Events &

Seminars

Upcoming Events

About Our Events

At Creekmur Wealth Advisors, we hold informational seminars for our clients and the greater community that feature information on specific topics, such as retirement income strategies and wealth management. We strive to keep you up to date on issues that matter to you, your family and your financial well-being. Whenever you attend a seminar, feel free to schedule a one-on-one, no-obligation meeting.

September 9
Rejuvenate Your Retirement® – Mondays
9:00 am |
An Educational Course for Retirees   This course consists of two 2-hour sessions.   Courses are  Mondays, September 9 & 16 9:00 am to 11:00 am   – OR –   Wednesdays, September 11 & 18 9:00 am to 11:00 am    Course topics include:
  • Calculating whether you should convert your IRA to a Roth IRA
  • Maximizing tax efficiency under the new 2018 tax policy changes
  • Evaluating and planning for health care, long-term care, incapacity, and end of life decisions
  • Identifying the primary threats to your retirement savings
  • Planning your retirement income to preserve a comfortable lifestyle
  • Affording and enjoying travel, hobbies, sports, crafts, socializing, business ventures & lifelong learning
  2 Ways To Register  
  1. Register and pay on the secure site.  Enter www.rsvp.courses into your browser. Use Course ID: 33W8M1
  2. Call today at (217) 626-4320 to register by phone.  Use Course ID: 33W8M1 when registering by phone.
Registration fee: $39.00 (Fee includes one workbook.) You may bring your spouse or a guest at no additional charge. If you would like an additional workbook for your spouse or guest, is $25.00. Registration and fees are handled by Financial Educators Network and not charged or payable to Creekmur Wealth Advisors.  
This presentation should not be used as a basis for legal and/or tax advice. In any specific case, the parties involved should seek the guidance and advice of their own legal and tax counsel. Estate planning is done in conjunction with your estate planning attorney, tax attorney and/or CPA.
This event is not sponsored or endorsed by, nor affiliated with Bradley University. 0021618

September 11
Rejuvenate Your Retirement® – Wednesdays
9:00 am |

An Educational Course for Retirees

This course consists of two 2-hour sessions.

Courses are  Mondays, September 9 & 16  9:00 am to 11:00 am

  – OR –  

Wednesdays, September 11 & 18  9:00 am to 11:00 am

Course topics include:

  • Calculating whether you should convert your IRA to a Roth IRA
  • Maximizing tax efficiency under the new 2018 tax policy changes
  • Evaluating and planning for health care, long-term care, incapacity, and end of life decisions
  • Identifying the primary threats to your retirement savings
  • Planning your retirement income to preserve a comfortable lifestyle
  • Affording and enjoying travel, hobbies, sports, crafts, socializing, business ventures & lifelong learning

  2 Ways To Register  

  1. Register and pay on the secure site.  Enter www.rsvp.courses into your browser. Use Course ID: 33W8M1
  2. Call today at (217) 626-4320 to register by phone.  Use Course ID: 33W8M1 when registering by phone.

Registration fee: $39.00 (Fee includes one workbook.) You may bring your spouse or a guest at no additional charge. If you would like an additional workbook for your spouse or guest, is $25.00.

Registration and fees are handled by Financial Educators Network and not charged or payable to Creekmur Wealth Advisors.

 

This presentation should not be used as a basis for legal and/or tax advice. In any specific case, the parties involved should seek the guidance and advice of their own legal and tax counsel. Estate planning is done in conjunction with your estate planning attorney, tax attorney and/or CPA.
This event is not sponsored or endorsed by, nor affiliated with Bradley University. 0021618

November 7
Ambassadors Evening Out – SAVE THE DATE!
5:30 pm | Venue Chisca

Have you become a Creekmur Wealth Ambassador? If not, there is still plenty of time to make that referral and join us for this special night.

We have been busy planning our next Creekmur Wealth Ambassador Evening Out! We are really excited about the fun evening that is coming together.  We will be hosting this year’s event at the beautiful Venue Chisca on Washington Street, Downtown Peoria.  More details are being finalized and we will share those soon.