Event: Tax & Income Planning Strategies For Retirement
Date/Time: Tuesday, March 11, 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: Tax & Income Planning Strategies For Retirement
Date/Time: Thursday, March 13, 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: True Wealth LIVE – A Look Back on 2024 and a Glimpse into 2025!
Date/Time: Thursday, April 24, 2025   7:00 pm
Location:  Holiday Inn and Suites 101 Holiday Dr, East Peoria, IL 61611
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?

This is your chance to explore the key issues keeping you up at night. From soaring national debt to government cuts and uncertainty in the markets, True Wealth LIVE will take a deep dive into the pain points that matter most.

We’ll unpack:

• The impact of Tariffs on the economy and your wealth
• Insights into the Doge Committee and its influence
• The reality of a shrinking government and what it means for you
• How to navigate the rising National Debt and its long-term effects
• Understanding how Taxes could shift in 2025
• A look ahead at the uncertainty in the Markets and how to plan your next move

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 and take control of your financial future.

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!