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September 2022 Quarterly Meeting

  • Chateau Hotel and Conference Center 1621 Jumer Drive Bloomington, IL, 61704 United States (map)

This will be an IN-PERSON event. The program will be recorded for later viewing and we plan to debut a livestream on YouTube (see links below)

State guidelines are being monitored. You may be asked to come prepared to wear a mask or we may shift to a webinar if needed.

“Estate Planning and Pitfalls”

The next Goldtimers Quarterly Meeting will cover an important part of a retiree’s planning for a proper and smooth transition of one’s estate. We have three very knowledgeable attorneys, who specialize in Estate Planning, to help answer your GENERAL questions on the various issues that are part of establishing and maintaining an Estate Plan for you, your loved ones, and others, such as charitable recipients.

Attorneys on the Estate Program Panel:

  • Nicole Chaput, Busey Bank

  • John Pratt, Bloomington

  • Chad Ritchie, Bloomington

There will be a Q&A session during the meeting.*

Do you have a general estate planning question you would like information on? We are NOW taking these questions for our panel in advance, up to September 1st. Please email questions to: sfgoldtimerinfo@gmail.com.

*Please note that the attorneys cannot answer or comment on specific individual estate issues. Those questions should be discussed with your attorney and/or accountant.

**Before and after the meeting, Senior Health Insurance Program (SHIP) counselors from the Activity and Recreation Center (ARC) in Normal will be available. Please stop by to talk with Jim Keegan and Ralph Morgan or make an appointment to discuss your Medicare health insurance needs in more detail.**

Please join us for this important program that is designed to provide helpful information to you. SIGN UP to attend the event IN-PERSON by clicking the SIGNUP link below - or - click on the link to watch the event LIVE ONLINE September 8th.

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August 20

Trip - Imperial Splendors with Oberammergau

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September 12

Info Meeting - Washington, DC, Niagara Falls & New York City