Events

DATE: Tuesday, February 17

TIME: 5:30-7 PM

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

RSVP DEADLINE: Wednesday, February 11.

Ladies, let's greet the Year of the Horse with joyful hearts and full glasses!

We'll be inspired to "claim the reins" of our lives to live purposefully and confidently while celebrating the women in our lives.

- complimentary wine

- hors d'oeuvres

- uplifting and inspiring presentation

- bring a guest (or several)

Our speaker, Tricia Brady, is a VP, Business Consultant at AssetMark Trust Company. She brings over 30 years of experience in financial services leadership. She is passionate about fostering relationships, organizational structure, and workflow efficiencies. Beyond her professional expertise, she is a proud mother to four kids, published author, and featured guest on financial industry podcasts.

Please submit your RSVP by Wednesday, February 11.

January 19, 2026 - March 16, 2026

6:00p - 8:00p

Falstad & Associates Office

Ever feel like no matter what you do, you can't get ahead with money? You're not alone. You'd be surprised how many people you know are struggling just like you. But it's time to make a change! 

Note

This 9-week course takes place on Mondays from 6-8 PM in the basement without elevator access. Some light snacks will be provided.

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.

Wednesday, August 5 at 8:00 AM

Location TBD

Registration link to follow

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.