3 Ways to View This Event

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3 Ways to View This Event 〰️

Plans are for an IN-PERSON event, a LIVESTREAM to view remotely as it happens and RECORDED for later viewing.

“2024 Financial Planning and Economic Outlook”

Busey Bank representatives will discuss updates to personal financial planning topics as well as their economic outlook for the coming year.

Financial Planning will be covered by Busey Bank’s Brett Petersen, SVP - Market President: Wealth Management and Commercial Banking, and Taylor Morgan, CFP®, Vice President, Private Wealth Advisor.  Topics will focus on planning in retirement, including Required Minimum Distributions, Roth Conversions, 529 Plan Changes, Estate Tax Exemptions and other issues pertinent to our group. 

Zachary Hillard, CFA, Chief Investment Officer, Executive Vice President - Busey Bank will cover the Economic Outlook for 2024 as well as Market Strategies. Topics will include Consumer Spending, Inflation, Housing Costs, Economic Growth, Labor Market, Stock and Bond Markets and Portfolio Returns.

There will be time for a question/answer session afterwards and updates on current Goldtimer activities.

This will be an IN-PERSON event with time for Q&A. If you are unable to attend in person, you may register to watch the LIVESTREAM at the same time and participate in the Q&A through the chat feature. This event will also be RECORDED for later viewing.

Thursday, November 9, 2023 at 10:00 AM

Choose Sign Up for IN-PERSON or Register for LIVESTREAM