A MESSAGE FROM THE DIRECTOR

Transcription

1 Wintrust s Travel & Activity Club FALL 2016 PLATINUM ADVENTURES NEWSLETTER DAY TRIPS EXTENDED TRIPS SEMINARS AND MORE! A MESSAGE FROM THE DIRECTOR The weather s shifting, the leaves are changing, but one thing remains the same: we ve got some great adventures on the agenda! This fall, we ve planned some exciting things and we can t wait to share these great day trips, interesting classes and extended trips with all of you. We know the last part of the year will provide so many wonderful memories with old friends and new. We want to remind you about one recent change to the club. Each event will have member and non-member pricing. If you are a member of the Platinum Adventures Club, you ll qualify for the member rate. If you are not a current member, it s easy to join: you just need to be 50+ and have a current customer relationship. If you haven t signed up for the club, you ll have to pay non-member pricing to participate in the events, so stop into the bank and fill out and sign a membership card today! And, pass this information on to your friends. The more the merrier! It s hard to believe fall is here and the holiday season will soon be upon us. We have a variety of Christmas activities coming up in November and December along with some educational seminars. I hope that you will be able to take time to join us for the festivities. Happy fall, FOR MORE INFORMATION ABOUT ANY OF THE EVENTS YOU SEE IN THIS NEWSLETTER, OR TO RSVP, CONTACT ME: JUDY BRATZ jbratz@townbank.us

2 Wintrust s Travel & Activity Club FOR DETAILED ITINERARIES ON ANY OF THESE UPCOMING DAY TRIPS, CONTACT YOUR PLATINUM ADVENTURES DIRECTOR. DAY TRIPS You ll have the unique opportunity to explore the wonders we have nearby. We carefully plan each of our day trips, events and seminars to ensure they are packed with as much adventure and education as possible. Plus, each event offers a great chance to share with friends just what the Platinum Adventures Club is all about. Pay close attention to the means of transportation for these trips. Often times, we will gather and transport the group by bus, but there are some events that require you to commute on your own. As always, if you should have any questions about any of these day trips, or would like to RSVP, contact your bank s Platinum Adventures director at the phone number or listed in this newsletter. THURSDAY, NOVEMBER 3 Art and Architecture Milwaukee Art Museum MILWAUKEE, WI Join us as we visit the recently renovated, fabulous Milwaukee Art Museum. Set on Lake Michigan, you ll be in awe of this lovely structure. You ll marvel at this architectural masterpiece by Santiago Calatrava and be amazed at the fabulous artwork inside. Our day includes small docent-led tours of the museum. The tour features highlights of the permanent art collection and an architectural tour of the museum. Lunch is included along with free time to explore the museum further. COST: MEMBERS $70 & NON-MEMBERS $80 CALL FOR DEPARTURE INFORMATION. 2

3 RESERVATIONS ARE REQUIRED FOR ALL EVENTS. PLEASE CONTACT ME TODAY TO RESERVE YOUR SPOT: JUDY BRATZ WEDNESDAY, NOVEMBER 16 The Risks of DIY Investing 400 MILWAUKEE AVE. BURLINGTON, WI Come join us as our Financial Advisor Anthony Mescher talks about the risks of DIY investing. Space is limited so make your reservations today. TIME: 1 TO 2 PM & 7 TO 8 PM COST: MEMBERS & NON-MEMBERS FREE RESERVATIONS ARE REQUIRED. WEDNESDAY, NOVEMBER 9 Essential Estate Planning Strategies Selecting a Trustee Wintrust Financial Center 9700 W. HIGGINS RD. ROSEMONT, IL Join us for presentation you can t afford to miss. Learn what important documents are necessary for a complete estate plan and why a trust isn t just for the wealthy. Learn ways to avoid probate and why having a will isn t enough and will cause a delay in the administration of your estate. A discussion will follow about avoiding personal property disputes, how trusts can help reduce estate taxes and why selecting the right trustee is one of the most important decisions to make. Lunch is included. TIME: 11:30 AM COST: MEMBERS & NON-MEMBERS FREE BRING HOME A REVERSE MORTGAGE! Reverse mortgages are a great tool to minimize taxes, avoid selling assets at the wrong time, and can improve overall retirement portfolio performance. Please contact a loan officer today to discuss whether a reverse mortgage is right for you! FHA reverse mortgage loans require an upfront and annual life of the loan mortgage insurance premium. Borrowers who are currently delinquent or have been 30 days overdue more than once during the past 12 months will not qualify. Wintrust Mortgage is not currently participating in the HomePath Renovation Program. Program rates, terms, and conditions are subject to change at any time. All approvals are subject to underwriting guidelines. Wintrust Mortgage is a division of Barrington Bank & Trust Company, N.A., a Wintrust Community Bank NMLS# This ad is not from HUD or FHA and was not approved by HUD, FHA or a government agency. 3

4 Wintrust s Travel & Activity Club THURSDAY, DECEMBER 1 Maggie Mae Country Christmas Show ENERGETIC Schauer Center 147 N. RURAL ST. HARTFORD, WI Join us for a fun afternoon that is sure to get you into the holiday spirit. We will enjoy lunch at the Mine Shaft followed by an afternoon filled with wonderful Christmas music and holiday cheer brought to us by Maggie Mae and her fantastic band. Reservations are due by November 15. TIME: 9:30 AM COST: MEMBERS & NON-MEMBERS $75 WEDNESDAY, NOVEMBER 16 Christmas at the Fireside ENERGETIC Fireside Theatre 1131 JANESVILLE AVE. FORT ATKINSON, WI Join us as we present another all new edition of A Fireside Christmas, bringing you a show what will rekindle the true Christmas spirit in all of us. Through songs, stories and dances we commit ourselves to capturing the very heart and essence of the holiday season. Reservations are due by November 1. TIME: 10:30 AM COST: MEMBERS & NON-MEMBERS $98 WEDNESDAY, DECEMBER 7 Christmas Around Milwaukee Bakery Bus Tour MILWAUKEE, WI Our Christmas bakery bus tour will take us to five individual bakeries! In route to each location, we will learn the history of Polish, German, Italian, Irish and Russian Christmas holiday traditions! At each stop, guests will receive one bakery item along with time to shop. We will enjoy a sit down lunch. TIME: 9 AM TO 4 PM COST: MEMBERS & NON-MEMBERS $95 RESERVATIONS ARE REQUIRED. 4

5 RESERVATIONS ARE REQUIRED FOR ALL EVENTS. PLEASE CONTACT ME TODAY TO RESERVE YOUR SPOT: JUDY BRATZ WEDNESDAY, JANUARY Platinum Adventures Health Fair Wintrust Financial Center 9700 W. HIGGINS RD. ROSEMONT, IL Do you make a New Year s resolution each year saying you will take better control of your health in the coming year? If so, join us at the Platinum Adventures Health Fair. There will be a series of discussions on health issues that are of concern to us. Health care representatives will discuss Alzheimer s, diabetes, heart health, cancer, nutrition and more. Participants will visit the health care expo and pick up information on various important health topics. Lunch will be provided. TIME: 11:30 AM COST: MEMBERS & NON-MEMBERS FREE LOOKING FOR A LOCATION NEAR YOU? WE VE GOT IT! WHEREVER YOU ARE, WE RE THERE TOO! Do you know one of the best parts of being a member of a family of true community banks? Our customers can bank at any of them! We believe there is power in numbers. For us, the number is over 150. We have more than 150 Wintrust Community Banks spread across southern Wisconsin, the Chicagoland area and northwest Indiana. All of them are concentrated on providing the communities they serve with the best financial solutions paired with exceptional customer service. And, any of them can help you make deposits, withdrawals or loan payments. You may also purchase a money order, and traveler s checks. Find the nearest branch or ATM at 5

6 Wintrust s Travel & Activity Club THURSDAY, JANUARY Cher and Neal Diamond Tribute ENERGETIC Palace Theatre WISCONSIN DELLS, WI You won t want to miss this magical tribute to two of the most talented entertainers of all time. The first part of the show you will be enchanted by your favorite songs from Cher followed by a tribute to one of the most prolific singers, song writers and best-selling artists, Neil Diamond. Reservations are due by December 31, TIME: TBD COST: MEMBERS & NON-MEMBERS $95 WEDNESDAY, FEBRUARY Mamma Mia ENERGETIC Fireside Theatre 1131 JANESVILLE AVE. FORT ATKINSON, WI Mamma Mia is the ultimate feel-good show! A mother, a daughter, a Greek island paradise, a trip down the aisle you will never forget, and the story telling magic of ABBA s timeless songs propel this enchanting tale of love, laughter, and friendship creating an unforgettable show. Reservations are due by January 15, TIME: 10:30 AM COST: MEMBERS & NON-MEMBERS $98 Coin Appraisal Events 2017 At various location in March Do you have valuable coins you d like to have appraised? Stop by one of our Town Bank locations listed below for a FREE appraisal. THURSDAY, MARCH 2 Town Bank Delavan WEDNESDAY, MARCH 8 Town Bank Wind Lake THURSDAY, MARCH 9 Town Bank Clinton WEDNESDAY, MARCH 15 Town Bank Elm Grove THURSDAY, MARCH 16 Town Bank Albany TUESDAY, MARCH 21 Town Bank Burlington THURSDAY, MARCH 23 Town Bank Monroe TIME: 10 AM TO 3 PM COST: MEMBERS & NON-MEMBERS FREE 6

7 RESERVATIONS ARE REQUIRED FOR ALL EVENTS. PLEASE CONTACT ME TODAY TO RESERVE YOUR SPOT: JUDY BRATZ BRING IT HOME TO A FIRM THAT SEES YOU AS MORE THAN A NUMBER. If your bank is making you feel like your account is too small to be important, maybe it s time for a new wealth management relationship. WEDNESDAY, MARCH Beauty and the Beast Fireside Theatre 1131 JANESVILLE AVE. FORT ATKINSON, WI This is sparkling, hilarious, touching, dazzling and endearing musical! Disney s Beauty and the Beast has thrilled millions of people of all ages, with a new breath taking production filled with stunning scenery, ravishing costumes, fabulous dancing, side-splitting humor and delightful songs, this is a show you won t want to miss. Reservations are due by March 1, TIME: 10:30 AM COST: MEMBERS & NON-MEMBERS $98 We want to be there for you during all the important decisions in your life. From saving up to buy your first home to planning for retirement, we will be with you every step of the way. Bring it home to a firm that puts you first instead of turning you away. Contact one of our Financial Advisors for more details. Securities, insurance products, financial planning, and investment management services are offered through Wayne Hummer Investments, LLC (Member FINRA/SIPC), founded in Trust and investment management services offered by The Chicago Trust Company, N.A. and Great Lakes Advisors, LLC, respectively. Investment products such as stocks, bonds, and mutual funds are not insured by the FDIC or any federal government agency, not bank guaranteed or a bank deposit, and may lose value. 7

8 Wintrust s Travel & Activity Club WEDNESDAY, APRIL Jesus Christ Superstar Paramount Theatre AURORA, IL Jesus Christ Superstar began as a rock opera concept album that transformed into a global stage phenomenon that garnered seven Tony Awards nominations plus a number of other awards. This is the story of Jesus Christs last seven days and the close friend who tried to save him and then, ultimately, betrayed him. It s a story of love, fear, kindness and greed. The performance is emotionally charged and full of energizing music! We will enjoy lunch before the performance. COST: MEMBERS $115 & NON-MEMBERS $125 CALL FOR DEPARTURE INFORMATION. THURSDAY, MAY My Fair Lady ENERGETIC Lyric Opera CHICAGO, IL After this performance, you ll be saying... I could have danced, danced, danced all night! My Fair Lady is a classic Broadway hit packed with love, laughter and great songs in a lavish production. The story of Eliza Doolittle, a young flower seller with a Cockney accent, and Professor Henry Higgins, the phonetics professor who teaches her to speak like a lady, will capture your heart with one enchanting tune after the next: Get Me to the Church on Time, Wouldn t it be Lovely and more! We ll enjoy lunch before the performance. COST: MEMBERS $172 & NON-MEMBERS $182 CALL FOR DEPARTURE INFORMATION. WEDNESDAY, MAY South Pacific ENERGETIC Fireside Theatre 1131 JANESVILLE AVE. FORT ATKINSON, WI South Pacific is a story of love, heroism, courage, and American optimism, set during World War II, this epic tale is told with humor, passion, beauty, action, and is one of Broadway s most impressive musicals. The Fireside is proud to present this timeless classic in an all new sumptuous production. Reservations are due by April 1, TIME: 10:30 AM COST: MEMBERS & NON-MEMBERS $98 8

9 RESERVATIONS ARE REQUIRED FOR ALL EVENTS. PLEASE CONTACT ME TODAY TO RESERVE YOUR SPOT: JUDY BRATZ FOR DETAILED ITINERARIES ON ANY OF THESE UPCOMING EXTENDED TRIPS, CONTACT YOUR PLATINUM ADVENTURES DIRECTOR. EXTENDED TRIPS Have you always wanted to explore the world but don t know where to begin to plan your travels? We have the solution for you. Let us handle all of the planning. Our extended trips offer you the chance of a lifetime to see the world like you ve never seen it before. Extended trips range in length from a few days to a few weeks. Most transportation, lodging, meals and entertainment will be provided and have been thoughtfully planned out by our Platinum Adventures directors alongside experienced and highly-qualified travel professionals. All extended trips that are two nights or longer include at home pickup and return. Sit back, relax, and join us for this rare opportunity to see the sights you never thought you d see. If you have any questions, need more information or would like to RSVP for any of our extended trips, please contact your Platinum Adventures Club director. FEBRUARY Southern California Featuring Reagan and Nixon Libraries Join us as we escape winter and travel to sunny southern California! This get a way features two presidential libraries: Ronald Reagan and Richard Nixon. You ll stay at the historic Queen Mary Hotel in Long Beach. You ll get a taste of Hollywood with a stars tour and visit to Universal Studios. All aboard the Catalina Island Ferry with a stop at Catalina Island. Then board the Dana Point Ferry towards San Diego. You ll visit Coronado Island, La Jolla, and choose Sea World, the zoo or a cooking demo and much more. COST: MEMBERS DOUBLE $3,625 PP SINGLE $4,375 PP NON-MEMBERS DOUBLE $3,825 PP SINGLE $4,575 PP MARCH Branson Blast BRANSON, MO Have a blast in Branson on this fun-filled adventure. Our trip includes five live shows including Moses! at the Sight and Sound Theatre, Dublin s Irish Tenors, Clay Cooper s Country Express Show and the Branson Bell Cruise Dinner Show. We ll visit Fantastic Caverns the largest and original Bass Pro Shop and the amazing Titanic Museum. You ll have time to shop at Branson Landing and explore this fun part of the Midwest. If you ve never been to Branson, now s the time. Or, if you have, come back and see what s new! COST: MEMBERS DOUBLE $1,259 PP SINGLE $1,419 PP NON-MEMBERS DOUBLE $1,359 PP SINGLE $1,519 PP 9

10 Wintrust s Travel & Activity Club APRIL 23 - MAY Rhine and Mosel River Cruise Experience the re-awakening of spring in the Netherlands as well as on the Rhine and Mosel Rivers. We ll visit Keukenhof Gardens at the peak of tulip season and see the countryside bloom as we sail these two historic rivers of Europe. We ll visit Strasbourg, the Capital of the Alsace Region, Rudesheim and Boppard. Next, we ll go to Cochem, Cologne and Amsterdam. A two-night hotel stay in Lucerne, Switzerland is also included to further enhance your memorable experience. COST: STARTS AT $4,099 BASED ON CABIN PREFERENCE; CALL FOR PRICE. MEMBER AND NON MEMBER PRICING WILL APPLY. MAY Montreal and Quebec Montreal and Quebec are a beautiful combination of eastern Canada that are not to be missed. Montreal combines the architecture and culture of modern Canada with a more traditional old world flavor. While there, enjoy a city tour, the Place Jacques-Cartier, the Old Port, the French Quarter, Notre Dame Cathedral and more. While in the French-speaking Quebec City, along the banks of the St. Lawrence River, you ll see the Old Walled City, Place Royale, Parliament Buildings and much, much more! JUNE Elegant Ireland Enjoy days of yore and old-world elegance as you explore the Emerald Isle. You ll stay in some of Ireland s most luxurious estates, interact with its charming locals and take in the inspiring beauty that has made Ireland a timeless destination. You ll visit Dublin, the country s medieval capital of Kilkenny, the House of Waterford Crystal and the Blarney Castle. You can even kiss the Blarney Stone! Enjoy the beautiful, coastal Ring of Kerry trail, the Cliffs of Moher, Dromoland Castle, and much more! COST: MEMBERS DOUBLE $4,825 PP SINGLE $5,875 PP NON-MEMBERS DOUBLE $5,025 PP SINGLE $6,075 PP Price guaranteed for bookings through December 16, COST: MEMBERS DOUBLE $2,325 PP SINGLE $2,850 PP NON-MEMBERS DOUBLE $2,525 PP SINGLE $3,050 PP 10

11 RESERVATIONS ARE REQUIRED FOR ALL EVENTS. PLEASE CONTACT ME TODAY TO RESERVE YOUR SPOT: JUDY BRATZ AUGUST Canadian Rockies By Train Join us for a remarkable journey through the stunning landscapes, charming towns and beautiful lakes of the Canadian Rockies. Your adventure begins in Vancouver with a city tour, then all aboard the VIA Rail to begin your journey to the majestic Canadian Rockies. You ll visit Jasper, Alberta, travel along the unforgettable Icefields Parkway, see beautiful Lake Louise, Calgary and more. While visiting Banff, see lovely Bow Falls and the fascinating Hoodoos. You won t want to miss this one! COST: MEMBERS DOUBLE $5,675 PP SINGLE $6,675 PP NON-MEMBERS DOUBLE $5,875 PP SINGLE $6,875 PP Price guaranteed for bookings through February 6, OCTOBER Colors Of New England Welcome to New England in the fall! Enjoy a guided tour of Boston featuring its famed Faneuil Hall Marketplace. Spend two nights in the quaint New England town of Stowe. Embark on a cruise on stunning Lake Winnipesaukee. Drive the Kancamagaus Highway, a scenic byway in the White Mountains. Take in the spectacular views on a relaxing cruise through Boothbay Harbor. Our New England trip takes you through the best of Massachusetts, Vermont, New Hampshire and Maine. COST: MEMBERS DOUBLE $3,879 PP SINGLE $5,179 PP NON-MEMBERS DOUBLE $4,079 PP SINGLE $5,379 PP Price guaranteed for bookings through April 10, MORE TRIPS COMING SOON! Additional trips for 2017 will be announced in our next issue of the Platinum Adventures Newsletter... stay tuned! 11

12 850 W. North Shore Dr. Hartland, WI PROUD TO BE A WINTRUST COMMUNITY BANK. We are nearly 3,500 community and commercial bankers, home loan officers, financial advisors and specialty lenders focused solely on our customers and the communities where they live. We all have the same mission: To provide best-in-class financial services to all of our customers, be the local alternative to the big banks, and to improve the communities which we call home. Membership is for those 50 years of age or better with a customer relationship. See a personal banker for more details. GENERAL INFORMATION ADDRESS FOR TOWN BANK DEPARTURE SITE(S): The bus cannot wait for late participants. Please arrive at your departure site 15 minutes prior to departure time. Town Bank Burlington 400 Milwaukee Ave. Burlington, WI RESERVATION POLICY FOR DAY & EXTENDED TRIPS: Reservations may be made by phone to Judy Bratz at or by at jbratz@townbank.us. For your reservation to be confirmed, payment must be in my office within seven days after reservations are made: Judy Bratz, Town Bank, 850 W. North Shore Dr., Hartland, WI Please make checks payable to Platinum Adventures (sorry no credit cards on day trips). Please remember to make your menu selections when you reserve your tour. Member pricing is for current Platinum Adventures Club members only. RESPONSIBILITY OF TOWN BANK: Town Bank is acting in the capacity of extending this invitation to travel to the Platinum Adventures members and their guests. I further understand that the Bank reserves the right to refuse acceptance to anyone it judges incapable of meeting the rigors and requirements of participating in any activity or trip at any time.