Upcoming Events

Saving for a College Education - Tuesday

It’s never too late - or too early - to start saving for college!

A college education can be invaluable in today’s competitive job market. But every year, college costs continue to increase, often at twice the rate of general inflation. That’s why it’s so important to start saving now.

If you want to be sure you’ll have enough saved when your child is ready to attend college, join us for an educational seminar on Saving for a College Education. In this seminar, presented by the wealth management team at John Graham & Associates, you’ll learn valuable tips for funding a college education, including how to leverage tax-advantaged savings options and financial aid. You’ll get some insight into how much you can expect to need for your child’s education and how long it might take you to get there.

Please RSVP by folling this link to our Zoom registration page or contact your JGA financial advisor for more information.

Busy on both webinar dates? No problem! RSVP anyway and we’ll send you the recording.

 

This webinar will be repeated on Thursday. Choose only one day to attend. 

 

Financial Advisors and Registered Representatives are not perimtted to attend.

When: Tuesday, October 11, 2022 - 6:30 - 7:30 p.m.
Where: Online Via Zoom. Register through the link above.
Host: JGA
Phone: 309-699-6608
Directions: Log-in instructions will be given to those who register.
 

Saving for a College Education - Thursday

It’s never too late - or too early - to start saving for college!

A college education can be invaluable in today’s competitive job market. But every year, college costs continue to increase, often at twice the rate of general inflation. That’s why it’s so important to start saving now.

If you want to be sure you’ll have enough saved when your child is ready to attend college, join us for an educational seminar on Saving for a College Education. In this seminar, presented by the wealth management team at John Graham & Associates, you’ll learn valuable tips for funding a college education, including how to leverage tax-advantaged savings options and financial aid. You’ll get some insight into how much you can expect to need for your child’s education and how long it might take you to get there.

Please RSVP by folling this link to our Zoom registration page or contact your JGA financial advisor for more information.

Busy on both webinar dates? No problem! RSVP anyway and we’ll send you the recording.

This webinar is the same as the one offered on 10/11. Choose only one day to attend. 

 

Financial Advisors and Registered Representatives are not perimtted to attend.

When: Thursday, October 13, 2022 - 6:30 - 7:30 p.m.
Where: Online Via Zoom. Register through the link above.
Host: JGA
Phone: 309-699-6608
Directions: Log-in instructions will be given to those who register.
 

Special Needs Planning - Tuesday

Planning for the personal needs and financial security
of a loved one who is disabled or has special needs
may seem overwhelming, but it doesn’t have to be.

By creating a solid plan and implementing it in an organized fashion, you can provide for the current and future well-being
of your loved one.


If you’re looking for help in planning for a loved one’s needs,
join us for a free online seminar on Special Needs Planning

In this seminar, presented by the wealth management team
at John Graham & Associates, you’ll learn how to balance your own present and future needs with your loved one’s, and get tips on how to create and implement the necessary plans for their care. You’ll get information on the sources of government benefits you could have access to, and how those benefits may interact with your other financial options.

To RSVP, follow this link to our Zoom registration page, or contact a JGA team member at 309-699-6608.  

Choose to attend Tuesday or Thursday night. 

 

Financial Advisors and Registered Representatives are not perimtted to attend.

When: Tuesday, November 8, 2022 - 6:30 - 7:30 p.m.
Where: Online via Zoom. Please register at the link above.
Host: JGA Team
Phone: 309-699-6608
 

Retirement Plans for Small Businesses

Good News! Retirement Plans aren’t just for big businesses! 

It’s easy to assume that retirement plans are only viable for larger businesses who can handle the expense and hassle. But did you know there are multiple retirement plan options designed for small businesses, including sole proprietorships and self-employed individuals? If you’ve been looking for a way to provide retirement benefits for your employees, or simply to save for your own retirement, we invite you to join us for an educational seminar on Solo 401(k), SEP and SIMPLE IRA Plans.

In this seminar, presented by the wealth management team at John Graham & Associates, you’ll get more information on retirement plan options that fit the size and needs of your business. You’ll leave with a greater understanding of the possibilities available and how to choose which option is right for you.

 

Register:

CLICK HERE to register for this free online event and receive the Zoom link. 

 

Note: Financial Professionals are not permitted to attend.

When: Thursday, November 10, 2022 - 12:00 P.M.
Where: Online Via Zoom
Host: JGA Team
Phone: 309-699-6608
Directions: Log-in instructions will be given to those who register.
 

Special Needs Planning - Thursday

Planning for the personal needs and financial security
of a loved one who is disabled or has special needs
may seem overwhelming, but it doesn’t have to be.

By creating a solid plan and implementing it in an organized fashion, you can provide for the current and future well-being
of your loved one.


If you’re looking for help in planning for a loved one’s needs,
join us for a free online seminar on Special Needs Planning

In this seminar, presented by the wealth management team
at John Graham & Associates, you’ll learn how to balance your own present and future needs with your loved one’s, and get tips on how to create and implement the necessary plans for their care. You’ll get information on the sources of government benefits you could have access to, and how those benefits may interact with your other financial options.

To RSVP, follow this link to our Zoom registration page, or contact a JGA team member at 309-699-6608.  

Choose to attend Tuesday or Thursday night. 

 

Financial Advisors and Registered Representatives are not perimtted to attend.

When: Thursday, November 10, 2022 - 6:30 - 7:30 p.m.
Where: Online via Zoom. Please register at the link above.
Host: JGA Team
Phone: 309-699-6608
 

Planning for Long-Term Care - Tuesday

According to the federal government, a majority of people over age 65 will need some type of long-term care within their lifetime, with a significant number needing care in a nursing home. The expenses associated with prolonged medical care are high and are expected to continue to rise.

Having a plan to pay for your eventual needs is crucial. To ensure you’re equipped with the information you’ll need, we invite you to join us for an educational seminar on Planning for Long-Term Care.

In this seminar, presented by the wealth management team at John Graham & Associates, you’ll learn more about why having a plan for long-term care is important, and gain some tools to help you get started creating one.

Please RSVP by following this link to the Zoom registration page. You can register once and choose to attend either Tuesday, Dec. 6, or Thursday, Dec. 8. The content will be the same on both days.

If you can’t make these dates, RSVP anyway and we will send you the webinar recording once it is available!

 

Financial Advisors and Registered Representatives are not perimtted to attend.

When: Tuesday, December 6, 2022 - 6:30 - 7:30 p.m.
Where: Online via Zoom. Register to receive the link.
Host: JGA Team
Phone: 309-699-6608
 

Planning for Long-Term Care - Thursday

According to the federal government, a majority of people over age 65 will need some type of long-term care within their lifetime, with a significant number needing care in a nursing home. The expenses associated with prolonged medical care are high and are expected to continue to rise.

Having a plan to pay for your eventual needs is crucial. To ensure you’re equipped with the information you’ll need, we invite you to join us for an educational seminar on Planning for Long-Term Care.

In this seminar, presented by the wealth management team at John Graham & Associates, you’ll learn more about why having a plan for long-term care is important, and gain some tools to help you get started creating one.

Please RSVP by following this link to the Zoom registration page. You can register once and choose to attend either Tuesday, Dec. 6, or Thursday, Dec. 8. The content will be the same on both days.

If you can’t make these dates, RSVP anyway and we will send you the webinar recording once it is available!

 

Financial Advisors and Registered Representatives are not perimtted to attend.

When: Thursday, December 8, 2022 - 6:30 - 7:30 p.m.
Where: Online via Zoom. Register to receive the link.
Host: JGA Team
Phone: 309-699-6608