Event: True Wealth LIVE – A Look Back on 2024 and a Glimpse into 2025!
Date/Time: Thursday, April 24, 2025   7:00 pm
Two Ways to Attend:  In Person at the Holiday Inn and Suites 101 Holiday Dr, East Peoria, IL 61611 or LIVE Stream on our YouTube Channel
Presenter: John Creekmur

Join Us for True Wealth LIVE: A Look Back on 2024 and a Glimpse into 2025!

Are you feeling uncertain about the future? Wondering about the challenges we’re facing as we move forward into 2025?

As we look back on the challenges and opportunities of 2024, it’s clear that the road ahead in 2025 will bring its own set of hurdles. With all the noise out there, it’s tough to know where to turn for trusted advice. But it’s more important than ever to gain insights from a source that truly has your best interests in mind.

That’s why we’re inviting you to True Wealth LIVE on April 24, where we’ll reflect on 2024 and provide valuable insights into the critical Four T’s that are driving the market and influencing decision-making for 2025:

• Trump: Understanding the political landscape and its potential impact.

• Tariffs: How changes in global trade policies in 2024 could affect the economy and your financial security moving forward.

• Taxes: What you need to know about potential tax changes in 2025 and how to plan for them.

• Turmoil: Navigating the uncertainty in the markets and government changes as we move into the new year.

Join us live at Holiday Inn & Suites, E. Peoria, IL, or watch the live stream on YouTube—it’s available to you no matter where you are.

Reserve your spot today and take control of your financial future.

Don’t miss out on this opportunity to gain clear, actionable advice to help you thrive in 2025. And if you have a friend who could benefit from these insights, feel free to bring them along!

Whether you’re an investor, business owner, or just someone navigating the complex landscape of 2025, this event is designed to equip you with the tools, knowledge, and strategies to thrive. Don’t miss this opportunity to learn, connect, and gain clarity on the challenges ahead.

Reserve your spot today to attend in person or join our LIVE Stream on our YouTube Channel and take control of your financial future.

Event: Tax & Income Planning Strategies For Retirement
Date/Time: Thursday, May 8, 2025   6:30 pm – 8:30 pm
Location:  Peoria Riverfront Museum – 222 SW Washington St, Peoria, IL 61602
Presenter: Andy Anderson

Minimize your taxes! Protect yourself from risk! Keep more of your income!

We will discuss these important topics and more:
• How the LATEST TAX LAWS in the Secure 2.0 Act will affect your retirement planning
• What the upcoming changes to income tax rates could mean for your financial future
• Understanding how your investments are taxed and the reasons taxation changes
• Calculating and making the most of Required Minimum Distributions
• The difference between Tax-Deferred accounts and Tax-Advantaged accounts
• Minimizing tax liability on your IRA distributions
• Understanding IRAs and all pre-tax accounts
• Using Roth IRA tax laws to your advantage
• Simplifying your personal finances through account consolidation
• Making the most of what you have and staying within your tax bracket

Event: Morton Independence Day Celebration
Date/Time: Thursday, July 3, 2025   5:00 pm – 10:00 pm
Location: McClallen Park 401 N Tennessee Ave, Morton, IL 61550

Join us for VIP seating inside the Rotary Soccer Field.  Bring your lawn chairs and blankets to relax on and spend time with family and friends.

Enjoy live music, food vendors and kids zone!  Excellent firework show at dusk!