Events
Upcoming Events
Situational Awareness Training
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.
Please note: This is an informational seminar only and does not include hands‑on self‑defense instruction.
Family Craft Day
Saturday, July 18
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! After completing your family-friendly project, cool off on the nearby splash pad. Specific information about the craft to follow.
Please add each child as a guest to your RSVP.
Chip & Putt Golf Clinic
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!
Farmers' Estate Planning Breakfast
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.
Previous Events
College Savings Webinar
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.
Medicare Seminar Luncheon
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














