Skip to main content

Blooming Tree Wealth Management

“Financial Planning in Transition” Free Workshop for Advocate BroMenn Employees

When big changes happen in your life, it’s time to review your goals and ensure that your current path is aligned with what you want your future to be. With the news of a merger with Carle Health System, Advocate BroMenn employees find themselves in a period of change and uncertainty. 


To help guide you through this transition, Blooming Tree Wealth Management Founder Ryan O’Connell, in conjunction with the Community Health Care Clinic, will host a free “Financial Planning in Transition” workshop. The workshop will cover the following: 


  • The essentials of retirement planning

  • The answer to “How much do I need to save?” 

  • 403b do’s and don'ts

  • Budgeting for Medicare

  • “Smart giving”

  • And more!


Who is This Workshop For?


When you can’t fight change, adapt. This workshop is for any BroMenn employee who is concerned about how the merger will affect their financial future, is near retirement, or is curious about how to plan for their future properly. 


This free workshop and networking event will take place on June 30, 2020. 


As a BroMenn employee, we hope you will attend to meet Ryan, learn about your options, and clarify your financial future in an open and commitment-free environment. There will be no sales pitches. A short, 20-minute presentation will be given, snacks and drinks will be provided, and a Q&A session will follow the presentation -- allowing you to ask any and all questions you may have. There will also be a guided tour of the CHCC facility.


Please join us on Tuesday, June 30, at 5:30 PM at the Community Health Care Clinic, located at 900 Franklin Ave, Normal, IL 61761. Kindly RSVP to


Have questions about this event? Contact us today (click here) and we hope to see you at 5:30 PM on June 30!