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Platinum Adventures
Extended Trip
Community
Family
Junior Savers
Small Business Financial Academy - Cash Flow for a Small Business

Tuesday,

April 1, 2025

Small Business Financial Academy - Cash Flow for a Small Business

AT Illinois SBDC at the College of Lake County

10:00 am - 11:00 am |

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TICKETS

Managing Cash Flow

Describe the purpose of cash flow management in a start-up business

Assess a cash flow cycle and make some cash flow projections

Describe how a cash flow statement can help in terms of managing cost and potential income

Identify ways to seek out expert technical assistance to improve cash flow management

Virtual Training (Zoom)


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Bark at the Bank

Friday,

April 4, 2025

Bark at the Bank

Rockford Community Bank

11:00 am - 3:00 pm |

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Bring your fury best friends to the bank for a treat and a photograph with their favorite bankers. We'll share pet pics on Rockford Community Bank's social media pages so everyone can see how cute they are!


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NBT Shred Events

Saturday,

April 5, 2025

NBT Shred Events

Northview Bank & Trust

8:00 am - 10:00 am |

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Help protect your identity: Gather your personal sensitive financial information and we’ll shred it here  for free!


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Meet the Easter Bunny!

Saturday,

April 5, 2025

Meet the Easter Bunny!

Bloomingdale Bank & Trust

10:00 am - 12:00 pm |

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Spring is on its way, and so is the Easter Bunny! Hop on over to your local branch for a chance to meet and snap a picture with everyone’s favorite rabbit.


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Meet the Easter Bunny!

Saturday,

April 5, 2025

Meet the Easter Bunny!

Wintrust Indiana

9:30 am - 12:00 pm |

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Spring is on its way, and so is the Easter Bunny! Hop on over to your local branch for a chance to meet and snap a picture with everyone’s favorite rabbit.


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NBT Shred Events

Saturday,

April 5, 2025

NBT Shred Events

Northview Bank & Trust - Willow

11:00 am - 1:00 pm |

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Help protect your identity: Gather your personal sensitive financial information and we’ll shred it here  for free!


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Small Business Financial Academy - Risk Management for a Small Business

Tuesday,

April 8, 2025

Small Business Financial Academy - Risk Management for a Small Business

AT Illinois SBDC at the College of Lake County

10:00 am - 11:00 am |

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TICKETS

Risk Management

Identify the common risks associated with a small business

Identify the external and internal factors which affect risk for a small business

Identify situations that may cause risk for a small business

Identify the common warning signs of risk for a small business

Implement, monitor, and evaluate a risk management plan for a small business

Virtual Training (Zoom)


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Extended Trips Preview

Wednesday,

April 9, 2025

Extended Trips Preview

Wintrust Bank - Old Town

10:30 am - 12:00 pm |

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Do you love to travel but don’t enjoy making all the arrangements? Let Platinum Adventures take care of the planning for you! Most trips include travel insurance, home pick-up and drop-off, and so much more. Come and hear about our newest trips, including Shades of Ireland; Essence of Panama; Australia and New Zealand; Iceland; a Greek Islands cruise; America’s Canyonlands; and more. These trips are filling up fast, so don’t wait! Call Holly Frischmann at 847-993-8866 or hollyf@wintrust.com to RSVP.

The destinations presented may change based on availability at the time of the trip preview.
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Introduction to Estate Planning

Wednesday,

April 9, 2025

Introduction to Estate Planning

State Bank of The Lakes

10:00 am - 12:00 pm |

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Join us to learn all about the trust documents and the trustee's role. Penelope Johns-Thompsen, Vice President and Trust Officer, Wintrust Private Trust Company will provide an overall introduction to the trust document and why it may be beneficial to include in your comprehensive estate plan. We will also touch on the different types of trust documents, including revocable, irrevocable, special needs trusts, and land trusts. Light refreshments will be served. Contact Diane Susong at 815-788-3231 or dsusong@wintrust.com to register for this event.


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Introduction to Estate Planning

Wednesday,

April 9, 2025

Introduction to Estate Planning

Wauconda Community Bank

2:00 pm - 4:00 pm |

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Join us to learn all about the trust documents and the trustee's role. Penelope Johns-Thompsen, Vice President and Trust Officer, Wintrust Private Trust Company will provide an overall introduction to the trust document and why it may be beneficial to include in your comprehensive estate plan. We will also touch on the different types of trust documents, including revocable, irrevocable, special needs trusts, and land trusts. Light refreshments will be served. Contact Diane Susong at 815-788-3231 or dsusong@wintrust.com to register for this event.


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Extended Trip
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