Events
Recognizing the importance of financial literacy, we partnered with a local community college to offer an adult education course. While the course material has changed over the years, our goals have not – to empower our clients and students to take an active role in their financial future.
Wealth Creation Today
Wealth Creation Today, a personal finance course for professionals age 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.
Thursdays
October 29, 2026 and November 5, 2026
6:30 p.m. - 8:30 p.m.
ICC Peoria Campus - Hickory Hall 103
Instructors: Jay Goldstein, Whitney Goldstein
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Retirement Planning Today
Our course Retirement Planning Today teaches you the foundations of personal finance while providing practical information you’ll wish you had learned years ago.
Tuesdays
September 29, 2026 and October 6, 2026
6:30 p.m. - 9:00 p.m.
Hybrid Course: ICC Peoria Campus - Hickory Hall 131 OR Zoom
Instructors: Jeff Bailey, Jayme Bailey, Jay Goldstein
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