This will be IN-PERSON event. The program will be RECORDED for viewing on YouTube. There will NOT be a LIVESTEAM 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 Minimum Required Distributions, Qualified Charitable Contributions, 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.

Click on the picture or title for more information.

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

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

**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.

Click on the picture or title for more information (to Sign-up for the event or get the link to watch the event live online).

Plans are for an IN-PERSON event and will NOT be RECORDED for later viewing.

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.

“State Farm Moments: Times That Defined Us”

Goldtimers is pleased to have the State Farm Archivist, Buck Farley, present on “First 30 years of the company that details defining moments in our society that impacted State Farm and eventually lead to the modern State Farm we are all more familiar with today.”

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Plans are for an IN-PERSON event and may be RECORDED for later viewing.

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.

“McLean County’s Most Famous Building: The State Farm Home Office”

Speaker: Bill Kemp, Librarian, McLean County Museum of History

“b’link and 100th Anniversary Update”

Speaker: Melissa Shrader and Amy Waldron, State Farm

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

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