Events

Shred Day 2021

Bring your shredding material to our parking lot anytime between 9:00am - 11:00am. A Shred-It truck will be on site to shred your materials within mintues. Acceptable Shredding Items: folders, envelopes, credit cards, checkbooks, account statements and other sensitive information. There is no need to remove staples or paperclips.

Webinar - Roth Conversions

The Value of Advice

The Value of Advice

Year-End Client Appreciation Event

What You May Not Know About Long-Term Care

Clint Thomas with Pacific Life joins us to discuss important facts and things to know about Long-Term Care planning.

Psychology of Investing

Keeping calm amid market turbulence.

Simplifying Social Security

Philip Poonoosamy with Great American joins us to present on the topic of Social Security.

Simplifying Social Security

Philip Poonoosamy with Great American joins us to present on the topic of Social Security.

Income Planning in Retirement

Kevin Bosch with Global Atlantic presenting on the topic of Income Planning in Retirement.

Shred Day 2020

Bring your shredding material to our parking lot anytime between 9:00am - 11:00am. A Shred-It truck will be on site to shred your materials within mintues. Acceptable Shredding Items: folders, envelopes, credit cards, checkbooks, account statements and other sensitive information. There is no need to remove staples or paperclips.

Q3 Market Outlook

BlackRock's views for Q3 2020

CARES ACT BECOMES LAW

Due to the Coronavirus, the Federal Government has responded with major stimulus spending programs to support workers, families and businesses. During this presentation you will learn about the federal stimulus actions so you can try to maximize your personal and business finances and plan for how best to weather this unprecedented storm.

Income Savvy ~ World Shooting and Recreational Complex

This will be an important topic not only for those who are approaching retirement in the near future, but also for those who are further away from retirement and would like to start the planning process to feel "prepared" to retire when that time comes.

Income Savvy ~ FNB of Steeleville

This will be an important topic not only for those who are approaching retirement in the near future, but also for those who are further away from retirement and would like to start the planning process to feel "prepared" to retire when that time comes.

Healthcare & Social Security Workshop - Sparta, IL

Gain a wealth of information on two topics that are crucial for all retirees to understand. In addition to learning strategies that can help maximize your Social Security benefits, you’ll also learn how to manage your healthcare costs in retirement - gaining insight into Medicare, the Affordable Care Act, and long-term care expenses.

Healthcare & Social Security Workshop - Steeleville, IL

Gain a wealth of information on two topics that are crucial for all retirees to understand. In addition to learning strategies that can help maximize your Social Security benefits, you’ll also learn how to manage your healthcare costs in retirement - gaining insight into Medicare, the Affordable Care Act, and long-term care expenses.

Constructing Your Financial Future

Join us for our first interactive presentation, Constructing Your Financial Future! There will be activities available at the library for children ages 2-12. Please RSVP for yourself and any children!