Personal Finances   

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.

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.

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.

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.

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.