BOS Events


Financial Planning and Trust Seminar

BOS and our guest experts will cover the strategies of putting together a comprehensive financial plan and the importance of Trusts and Wills.

In-Person and Virtual

Wednesday, June 7, 2023

9:00-11:00am In-Person
or 2:00-4:00pm In-Person and Virtual

The in-person sessions are FULL. Please join us for the virtual session. 

In-person sessions will be held at our BOS Wabash Location

3400 Wabash Avenue, Springfield, IL 62711

Financial Planning
Interest rates and inflation have skyrocketed, markets are volatile, and there is a lot of uncertainty. In this seminar you will learn more about putting together a coordinated plan where everyone (attorney, CPA, adviser, etc.) will understand your wishes.

Trusts and Wills: A Pre-Game Plan
Many people know they need to put together a plan but put it off until there is a life-changing event. In this seminar, customers will learn the difference between a Will and a Trust, the duties of an executor and/or trustee, and so much more.

Presenters Include:
Greg Pettys - BOS, Vice President Advanced Planning
Kim Cessna - BOS Vice President, Trust Manager
Beverley Chapman - BOS Trust Administrative Officer
Patrick Sheehan - Attorney, Sheehan & Sheehan
William Sheehan - Attorney, Sheehan & Sheehan


Please RSVP by Monday, June 5.


Wednesday, June 21, 2023

The Rail Golf Course

Springfield, Illinois

$150 per Golfer Entry Fee
includes Golf, Lunch, Dinner and Prizes

Registration at 10:30am; Lunch at 11:00am
Four Person Scramble
Shotgun Start at 12:00pm

Deadline to Register is Friday, June 9.

217-529-5555 | Email


Proceeds Benefit:
Motherland Gardens Community Project
Springfield Tennis Academy

Event Sponsors:

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