Events

Tuesday, September 29

12:00 PM (CDT)

Join us for an informative virtual workshop presented by Fidelity Investments.

Spot the Scam: Know the Signs is an educational webinar designed to raise awareness about financial scams and tactics commonly used to target individuals. In this session, Kyle Fliehman (Certified Fraud Examiner) will share insights into:

• how scammers infiltrate victims' lives
• the psychological strategies they use to build trust
• the warning signs that may indicate further fraudulent activity.

Participants will explore several common scam scenarios from beginning to end, gaining a clearer understanding of how scams evolve and how victims are manipulated over time. The webinar also highlights practical clues that may signal a scam attempt, helping attendees recognize red flags before financial harm occurs.

In addition, the session emphasizes the value of building a trusted "circle of support" - individuals and resources that can help verify suspicious requests and provide guidance when something does not feel right. Attendees will leave with practical knowledge, educational resources, and actionable strategies designed to help protect themselves, their families, and local communities.

Through education and awareness, this session aims to empower individuals with the tools needed to better recognize, prevent, and respond to financial scams.

Fidelity Brokerage Services LLC, Member NYSE, SIPC, 900 Salem Street, Smithfield, RI 02917 © 2026 FMR LLC. All rights reserved. 1254209.1.0

Tuesday, September 29

5:00 PM (CDT)

Join us for an informative virtual workshop presented by Fidelity Investments.

Spot the Scam: Know the Signs is an educational webinar designed to raise awareness about financial scams and tactics commonly used to target individuals. In this session, Kyle Fliehman (Certified Fraud Examiner) will share insights into:

• how scammers infiltrate victims' lives
• the psychological strategies they use to build trust
• the warning signs that may indicate further fraudulent activity.

Participants will explore several common scam scenarios from beginning to end, gaining a clearer understanding of how scams evolve and how victims are manipulated over time. The webinar also highlights practical clues that may signal a scam attempt, helping attendees recognize red flags before financial harm occurs.

In addition, the session emphasizes the value of building a trusted "circle of support" - individuals and resources that can help verify suspicious requests and provide guidance when something does not feel right. Attendees will leave with practical knowledge, educational resources, and actionable strategies designed to help protect themselves, their families, and local communities.

Through education and awareness, this session aims to empower individuals with the tools needed to better recognize, prevent, and respond to financial scams.

Fidelity Brokerage Services LLC, Member NYSE, SIPC, 900 Salem Street, Smithfield, RI 02917 © 2026 FMR LLC. All rights reserved. 1254209.1.0

Saturday, October 24

9:00 AM - 2:00 PM

Lot G-53 (southwest corner of Main St and College Ave)

Join us in cheering on the Illinois State University Redbirds at their Homecoming football game against the Indiana State Sycamores! We’ll be giving away game tickets to visitors and serving tasty food and beverages for the whole family to enjoy.

Tailgating hours officially run 9:00 AM – 2:00 PM.  Look for the white Falstad & Associates tent in Lot G-53 on the southwest corner of Main Steet and College Ave.

Wednesday, August 5 at 8:00 AM

The Original Pancake House (115 Veterans Pkwy, Suite A, Normal, IL 61761)

Registration is required

Join us for a practical, down‑to‑earth breakfast seminar designed exclusively for farmers looking to protect their land, legacy, and family. We'll cover the essential estate planning steps every farm owner should consider-including how to keep the farm in the family, minimize tax burdens, prepare for generational transitions, and ensure operational continuity in the event of illness or unexpected loss.

Whether you run a small family farm or manage a large operation, this session will help you understand the tools available-wills, trusts, succession strategies, powers of attorney, and more-in plain, straightforward language.

Enjoy a complimentary breakfast, connect with fellow farmers, and walk away with clear next steps for securing your family's future and the farm you've worked so hard to build.

Dustin Koth is the managing partner at Koth Gregory & Nieminski. He focuses primarily on helping people in McLean County, Illinois with personal injury cases, estate planning, probate, eviction and family law.

This event is sponsored by our friends at AssetMark Trust Company

Thursday, July 30

5:30-7:30 PM

Bloomington Country Club (605 S Towanda Ave, Bloomington, IL 61701)

Brush up your golf game at small group golf clinic sponsored by Phil Haning at Capital Group, home of American Funds. After finetuning your chipping and putting skills on the green, we invite you to enjoy a short presentation and refreshments in the club house.

Space is limited so please register today. Guests are welcome!

Tuesday, April 28

12:00–1:00 PM

Registration is required.

Looking to give your child a strong financial start? Join us for an engaging and informative webinar where we'll break down the best strategies for saving for college—without the overwhelm.

Whether you're just getting started or refining your current plan, this webinar will give you the clarity and confidence to make informed decisions about your child's future education.

During this session, we'll cover:

Today's most effective college savings vehicles, including 529 plans and custodial accounts

How much you really need to save-and how to build a plan that fits your budget

Smart tax advantages many families overlook

Tips for balancing college savings with other financial goals

Common pitfalls and how to avoid them

Phil Haning is a wealth management consultant at Capital Group, home of American Funds, covering Central and Southern Illinois. He has 29 years of investment industry experience and has been with Capital Group for 11 years. Prior to joining Capital, Phil was a vice president and wholesaler at Franklin Templeton. Before that, he worked as a portfolio manager at American Trust and Savings Bank. He holds a bachelor's degree in economics from the University of Illinois. He also holds the Certified Investment Management Analyst® designation. Phil is based in Bloomington, Illinois.

October 18, 2025

11:00a - 2:00p

Illinois State University (Lot S81)

July 26, 2025

10:00a - 12:00p

Tipton Park North Barn Shelter - South

June 9, 2025

11:30a - 1:00p

Vrooman Mansion

April 2, 2025

12:00p - 1:00p

Central Illinois Regional Airport (CIRA)

January 21, 2026

12:00p - 1:00p

Central Illinois Regional Airport

Compass Insurance and Falstad & Associates Financial Services are joining forces to offer a seminar luncheon dedicated to helping you navigate the transition from your employer-sponsored group health insurance to Medicare. 

Seminar is free of charge

Boxed lunch included

Presentation materials provided

DATE: Tuesday, February 17

TIME: 5:30-7 PM

Le Marchand de Vin (1704 Eastland Dr, Bloomington, IL 61704)

January 19, 2026 - March 16, 2026

6:00p - 8:00p

Falstad & Associates Office

Wednesday, June 3

5:00-7:00 PM

Central Illinois Regional Airport (CIRA)

Self‑defense begins with being aware of your surroundings. Retired law enforcement officers Tony Norman and Deb Mansell will lead an engaging situational awareness training designed to help you recognize potential risks, understand what to look for in everyday environments, and learn strategies to avoid dangerous situations before they occur. The session will also cover recommended actions - and common mistakes to avoid - in active shooter scenarios.

Saturday, July 18

10-11 AM

Tipton Barn Shelter - South (2410 G.E. Rd, Bloomington, IL 61704)

Bring the kids for a Family Craft Day in the park, compliments of Falstad & Associates!

We'll supply all the materials for each child to paint their own flowerpot before filling with soil and a pretty flower.

After completing your family-friendly project, cool off on the nearby splash pad.

Please add each child as a guest to your RSVP.