“What you do makes a difference, and you have to decide what kind of difference you want to make.” – Jane Goodall – Primatologist-Author

“You can’t cross the sea merely by standing and staring at the water.” – Rabindranath Tagore – 1861-1941 – Poet-Writer-Composer-Philosopher

“There is always light. If only we’re brave enough to see it. If only we’re brave enough to be it.” – Amanda Gorman – Poet-Activist

ANNOUNCEMENTS

(notes provided by the distinguished gentleman from Connecticut, Eduard Piere)

Larry thanked everyone for helping in last night’s Eastern Illinois Foodbank’s repack. It was a combined Rotary Club Volunteer project with The Illini After Five club joining us in repacking 5,000 pounds of potatoes! 

Future Projects and volunteer opportunities include:

*March 25 – Central High School Interact Trivia Event

*April 1 – RYLA’s leadership and training for High School sophomores

*April 15 – 8 am to 10 am our annual Champaign County Humane Society’s Newspaper Roll at the Good Shepherd Lutheran Church located at 2101 S. Prospect, Champaign. Keep saving your newspapers!

Scott mentioned several upcoming events we are involved in such as the CASA Pinwheel Fundraiser with Pinwheels being placed at the Don Decker garden, future Books for Prisoners event, the World Water Day event with a possible donation towards a water pump, and helping with a Rotary information booth on a weekly basis at the Urbana Saturday Farmers Market.

Paul noted that 11 people have entered the annual CU Sunrise Rotary NCAA Basketball Bracket Challenge with money going to our Club’s Bucket Bucks.

PROGRAM

Jerry introduced Peter Newman as our speaker this morning. Peter founded Peak Wealth Planning in 2014 to provide financial planning and investment management for individuals who built their wealth through ESOP participation, business ownership, or real estate investing. Prior to founding Peak Wealth, Peter spent two decades in Treasury Operations at the University of Illinois System where he managed capital financing, insurance programs, banking, agricultural properties, and $3 billion of combined operating and endowment investments.

Peter’s focus this morning was to explain how he works with his clients to understand their priorities for the future and how to get yourself in place to avoid future crises. He spoke on several topics and answered questions on: 

*Life Insurance and Long-Term Care insurance

He provided several examples and answered questions dealing with various insurance coverages for you and your family members. He also explained the importance of working with your pensions and retirement packages. 

*Estate Planning

He discussed and answered questions on Wills, Trusts, Power of Attorney, Medical directives and Beneficiaries.

*Asset and Lifestyle Protection

He explained the importance of knowing your risks and making informed decisions.

*Banks

He also touched on the current Banking situation and what the Federal government is doing to help.

For additional and more detailed information see the links below.

Sign up for our Peak Insiders Newsletter

 http://eepurl.com/czgm85

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UPCOMING SCHEDULE (with program committee members listed in parentheses)

March 23^rd – Marching Illini director Barry Houser (Joe)

March 30^th – TBD

April 6^th – TBD

April 13^th @ 5:30PM – Maura Stutzman, Program and Events Librarian, Champaign Public Library (Mary)

April 20^th – Lorrie Pearson, Executive Director, Champaign County Forest Preserve District (Mary)

 April 27^th – TBD (Tom)

May 4^th – TBD

May 11^th @ 5:30PM – TBD (Bob)

May 18^th – TBD (Cary)

May 25^th – TBD (Joe)

June 1^st – TBD

June 8^th @ 5:30PM – TBD (Charlie)

June 15^th – TBD (Lisa)

June 22^nd – TBD (Lisa)

June 29^th – TBD