November 2023 Quarterly Meeting
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.
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September 2023 Quarterly Meeting
Plans are for an IN-PERSON event, a LIVESTREAM to view remotely as it happens and RECORDED for later viewing.
“Caregiving Options and Solutions”
Come see if HomeCare wherever you live is an option!
On September 7th SYNERGY HomeCare of Central Illinois will discuss caregiving options and solutions. Synergy President, Gaye Aaberg, Sr Client Care Manager, Aggie Hedin, and Regional Community Liaison, Elizabeth Sullard, will provide an overview of home care and its importance in the continuum of health care.
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May 2023 Quarterly Meeting
Plans are for an IN-PERSON event and will NOT be RECORDED for later viewing.
“Our State Farm History: Moments that Defined Us, Part II 1950-Present”
Goldtimers welcomes back Buck Farley, State Farm Archivist, Company Heritage Unit. Join us at the May quarterly meeting for another enjoyable and educational program on State Farm history. Buck brings fascinating knowledge of company history and interesting tidbits of the last 70+ years inside, and outside, “the Farm”.
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