Please check back soon for all 2019 events. 

Date Seminar/Workshop
TBD Statement Reading Seminar
If you would like to attend any of the seminar(s) listed below, please email us the title(s) and/or another topic of interest that is not listed. 
Available seminar topics include, but are not limited to:
College Funding Strategies
Our Approach to Retirement Planning
Designing an All-Weather Portfolio for Your Retirement Funds
Our Approach to Stock Selection
Developing a Due Diligence Process
Our Valuation Process
Developing an Investment Philosophy for Prudent Investors
Passport to Retirement
Estate Planning 101
Practices That Define a Prudent Investment Process
Evaluating Retirement Accumulation Needs
Preparing to Invest Wisely
Financial Checkup
Reacting to a Changing Stock Market
Financial Decisions When Changing Jobs
Reducing Estate Taxes
Financial Planning for Corporate Executives
Retire Early
Getting Ahead of the Curve:  Strategies to Better Manage Your 401k
Retirement Income Strategies
How to Allocate Assets (Real World)
Six Critical Steps for Managing Your Wealth
How Professional Collaboration Can Take Your Practice to the Next Level
Stock Market Update
How We Work
Taking Money Out of Retirement Plans
Investment Management Presentation
Understanding Your 401(k) Retirement Plan
Investing During a Global Economic Restructuring
Understanding Your 403(b) Retirement Plan
Long-Term Care
Wealth Building through Investment & Tax Planning Strategies
Money Management Strategies for Success
Wealth Management Workshop
Our Approach to Fixed Income Selection
Women and Investing
Year-End Tax Strategies


Statement Reading Seminar

Major Topics:

  • Understanding Your Statement
  • Recent Statement Enhancements
  • Future Initiatives
  • Statement Delivery Options 
This seminar is for current clients only.
Lafayette, Indiana
Date: TBD
10:00 a.m. to 11:30 a.m. (refreshments provided)  

 There is no cost or obligation to attend.  Due to limited seating, reservations are required.

RSVP as soon as possible to reserve your seat for this Statement Reading Seminar:

Contact Susan Hamelman, Office Manager
  Toll Free: (800) 808-1302
  Send Email