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.

Planning for retirement is more than just saving- it's about creating a reliable income that lasts. We'll explore key strategies to turn savings into sustainable income, covering Social Security, pensions, IRAs, Roth accounts, annuities, tax-smart withdrawals, and required minimum distributions. We'll also learn how to manage common risks like inflation, longevity, and market volatility, and discover how healthcare and legacy planning fit into your income strategy. Whether you’re approaching retirement or already retired, this class will help you feel more confident in your plan to turn assets into income.

Wednesdays
October 1, 2025, October 8, 2025, October 15, 2025, and October 22, 2025
9:00 am - 10:00 am
Bradley University
Instructors: Jay Goldstein, Whitney Goldstein
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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.

Tuesdays
October 21, 2025 and October 28, 2025
6:30 p.m. - 8:30 p.m.
ICC Peoria Campus - Hickory Hall 103
Instructors: Jay Goldstein, Whitney Goldstein
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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
October 7, 2025 and October 14, 2025
6:30 p.m. - 8:30 p.m.
Hybrid Course: ICC Peoria Campus - Hickory Hall 103 OR Zoom
Instructors: Jeff Bailey, Jayme Bailey, Jay Goldstein
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