Don’t Sell Yourself Short; Be Proactive About Financial Planning


Whether they’re “in the money” or “in the red,” everyone can benefit from financial planning. An upcoming event taking place just before Thanksgiving (unbelievably, it’s right around the corner) couldn’t come at a better time. That’s when many people start thinking about holiday shopping (unless you’re like me and have joyfully purchased several gifts by then. I know, I know. Insert collective eye roll). At the same time, they’re thinking of something decidedly less merry: the impact spending will have on their wallets.

On November 13, Indianapolis Financial Planning Day will feature educational workshops covering topics such as debt management, tax planning, paying for college and retirement planning. In addition, there will be one-on-one meetings with financial professionals.

Did I mention you can attend for free?

The program will be held at the University of Indianapolis from 10:00 a.m. to 3:00 p.m. View registration information.     

The event is just one financial planning initiative taking place throughout the state. The Bank on Indiana program, for instance, recently featured in a BizVoice® Web exclusive, helps individuals build relationships with financial institutions by connecting them with affordable financial products and education. Among participating communities are Evansville, Bloomington, Columbus, Greenfield and Indianapolis.

Learn more at www.BankOnIndiana.com.

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