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!