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Upcoming Events


Whether it’s keeping up with trends or discussing some other topic, our firm is dedicated to providing
sound information to people who are concerned about their personal finances.
Along the way, we like to have some fun, too. If any of the events below look interesting,
please give us a call for details or to RSVP. We’ll be happy to add you to our guest list.


Seminar: Strategies to Maximize Social Security and Medicare

  • When: Wednesday, March 25 at 5:30pm
  • Where: Churchill Wealth office
  • Featuring Social Security and Medicare expert guest speaker


Investing 101: How to Begin and Why it Matters

  • When: Thursday, April 30, 2020 at 6:00pm
  • Where: Oliver's in the Heights (downstairs)
    • 1231 E Samuel Ave, Peoria Heights, IL 61616
  • Featuring Financial Advisor Jon Andrew and market expert from Franklin Templeton
    • Pizza, wings, and drinks provided


  • Check back periodically, and watch your email for additional upcoming events!