“Navigating Volatility - Economic and Market Update” - presented by Busey Bank

Please join Derek Sasveld, Director of Investment Research and Strategy, for this special installment of Busey Bank’s Workshop Series. Derek will discuss the recent market volatility, Busey’s economic outlook, and navigating markets during times of uncertainty and volatility.

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“2025 Tax Workshop” hosted by Brett Petersen

Busey Wealth Management is pleased to host a series of Goldtimers Workshops designed to help you simplify complex financial topics from experts with the knowledge and resources to serve your unique financial needs.

Our next installment of the complimentary workshop will include an update on 2025 tax changes along with common tax strategies from Kathleen Edgecombe, Senior Vice President, Tax & Financial Planning Team Lead at Busey Wealth Management.

Kathleen has been in the financial services industry for more than 30 years. She focuses her time and efforts in the Tax and Financial Planning areas of Busey Wealth Management.

Kathleen, a CERTIFIED FINANCIAL PLANNER™ practitioner, is a member of the Eastern Illinois Estate Planning Council. Kathleen received her degree from the University of Illinois at Urbana-Champaign in Accountancy.

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“What is a Financial Plan and Why it Matters”

Busey Wealth Management is pleased to host a series of Goldtimers Workshops designed to help you simplify complex financial topics from experts with the knowledge and resources to serve your unique financial needs.

Our next installment of the complimentary workshop series is scheduled for Thursday, August 22nd at 10 am, and will be presented by Dries Durnez and Taylor Morgan.

In this workshop they will discuss the importance of a financial plan and what the potential benefits are. The will also be highlighting the key items when thinking about engaging a firm in this process.

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“Estate Planning Strategies-Know Your Options”

Busey Wealth Management is pleased to host a series of Goldtimers Workshops designed to help you simplify complex financial topics from experts with the knowledge and resources to serve your unique financial needs.

Our next installment of the complimentary workshop series is scheduled for Thursday, June 27th at 10 am, and will be presented by Renea Harbert, Senior Vice President - Director of Estate Settlement.

While much of financial planning has to do with acquiring and preserving assets, estate planning also involves determining the most effective way to distribute assets. Many people are uncomfortable discussing estate planning, which is understandable. But, without an estate plan, everything you hold dear could be at risk.

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“2024 Tax Workshop”

Busey Wealth Management is pleased to host a series of Goldtimers Workshops, designed to help you simplify complex financial topics from experts with the knowledge and resources to serve your unique financial needs.

Our next installment of the complimentary workshop will include an update on 2024 tax law changes along with common tax strategies from our expert panel of accredited tax professionals.

This workshop is scheduled live via Webex on Thursday, February 22, 2024 from 10:00 am to 11:30 am Central Time.

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“Fraud Prevention and Awareness”

Busey Wealth Management is pleased to bring you a series of Goldtimers Workshops, designed to help you simplify complex financial topics from experts with the knowledge and resources to serve your unique financial needs.

The next installment of the complimentary workshop series—Fraud Prevention and Awareness—is scheduled live via Webex on Thursday, June 29, 2023 at 10 a.m., and will be presented by the fraud department at Busey Bank.

We invite you to register for the Fraud Prevention and Awareness workshop today. Registration is required for the live presentation. When your registration is approved, you will receive an invitation to join.

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“Charitable Giving Tax Strategies”

Busey Wealth Management is pleased to bring you a series of Goldtimers Workshops, designed to help you simplify complex financial topics from experts with the knowledge and resources to serve your unique financial needs.

The next installment of the complimentary workshop series—Charitable Giving Tax Strategies—is scheduled live via Webex on Thursday, May 25 at 10 a.m., and will be presented by Brett Petersen, Senior Vice President-Market President, and Carrie Jassman, CPA, Vice President-Tax Specialist at Busey.

We invite you to register for the Charitable Giving Tax Strategies today. Registration is required for the live presentation. When your registration is approved, you will receive an invitation to join.

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Busey Wealth Management is pleased to bring you a series of Goldtimers Workshops, designed to help you simplify complex financial topics, from experts with the knowledge and resources to serve your unique financial needs. The next installment of the complimentary workshop series—live via Webex webinar on Thursday, April 6 at 10 a.m.— will be presented by Aaron Sutton, Senior Vice President—Investment Portfolio Manager at Busey Wealth Management. Aaron will cover the 2023 Economic Outlook & Market Strategies and discuss how to position yourself during turbulent economic times.

We invite you to register for the 2023 Economic Outlook & Market Strategies Goldtimers Workshops.

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Goldtimers November 2020 Financial Update presented by Busey Bank
This is an online meeting with time for Q&A

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