Personal Finances   

If you have group life insurance through work, is that enough to protect your family? How much is too much and is the group cost actually priced better than an individual plan you could get from the internet or your local agent? Learn the most common types of life insurance and what is best for your specific need. In this course you will see how life insurance can help with retirement planning and identify which companies will be there decades from now when you have a claim. Learning the basics of life insurance will make you a knowledgeable and savvy consumer. You will learn the importance of an accurate illustration and how expensive life insurance can or cannot be.

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.

Curious about investing but not sure where to start? This interactive session will introduce you to key investment types, account options, and strategies to help you make confident financial decisions. You’ll explore retirement and non-retirement accounts, learn how different investments work, and have the chance to get your personal questions answered in a supportive, beginner-friendly setting.

Buying your first house can seem a little overwhelming. This seminar will provide the basic information a consumer needs to buy a house, with special attention given to the first time buyer. The complete process will be covered, including getting (and staying) pre-approved for a loan, searching for the right house, negotiating a contract, earnest money, inspections, appraisals, disclosures, and closing on the house.

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.

Your relationship with money runs deeper than numbers - it’s shaped by your upbringing, life experiences, and the beliefs you’ve carried with you. In this engaging class, we’ll explore the common money messages that influence your decisions, uncover the ways they may hold you back, and learn strategies to reframe them. By understanding your personal money mindset, you’ll take the first step toward reducing financial stress, building confidence, and creating a healthier relationship with your finances.

Are you getting the best possible value from an insurance company? Will that company honor a claim? How do you get a great price when there are so many insurance terms to understand? Do you have too much or too little coverage? Why does your credit matter? Shopping insurance should be an annual event to ensure you are getting proper coverage from a solid company at a reasonable price. The insurance market is volatile and becoming a savvy shopper will help you understand your policy and put you in the driver's seat when shopping for auto, home, or renters quotes.