FNBT Shares Impact of Financial Education Program Supporting Students with Distance Learning Amidst COVID-19 School Closures

Beloit, WI, September 11, 2020 – First National Bank and Trust (FNBT) has released annual impact data for the financial education curriculum it provides to high school students across Southern Wisconsin and Northern Illinois. The digital Sound Advice Scholars program, made available to high schools at no cost through FNBT’s relationship with leading social impact education innovator EVERFI, supported distance learning amidst widespread school closures driven by the COVID-19 pandemic in the 2019-20 academic year.

Since launching the program in 2017, FNBT has successfully grown the program and its impact on students, schools, and local communities. To date, more than 2,150 students have taken the course in 9 schools. Some of the impressive highlights from the 2019-2020 school year include:

  • 612 students actively participating
  • 9 schools actively participating
  • 1508 hours of learning time
  • 33% knowledge gain for students who took this course

“Now more than ever, the importance of financial education is evident as we navigate unprecedented times,” said Laura Pomerene, Senior Vice President & Marketing Director at FNBT. “The lessons students learn at school stick with them later in life. It is just good Sound Advice to discuss money management with high school students before they head off to college and into the working world.”

The Sound Advice Scholars financial education program at FNBT is designed to equip students with critical financial related education needed to confidently and successfully navigate our evolving world. While school curricula are typically focused on core subjects, it is believed that also teaching important life skills plays an important role in addressing some of the educational gaps that are necessary to bridge for overall societal advancement. To learn more about the program, visit the Sound Advice Scholars resource center for educators.

 

EVERFI, Inc. is an international technology company driving social change through education to address the most challenging issues affecting society ranging from financial wellness to prescription drug safety to workplace conduct and other critical topics. Founded in 2008, EVERFI is fueled by its Software-as-a-Service (SaaS) community engagement platform and has reached more than 41 million learners globally. Recognized as one of the World’s Most Innovative Companies by Fast Company in 2020, EVERFI powers community engagement in a sustained manner to empower individuals and organizations to make an impact within their communities.  The Company also convenes Networks to bring together financial institutions, colleges, and universities, and some of the largest corporations to leverage insights and connections to drive impact. Some of America’s leading CEOs and venture capital firms are EVERFI investors including Amazon founder and CEO Jeff Bezos, Google Chairman Eric Schmidt, Twitter founder Evan Williams, as well as Advance, Rethink Education and Rethink Impact. To learn more about EVERFI visit everfi.com or follow us on Facebook, Instagram, LinkedIn, or Twitter @EVERFI.

 

First National Bank and Trust Company is a family-focused, community bank headquartered in Beloit, Wisconsin. Chartered in 1882, First National Bank and Trust has grown to be a leading financial services institution offering products and services for consumers and businesses, as well as trust, retirement services, investment management, brokerage and insurance. We now serve nearly 30,000 households in 13 communities and 16 locations in Southern Wisconsin and Northern Illinois with assets of approximately $1.2 billion. We treat our customers, employees, shareholders and communities like family, with a goal of helping all our families succeed. Providing Sound Advice and delivering an exceptional experience has positioned First National Bank and Trust as a Stateline leader in the industry. For additional information, visit bankatfirstnational.com.

 

First National Bank and Trust: “Give us a try. We’ll treat you like family.”

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Kick Start Your Small Business

Has your small business reached a crossroad? Bring your questions to this interactive webinar as we discuss techniques for revitalizing your business plan. Learn how SBA programs and services can be the tools you need to make sound decisions for your business.

Register now to receive log on instructions emailed to you. Please note, this event will be on the Microsoft Teams platform. There is no dial-in number; you must join online. The Safari browser is incompatible. Email the Illinois District Office with questions at ILLINOIS (dot) DO (at) sba (dot) gov.

 

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To register, click the link below:

https://www.eventbrite.com/e/kick-start-your-small-business-tickets-117434643179

Beloit Health System Family and Friends Await Baby’s Arrival By Hosting a COVID Friendly Outdoor Lobby

BELOIT, WI. (August 21, 2020) — Proud new parents, Devin Huffman and Timothy Joseph, T.J. Huffman welcomed their first child, baby girl, Wren Lee Huffman. Born 7lbs, 5oz and 19.5,” Wren arrived at 3:39pm on August 19 in the newest wing of the recently renovated Packard Family Care Center. Proud new Mom, Devin, is a teacher at Hackett Elementary School, and Dad, T.J., is a City of Beloit Firefighter. T.J.’s two sisters work for BHS as both a CT Tech and RN in the Family Care Center.

 

Due to the COVID-19 pandemic and ongoing visitor restrictions, the Huffman’s family and friends created a way to set up an outdoor waiting room on the hospital campus lawn overlooking the window where Devin and T.J. were located. Eagerly arriving baby’s arrival, family and friends spent the day watching the window where a pink or blue poster board would be displayed announcing baby’s gender.

 

“We tested out the windows to figure out which one would allow our sign to be most visible. Then, we let friends and family know the exact location,” commented T.J. It was a small gathering in the beginning. Grandparents had spent the night overnight in their cars in the parking lot, and more friends and family joined by the hour, socially distanced in lawn chairs waiting together in support.

 

“At first, I hard a hard time knowing I would not be able to have visitors. My mother has been an OB/GYN nurse for over 31 years, and I always imagined that she would be by my side. My mom assured me everything was going to be ok, and that she would still be with me,” commented Devin. Using technology, family was successful in keeping in touch every step of the way. “As soon as Wren arrived, we conducted a mass ZOOM call for everyone in the lawn, we opened up the blinds and could share our joy in real time. We could see everyone’s faces and reactions. We were elated, it was very special. For those who were not here, we placed individual face time calls and connected to share the news.”         Beloit Health System congratulates the Huffman family and wish them the very best!

 

During this national health crisis, safety measures and diligent precautions remain top priority.

 

About Beloit Health System

Beloit Health System is an independent community health system serving northern Illinois and southern Wisconsin. We offer world-class facilities and services to improve the overall health of the communities we serve with cornerstones for quality, engagement, integrity and patient satisfaction.

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For more information, please contact Megan Goggin, Manager of Marketing and Community Relations at 608.363.5714 or email mgoggin@beloithealthsystem.org

Scott Sullivan Named to The Best Lawyers in America© for the Seventh Consecutive Year

ROCKFORD, Ill. (August 20, 2020) – Scott C. Sullivan, a partner with WilliamsMcCarthy LLP, a full-service Illinois-based law firm headquartered in Rockford, was recently selected by his peers for inclusion in 27th Edition of The Best Lawyers in America© in the field of commercial litigation. Best Lawyers is the oldest and most respected peer-review publication in the legal profession. This is the seventh straight year Sullivan has been recognized by Best Lawyers®.

 

Sullivan is a partner in the firm’s business law and commercial litigation practice groups. His client base ranges from small family-held businesses to Fortune 100 companies. He has litigated business disputes at all court levels including state, federal and appellate. Sullivan has consistently been recognized as a top commercial litigator by his peers.

 

Since it was first published in 1983, Best Lawyers® has become universally regarded as the definitive guide to legal excellence. Best Lawyers lists are compiled based on an exhaustive peer-review evaluation. For the 2021 Edition of The Best Lawyers in America©, 9.4 million evaluations were analyzed, which resulted in 67,914 leading lawyers being recognized in the new edition. Lawyers are not required or allowed to pay a fee to be listed; therefore, inclusion in Best Lawyers is considered a singular honor.

 

Sullivan is an honors graduate of the University of Notre Dame and Notre Dame Law School. Other honors include selection by his peers for inclusion in Leading Lawyers Network (2004-2020), a distinction awarded to only the top five percent of all attorneys in Illinois. Sullivan also has been selected as an Illinois Super Lawyer (2005-2020) by Law and Politics in commercial litigation and corporate law. In addition, he has received an AV Peer Review Rating from Martindale-Hubbell®, an honor reserved for those attorneys who exhibit the highest level of ethics and legal ability.

 

About WilliamsMcCarthy LLP

WilliamsMcCarthy LLP is a full-service Illinois-based law firm offering a broad array of legal services. Founded in 1932, its practice focus is in the areas of business law, commercial litigation, employment, health care, real estate, wills and trusts, insurance law, personal injury and intellectual property law. Additional information can be found at www.wilmac.com.

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2020 Softball Throwdown

On Saturday, August 15th four teams met at Leland Park to compete for their name on the coveted Stateline Chamber Throwdown Champions Plaque. The big question on everyone’s mind: could Anabel’s Cleaning Service, Savant Wealth Management, or XL Contracting dethrown the two-time reigning champion RyCOM Creative? The short answer is yes, but we will get to that in a minute. 

 

Stateline Baseball played gracious host to the Chamber and all of the competing teams. They provided equipment, an umpire, prepared the field for play, and had the concession stand available to everyone throughout the day. Without Stateline Baseball, this event would not be possible. 

 

While Ryan Rydell of team RyCOM brought the big guns for his team including former professional baseball players Joe and Robert Bennie, it still wasn’t enough to take home the trophy for the third consecutive year. At the bottom of the last inning Anabel’s Cleaning Service was up by one run. RyCOM had one man on base and one out. Two amazing catches later by the Anabel’s Cleaning Service third baseman, Matt, the dugout erupted with excitement and victory nachos were ordered. 

 

Thank you to everyone who participated, watched, team sponsors Anabel’s Cleaning, RyCOM Creative, Savant Wealth Management, and XL Contracting, other sponsors John Broda of eXp Realty, Branda LaBuy Re/Max Valley Realtors, Sportly, and of course Stateline Baseball. 

 

Think your business can come out on top next year? Contact the Chamber office to lock in your spot for 2021.

 

Savant Lands Among the Top 50 Firms in the Nation

ROCKFORD, Ill. (Aug. 19, 2020) – Savant Wealth Management (formerly Savant Capital Management), a nationally recognized, fee-only advisory firm headquartered in Rockford, has been recognized by InvestmentNews as one of the top 50 fee-only Registered Investment Advisors (RIAs) in the nation. This is the thirteenth time Savant has been recognized by the financial trade publication.

 

Savant earned the #21 spot for 2020, climbing 11 spots from the 2019 ranking. The list is based on total assets under management (AUM). To qualify for the top 50 list, firms must provide financial planning services, have at least $100 million in AUM, have provided investment advisory services to clients during the most recent fiscal year, not be actively engaged in business as a broker-dealer, and not receive commissions, among other criteria.

 

“We are honored to be recognized as one of the top 50 firms in the nation by InvestmentNews,” said Brent Brodeski, CEO of Savant. “As a trusted advisor, we serve our clients by acting in their best interest. Our continued growth in AUM and the number of clients we serve can be attributed to this philosophy, coupled with the great work of Team Savant.”

 

The recognition comes on the heels of earning other industry top rankings from Financial Times and Accounting Today. For more information about Savant Wealth Management, visit savantwealth.com.

 

About Savant Wealth Management

Savant Wealth Management, formerly known as Savant Capital Management, is a leading independent, fee-only firm serving clients for 30 years with more than $8.6 billion in assets under management. Savant Wealth Management offers investment management, financial planning, retirement plan, and family office services to financially established individuals and institutions. Savant also offers corporate accounting, tax preparation, payroll and consulting through its affiliate, Savant Tax & Consulting.

 

Savant is headquartered in Rockford, with locations in Bloomington, Chicago, Downers Grove, Freeport, Hoffman Estates, Lincolnshire, Naperville, Peoria, St. Charles, Sterling, and Wilmette, IL; Phoenix, AZ; Santa Fe, NM; Madison and Park Falls, WI; and McLean, VA. Please see Important Disclosures at savantwealth.com.

 

Neither rankings and/or recognitions by unaffiliated rating services, publications, media, or other organizations, nor the achievement of any professional designation, certification, degree, or license, or any amount of prior experience or success, should be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results if Savant Wealth Management is engaged, or continues to be engaged, to provide investment advisory services. Rankings published by magazines, and others, generally base their selections exclusively on information prepared and/or submitted by the recognized adviser. Rankings are generally limited to participating advisers. Unless expressly indicated to the contrary, Savant Wealth Management did not pay a fee to be included on any such ranking. No ranking or recognition should be construed as a current or past endorsement of Savant Wealth Management by any of its clients. ANY QUESTIONS: Savant Wealth Management’s Chief Compliance Officer remains available to address any questions regarding rankings and/or recognitions, including the criteria used for any reflected ranking.

 

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Tanner W. Long Joins WilliamsMcCarthy LLP as Associate Attorney

ROCKFORD, Ill. (Aug. 17, 2020) – The law firm WilliamsMcCarthy LLP announced the recent addition of Associate Tanner Long. His practice will focus on employment and labor law, intellectual property law, and commercial litigation with a particular interest in supporting new and emerging companies and industries including eSports and gaming, renewable energy, cannabis and others.

 

Before joining WilliamsMcCarthy LLP, Long practiced at Schiff Hardin LLP in New York City where he counseled clients regarding their labor and employment matters, assisted litigating cases in front of the National Labor Relations Board, advocated on behalf of a non-profit in response to issues faced during the COVID-19 pandemic, and assisted on private equity refinancings and corporate contract negotiations. Long also served as a judicial clerk for the retired Judge Ed Prochaska of the Illinois 17th Circuit Court and interned with the Environmental Protection Unit of the Wisconsin Department of Justice.

 

Long graduated from the University of Illinois College of Law magna cum laude. In law school, he served as the managing editor of The Elder Law Journal, was recognized with several CALI Excellence for the Future Awards and was a student coach for the Illinois Trial Team.

 

“We are excited to welcome an attorney of Tanner’s caliber to WilliamsMcCarthy,” said John Holevas, president of the firm. “His commitment to excellence both in and outside of the courtroom will be an asset to our individual and business clients in northern Illinois and beyond.”

 

Long is admitted to practice in New York and his admission with the State of Illinois is pending. He is a member of the eSports Bar Association.

 

About WilliamsMcCarthy LLP

WilliamsMcCarthy LLP is a full-service Illinois-based law firm offering a broad array of legal services. Founded in 1932, its practice focus is in the areas of business law, commercial litigation, employment, health care, real estate, wills and trusts, insurance law, personal injury and intellectual property law. Additional information can be found at www.wilmac.com.

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Matthew Ennis Promoted to Branch Manager

Beloit, WI, August 13, 2020 – First National Bank and Trust (FNBT) is pleased to announce that Matthew Ennis has been promoted to Branch Manager at the Beloit-Madison Rd location located at 1795 Madison Road in Beloit, Wisconsin.

 

Ennis joined FNBT in September 2017 as a personal banker. Prior to that he worked for a loan company assisting borrowers with credit counseling. In his new role, Ennis will manage the daily operations of the branch and develop branch staff through training and coaching to help them achieve their professional goals. He will also provide Sound Advice to new and current customers to find products and services to fit their individual needs.

 

Ennis attended the University of Illinois at Urbana Champaign and currently resides in Beloit with his son. He volunteers as a board member of the Antonio Little Memorial Tournament, which raises money for college scholarships, youth sports programs, and boys and girls basketball programs at South Beloit High School. He enjoys playing golf in his spare time.

 

About First National Bank and Trust:

First National Bank and Trust Company is a family-owned, community bank headquartered in Beloit, Wisconsin. Chartered in 1882, First National Bank and Trust Company now serves nearly 30,000 households in 13 communities and 16 locations in Southern Wisconsin and Northern Illinois with assets of approximately $1.2 billion.  Commitment to full service banking, investments, asset management, exceptional service, and Sound Advice has positioned First National Bank and Trust Company as a Stateline leader in the industry. For additional information, visit www.bankatfirstnational.com.

First National Bank and Trust: “Give us a try. We’ll treat you like family.”

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Savant Ranked Among the Nation’s Leading RIA and Accounting Firms

ROCKFORD, Ill. (Aug. 10, 2020) – Savant Wealth Management (formerly Savant Capital Management), a nationally recognized, fee-only advisory firm headquartered in Rockford, has been recognized by Financial Times as a leading Registered Investment Advisor (RIA) and by Accounting Today as one of the nation’s leading Certified Public Accountant (CPA) firms by assets under management (AUM).

 

Financial Times has recognized Savant in its “FT 300: Top Registered Investment Advisers” list for 2020. More than 700 RIAs were considered, with 300 making the list. Areas of consideration are RIAs registered with the U.S. Securities and Exchange Commission that have more than $300 million in AUM, asset growth, the company’s age, industry certifications of key employees, SEC compliance record, and online accessibility. This is the eleventh year Savant has made the list. To view the complete list, click here.

 

Accounting Today magazine has ranked Savant for the eighth time in its “Top Wealth Magnet” list. Savant was ranked #3 out of more than 100 leading CPA financial planning firms in the United States. Savant is part of the “Billion Dollar Club” category based on AUM, managing more than $8.6 billion in assets for its clients. Click here for the complete list.

 

“We are honored to be recognized by Financial Times and Accounting Today and to be ranked alongside the nation’s most successful RIA and accounting firms,” said Brent Brodeski, CEO of Savant. “These recognitions are the result of our comprehensive financial planning services, holistic approach and most importantly, our team and the relationships we have with our clients.”

 

For more information about Savant Wealth Management, visit savantwealth.com.

 

About Savant Wealth Management

Savant Wealth Management, formerly known as Savant Capital Management, is a leading independent, fee-only firm serving clients for 30 years with more than $8.6 billion in assets under management. Savant Wealth Management offers investment management, financial planning, retirement plan, and family office services to financially established individuals and institutions. Savant also offers corporate accounting, tax preparation, payroll and consulting through its affiliate, Savant Tax & Consulting.

Savant is headquartered in Rockford, with locations in Bloomington, Chicago, Downers Grove, Freeport, Hoffman Estates, Lincolnshire, Naperville, Peoria, St. Charles, Sterling, and Wilmette, IL; Phoenix, AZ; Santa Fe, NM; Madison and Park Falls, WI; and McLean, VA. Please see Important Disclosures at savantwealth.com.

Neither rankings and/or recognitions by unaffiliated rating services, publications, media, or other organizations, nor the achievement of any professional designation, certification, degree, or license, or any amount of prior experience or success, should be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results if Savant Wealth Management is engaged, or continues to be engaged, to provide investment advisory services. Rankings published by magazines, and others, generally base their selections exclusively on information prepared and/or submitted by the recognized adviser. Rankings are generally limited to participating advisers. Unless expressly indicated to the contrary, Savant Wealth Management did not pay a fee to be included on any such ranking. No ranking or recognition should be construed as a current or past endorsement of Savant Wealth Management by any of its clients.  ANY QUESTIONS: Savant Wealth Management’s Chief Compliance Officer remains available to address any questions regarding rankings and/or recognitions, including the criteria used for any reflected ranking.

 

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CONTACT:

Catherine Povalitis

Chartwell Agency

cpovalitis@chartwell-agency.com

779-537-1282

Savant Ranked One of the Best Financial Advisors in Chicago

ROCKFORD, Ill. (Aug. 10, 2020) – Savant Wealth Management (formerly Savant Capital Management), a nationally recognized, fee-only wealth management firm headquartered in Rockford with eight Chicagoland locations, announced today it has been named one of the “Top 12 Financial Advisors and Wealth Management Firms” in Chicago for 2020 by AdvisoryHQ.

 

The selection process was conducted independently by AdvisoryHQ and was based on a wide range of filters including fiduciary duty, independence, transparency, level of customized service, history of innovation, fee structure, quality of services provided, team excellence, and wealth of experience. Firms did not pay a fee to be recognized by AdvisoryHQ.

 

Savant was praised for its comprehensive estate planning and wealth transfer process, its personalized, team-oriented approach, the specialized programs it offers – such as Cents of Self (a women’s wealth initiative), the individualized attention it gives to clients, and its low costs and transparent fee-only structure. It was also recognized for its wide range of holistic financial services and strong commitment to trust.

 

“We are honored to be recognized by AdvisoryHQ as one of Chicago’s best financial advisors and to be positioned among such an elite group of wealth management firms,” said Brent Brodeski, CEO of Savant. “Recognitions such as this are the result of our commitment and fiduciary responsibility to best serve our clients – especially amid one of the most challenging and turbulent times.”

 

AdvisoryHQ was launched in 2015 and has since become one of the fastest-growing review and ranking media for the financial advisory, investment, mortgage, banking, wealth management, and accounting sectors. To view the complete list of 2020 rankings, click here.

 

About Savant Wealth Management

Savant Wealth Management, formerly known as Savant Capital Management, is a leading independent, fee-only firm serving clients for 30 years with more than $8.6 billion in assets under management. Savant Wealth Management offers investment management, financial planning, retirement plan, and family office services to financially established individuals and institutions. Savant also offers corporate accounting, tax preparation, payroll and consulting through its affiliate, Savant Tax & Consulting.

Savant is headquartered in Rockford, with locations in Bloomington, Chicago, Downers Grove, Freeport, Hoffman Estates, Lincolnshire, Naperville, Peoria, St. Charles, Sterling, and Wilmette, IL; Phoenix, AZ; Santa Fe, NM; Madison and Park Falls, WI; and McLean, VA. Please see Important Disclosures at savantwealth.com.

Neither rankings and/or recognitions by unaffiliated rating services, publications, media, or other organizations, nor the achievement of any professional designation, certification, degree, or license, or any amount of prior experience or success, should be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results if Savant Wealth Management is engaged, or continues to be engaged, to provide investment advisory services. Rankings published by magazines, and others, generally base their selections exclusively on information prepared and/or submitted by the recognized adviser. Rankings are generally limited to participating advisers. Unless expressly indicated to the contrary, Savant Wealth Management did not pay a fee to be included on any such ranking. No ranking or recognition should be construed as a current or past endorsement of Savant Wealth Management by any of its clients.  ANY QUESTIONS: Savant Wealth Management’s Chief Compliance Officer remains available to address any questions regarding rankings and/or recognitions, including the criteria used for any reflected ranking.

 

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CONTACT:

Catherine Povalitis

Chartwell Agency

cpovalitis@chartwell-agency.com

779-537-1282