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2nd Session - Financial Planning Strategies - Elements Lunch and Learn
Start Date: 11/15/2016Start Time: 1:30 PM
End Date: 11/15/2016End Time: 2:30 PM
Entry Description

NOTICE:

Due to popular demand, this second session has been added at 1:30 p.m.

Date Change: Tuesday, November 15

Room Change–We will be in Conference Room 18 in IGC-S

Are you on track to achieve your financial goals? Do you need help establishing a financial plan? Your financial wellness partners at Elements Financial can help. Join us as we discuss:

  • Cash flow management
  • Savings plans and funding strategies
  • Investment allocations
  • Insurance and estate plan options
  • Retirement Planning

Americans are not preparing for retirement. Little more than half (59%) of today’s workers are saving for that phase of life. Fewer than half (42%) have even tried to figure out how much they’ll need for it. In this seminar, Elements Financial helps you take a close look at why a retirement saving plan is necessary and how plans are changing.

Whether you are just starting your career or you are nearing your retirement, it is important to plan ahead with Elements Wealth Management advisors guiding you along the way.

You are welcome to bring your lunch to enjoy during the session. Space is limited, so be sure to reserve your spot by registering through our SPD calendar. Click the “register” link above the grey bar and complete at least the top three fields.
Contact Information:
Name: Joshua Marsh
Phone: 3172345577
Email: jomarsh@spd.in.gov
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Entry Type:
Event
Entry Category:
  • Seminars/Workshops
  • IN.gov Category:
  • Education
  • Taxes & Finance
  • Agency Name
    Personnel Department, Indiana State

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