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- Run It Like You'll Sell It
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Whether you plan to sell your business in two years or twenty, the best time to start preparing is now. Run It Like You’ll Sell It is a powerful, two-session course designed specifically for Peoria-area business owners who want to drive long-term value, increase operational efficiency, and position their business for future success—on their own terms.
This workshop will walk you through the key elements of effective exit planning, including:
- Strategies for increasing the value of your business before a sale
- Understanding the buyer's mindset
- Building systems that make your business more attractive and transferable
- Identifying and addressing common obstacles that can hurt valuation
- Aligning your personal and financial goals with your exit strategy
Whether you're years away from a transition or simply want to run a better, more profitable company, this course will give you the tools to think—and lead—like an owner who's building a business others would pay to own.
This class is ideal for small and mid-sized business owners in the Peoria region who want to grow value, gain clarity, and eventually exit on their terms. Seats are limited to ensure personalized attention. Reserve your spot today and start running your business like it’s your most valuable asset—because it is.
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- How to Sell Your House
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Whether you are thinking about downsizing or just looking for a change of address, this seminar will provide the basic information needed to sell your current house. Topics covered: the best and worse times to sell, understanding the market, determining a reasonable listing price, advertising, disclosures, showings, negotiating a contract, inspections, appraisals, problems that may arise, and closing on the house.
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- Coin and Currency Collecting
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Fee: $35.00
Dates: 9/25/2025 - 9/25/2025
Times: 6:00 PM - 8:30 PM
Days: Th
Sessions: 1
Building: Peoria Campus
Room: Hickory Hall 105
Instructor: Rick Farmer
Discover the fascinating world of U.S. coin and currency collecting! Novice collectors will receive expert tips on getting started, currency identification, and how to sell a coin collection you may have inherited. Led by a long-time collector, discussions will cover types of collecting, how to build a collection on a budget, and responsible ways to dispose of coins. Bring a coin to class that you’re curious about—hands-on learning makes this class both informative and fun! You’ll gain practical knowledge to help you avoid common pitfalls and make informed decisions. Whether you're pursuing a new hobby or managing a family inheritance, this course offers something valuable for everyone.
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- Retirement Planning Today
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This class explains how to keep more of what you earn and make your money work harder for you. Whether you are just beginning to develop a retirement plan or you are rapidly approaching retirement, you should enroll in this course. You will learn how to define long-term goals and gain practical information you can apply immediately. The course includes a 224-page illustrated textbook. A spouse or guest may attend at no additional charge.
Upon completion of this course, you will be able to determine how much money you will need in retirement, create a plan to increase your financial stability throughout retirement, help minimize taxes for yourself and loved ones, plan for retirement during market volatility, and more.
This course is taught by Jay Goldstein, Jeff Bailey, and Jayme Bailey. All are financial advisors with Robert W. Baird.
Hybrid Class Offering. If attending virtually, participants will need a computer with Internet access, webcam, and microphone to join the Zoom meeting during the class. Zoom meeting information will be sent via email before the class starts. If attending in person, please bring a pen and paper to take notes. All attendees will have the option to receive either a digital copy or a physical copy of the textbook. You will make your selection at the time of registration.
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- Wealth Creation Today
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Nearly every successful professional could benefit from increased financial fluency. This personal finance course for professionals ages 35-50 uses a comprehensive, unbiased approach to deliver rewards over a lifetime. Topics will include life and wealth planning, barriers to wealth accumulation, tax advantaged investment vehicles, managing family finances, and investment strategies. A spouse or guest may attend at no additional charge.
By taking this course, you will get answers to your wealth planning questions, learn how to align financial decisions and goals, gain tools and strategies for greater financial fluency, learn practical strategies for reaching your financial goals, and more.
This course is taught by Whitney Goldstein and Jay Goldstein. Both are financial advisors with Robert W. Baird.
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