Events
UPCOMING EVENT
2025 Client Appreciation Event
October 23, 2025
Our Annual Client Appreciation Event will be held at Illini Country Club. Stay tuned for how to RSVP once you get your invitation.
PAST EVENT
Spring into Strategy: The Market Playbook
May 15, 2025
5:30p - 8:00p
BOS Center
We are welcoming Tyler Kiehnle, Vice President and Product Strategist at PIMCO as our featured speaker. Please join us for drinks, hors d'oeuvres and networking at the BOS Center on Thursday evening, May 15th, 2025.
The Big Beautiful Bill
With the passage of the new federal tax bill — dubbed the “One Big, Beautiful Bill” — there are some significant tax and financial changes on the way. This legislation makes permanent or expands...
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Back-to-School Tax Tips for Smart Savings
Navigate Back-to-School Chaos with Tax SavingsAh, the back-to-school season! It's that time of year when parents are knee-deep in supply shopping, shuttling to extracurricular activities, and...
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Steel and Aluminum Tariffs: Essential Insights
Recent policy shifts have stirred concerns among consumers and businesses alike, with rising prices and economic uncertainties looming large. Among these policy changes, the steel and aluminum...
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