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Events

Upcoming Events

More events are on the way! Check back soon for more information.

Past Events

November 17, 2020

12:00p - 12:30p

Zoom Webinar

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.

October 20, 2020

12:00p - 12:30p

Zoom Webinar

Psychology of Investing

Keeping calm amid market turbulence.

October 7, 2020

12:00p - 12:30p

Zoom Webinar

Simplifying Social Security

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

October 7, 2020

8:30a - 9:00a

Zoom Webinar

Simplifying Social Security

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

September 23, 2020

4:30p - 5:00p

Zoom Webinar

Income Planning in Retirement

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

September 19, 2020

9:00a - 11:00a

Howell Financial Services Parking Lot

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.

September 17, 2020

4:30p - 5:00p

Zoom Webinar

Q3 Market Outlook

BlackRock's views for Q3 2020

June 18, 2020

4:00p - 5:00p

Webinar

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.

February 26, 2020

5:30p - 7:00p

World Shooting and Recreational Complex

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.

February 25, 2020

5:30p - 7:00p

First National Bank of Steeleville

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.

January 30, 2020

5:30p - 7:00p

World Shooting Complex & Recreational Complex

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.

January 29, 2020

5:30p - 7:00p

First National Bank of Steeleville

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.

October 24, 2019

6:00p - 7:00p

Sparta Public Library

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!

Event Registration


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