Thu, Mar 05, 3:00pm - 4:30pm
The Studio

Thu, Mar 05, 5:00pm - 8:00pm

Thu, Mar 05, 6:30pm - 7:15pm
Nate & Lillie Story Room

Fri, Mar 06, 9:15am - 3:15pm
Busey Bank Conference Room (222)

Fri, Mar 06, 9:30am - 11:30am
The Studio

Fri, Mar 06, 3:00pm - 4:30pm
The Studio

Fri, Mar 06, 5:00pm - 8:00pm

Fri, Mar 06, 6:00pm - 8:00pm
Nate & Lillie Story Room

Fri, Mar 06, 6:00pm - 8:00pm
The Studio

Sat, Mar 07, 9:15am - 11:45am
Busey Bank Conference Room (222)

Sat, Mar 07, 9:45am - 10:15am
Nate & Lillie Story Room

Mon, Mar 09, 9:45am - 10:05am
Nate & Lillie Story Room

Mon, Mar 09, 1:30pm - 4:30pm
The Studio

Mon, Mar 09, 7:00pm - 8:30pm
The Studio
This event is full

Tue, Mar 10, 9:15am - 3:15pm
Busey Bank Conference Room (222)

Tue, Mar 10, 9:45am - 10:05am
Nate & Lillie Story Room

Tue, Mar 10, 10:00am - 11:00am
The Studio

Tue, Mar 10, 2:00pm - 3:30pm
Friends Conference Room (215)

Tue, Mar 10, 3:00pm - 4:30pm
The Studio

Tue, Mar 10, 6:30pm - 7:15pm
Nate & Lillie Story Room

Wed, Mar 11, 9:15am - 3:15pm
Busey Bank Conference Room (222)

Wed, Mar 11, 9:45am - 10:15am
Nate & Lillie Story Room

Wed, Mar 11, 3:00pm - 4:30pm
The Studio

Wed, Mar 11, 6:00pm - 8:30pm
The Studio
This event is full

Thu, Mar 12, 9:15am - 3:15pm
Busey Bank Conference Room (222)

Thu, Mar 12, 10:00am - 10:45am
Nate & Lillie Story Room

Thu, Mar 12, 12:00pm - 3:00pm

Thu, Mar 12, 5:00pm - 8:00pm

Thu, Mar 12, 6:00pm - 7:00pm
Friends Conference Room (215)

Thu, Mar 12, 6:30pm - 7:15pm
Nate & Lillie Story Room

Fri, Mar 13, 9:15am - 3:15pm
Busey Bank Conference Room (222)

Fri, Mar 13, 9:30am - 11:30am
The Studio

Fri, Mar 13, 5:00pm - 8:00pm

Fri, Mar 13, 6:00pm - 8:00pm
Nate & Lillie Story Room

Fri, Mar 13, 6:00pm - 8:00pm
The Studio

Sat, Mar 14, 9:15am - 11:45am
Busey Bank Conference Room (222)

Sat, Mar 14, 9:45am - 10:15am
Nate & Lillie Story Room

Sat, Mar 14, 3:00pm - 3:45pm

Mon, Mar 16, 9:45am - 10:05am
Nate & Lillie Story Room

Tue, Mar 17, 9:15am - 3:15pm
Busey Bank Conference Room (222)

Tue, Mar 17, 9:45am - 10:05am
Nate & Lillie Story Room

Tue, Mar 17, 10:00am - 11:00am
Robeson Pavilion Room A & B,The Studio

Tue, Mar 17, 2:00pm - 3:30pm
Friends Conference Room (215)

Wed, Mar 18, 9:15am - 3:15pm
Busey Bank Conference Room (222)

Wed, Mar 18, 9:45am - 10:15am
Nate & Lillie Story Room

Wed, Mar 18, 2:00pm - 4:00pm
The Studio

Wed, Mar 18, 7:00pm - 8:00pm
The Studio

Thu, Mar 19, 9:15am - 3:15pm
Busey Bank Conference Room (222)

Thu, Mar 19, 10:00am - 10:45am
Nate & Lillie Story Room

Thu, Mar 19, 5:00pm - 8:00pm

Rescheduled
Thu, Mar 19, 6:00pm - 7:00pm
New date Thursday, March 12, 6:00pm - 7:00pm

Thu, Mar 19, 6:30pm - 7:15pm
Nate & Lillie Story Room

Fri, Mar 20, 9:15am - 3:15pm
Busey Bank Conference Room (222)

Fri, Mar 20, 9:30am - 11:30am
The Studio

Fri, Mar 20, 5:00pm - 8:00pm

Fri, Mar 20, 6:00pm - 8:00pm
Nate & Lillie Story Room

Fri, Mar 20, 6:00pm - 8:00pm
The Studio

Sat, Mar 21, 9:15am - 11:45am
Busey Bank Conference Room (222)

Sat, Mar 21, 9:45am - 10:15am
Nate & Lillie Story Room

Mon, Mar 23, 9:45am - 10:05am
Nate & Lillie Story Room

Mon, Mar 23, 3:00pm - 4:30pm
The Studio

Tue, Mar 24, 9:15am - 3:15pm
Busey Bank Conference Room (222)

Tue, Mar 24, 9:45am - 10:05am
Nate & Lillie Story Room

Tue, Mar 24, 10:00am - 11:00am
Robeson Pavilion Room A & B,The Studio

Tue, Mar 24, 2:00pm - 3:30pm
Friends Conference Room (215)
This event is full

Tue, Mar 24, 3:00pm - 4:30pm
The Studio

Wed, Mar 25, 9:15am - 3:15pm
Busey Bank Conference Room (222)

Wed, Mar 25, 9:45am - 10:15am
Nate & Lillie Story Room

Wed, Mar 25, 11:15am - 11:45am
Nate & Lillie Story Room

Wed, Mar 25, 3:00pm - 4:30pm
The Studio

Wed, Mar 25, 6:30pm - 8:00pm
The Studio
This event is full

Thu, Mar 26, 9:15am - 3:15pm
Busey Bank Conference Room (222)

Thu, Mar 26, 10:00am - 10:45am
Nate & Lillie Story Room

Thu, Mar 26, 12:00pm - 1:00pm
The Studio

Thu, Mar 26, 3:00pm - 4:30pm
The Studio

Thu, Mar 26, 5:00pm - 8:00pm

Thu, Mar 26, 6:30pm - 7:15pm
Nate & Lillie Story Room

Fri, Mar 27, 9:15am - 3:15pm
Busey Bank Conference Room (222)

Fri, Mar 27, 9:30am - 11:30am
The Studio

Fri, Mar 27, 3:00pm - 4:30pm
The Studio

Fri, Mar 27, 5:00pm - 8:00pm

Fri, Mar 27, 6:00pm - 8:00pm
Nate & Lillie Story Room

Fri, Mar 27, 6:00pm - 8:00pm
The Studio

Sat, Mar 28, 9:15am - 11:45am
Busey Bank Conference Room (222)

Sat, Mar 28, 9:45am - 10:15am
Nate & Lillie Story Room

Sat, Mar 28, 3:00pm - 3:45pm

Mon, Mar 30, 9:45am - 10:05am
Nate & Lillie Story Room

Mon, Mar 30, 3:00pm - 4:30pm
The Studio

Tue, Mar 31, 9:15am - 3:15pm
Busey Bank Conference Room (222)

Tue, Mar 31, 9:45am - 10:05am
Nate & Lillie Story Room

Tue, Mar 31, 10:00am - 11:00am
Robeson Pavilion Room A & B,The Studio

Tue, Mar 31, 2:00pm - 3:30pm
Friends Conference Room (215)
This event is full

Tue, Mar 31, 3:00pm - 4:30pm
The Studio

Wed, Apr 01, 9:15am - 3:15pm
Busey Bank Conference Room (222)

Wed, Apr 01, 9:45am - 10:15am
Nate & Lillie Story Room

Wed, Apr 01, 11:00am - 1:00pm
Friends Conference Room (215)

Wed, Apr 01, 3:00pm - 4:30pm
The Studio

Wed, Apr 01, 7:00pm - 8:00pm
The Studio

Thu, Apr 02, 9:15am - 3:15pm
Busey Bank Conference Room (222)

Thu, Apr 02, 10:00am - 10:45am
Nate & Lillie Story Room

Thu, Apr 02, 3:00pm - 4:30pm
The Studio

Thu, Apr 02, 5:00pm - 8:00pm

Thu, Apr 02, 6:30pm - 7:15pm
Nate & Lillie Story Room