Events

Expert insights on financial planning, investing, tax strategy, and retirement decisions, to help you make informed, confident choices in changing markets.
Couple meeting with attorney to discuss trusts

October 22, 2026

Understanding Trusts: Structuring Your Legacy with Confidence

In this session, attorney Lance Like will explain how trusts work and how they fit within the broader picture of estate planning, from what happens to your assets when you pass away to the documents and designations that direct where everything goes.
Book club

November 11, 2026

Women’s Financial “Book” Club – Fall 2026

Join the Women's Financial Book Club as we read "She-Wolves" by Paulina Bren. We'll get together for a discussion in Bloomington on Wed., Nov. 11 from 5-7 PM.
Jane Shawver 401(k) webinar advertisement

November 19, 2026

Beyond the 401(k): Retirement Plan Options for Business Owners and High Earners

Join a virtual conversation with Jane Shawver, President of Blue Benefits Consulting, about the range of retirement plan structures available to business owners and highly compensated professionals. For those who own a business or earn at a high level, the retirement plan landscape extends beyond a 401(k). Jane will walk through how these plans work, what distinguishes them from one another, and the considerations that go into matching a plan to a particular business.