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Tax Efficient Financial Planning | Money Matter$
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!
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.
Presented in partnership with Sterling Wealth Management.
Part of the Money Matter$ Series.
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MONEY MATTER$ | Spring 2026
• Feb 19, Budget Friendly Travel, 6 pm
• Mar 19, Tax Efficient Financial Planning, 6 pm
• Apr 16, Your Will & Beyond: Developing a Plan for Your Estate, 6 pm
• May 21, Get Started in Real Estate Investing, 6 pm
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Adults | Workshop, Presentation, Discussion
Main Library, Robeson Pavilion Room A & B
The Library is committed to making events accessible for all. To request an Americans with Disabilities Accommodation, please complete this form, or contact us by email at info@champaign.org, by phone at 217/403-2000, or through chat. Learn more about accessibility at the library.
