This will be an IN-PERSON event. The program will be recorded for viewing on YouTube.

There will NOT be a livestream as we review improvements to the process.

“2023 Market Update”

Tax Strategies will be covered by Carrie Jassman, CPA, Vice President, Tax Specialist - Busey Bank. Topics will focus on Tax Planning in Retirement, including Required Minimum Distributions, Qualified Charitable Distributions, Roth Conversions, IRA distribution requirements, and estate planning.

Zachary Hillard, CFA, Chief Investment Officer, Executive Vice President - Busey Bank will cover the Economic Outlook for 2023 as well as Market Strategies. Topics will include Consumer Spending, Inflation, Housing Costs, Economic Growth, Labor Market, Stock and Bond Markets and Portfolio Returns.

This will be an IN-PERSON event with time for Q&A.