Educational Events
EVENT DETAILS
Join us at one of these upcoming events
Our goal is to provide educational opportunities and resources to our clients and surrounding community members in order to help you along your financial journey. Check back frequently as we’re always adding new events!
Event Calendar
View all of our events we have planned for the year on our event calendar. Click here for details.
Join us for the ZGravy Chase benefiting the Boys and Girls Club!
We are excited to sponsor the third annual Z Gravy Chase in Zionsville, Indiana racing throughout the historic town and along the bricks on Main Street! Start a new tradition on Thanksgiving morning racing with all your friends and family right in downtown Zionsville....
Have questions about Medicare? Join us for this event!
*This blog was updated 9/25: This event is full. Please check back for new events soon! Join us for Ruth Hoffman's "Medicare 101" presentation. Join us for a presentation titled "Medicare 101" by independent insurance agent Ruth Hoffman. This informational event is...
Help Send Storen Over the Edge
Storen will be raising $3000 to send Lynn Prust, Doug Johnson, and one of our clients, Greg Lanham over the edge on September 27th in the heart of downtown Indianapolis! These three will be rappelling 17 stories down the Barnes & Thornburg Building. All of the...
Instead of taking a one-size-fits-all approach, we start by getting to know you. Then we connect you with the right people and services to help you move forward with confidence. Click below to learn more.
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Read the latest news and resources on our blog
Event: Family Binder Workshop – March 18
Are you prepared for an emergency or death? Having an organized plan when an emergency strikes can ease the burden for grieving family members and enable them to handle your affairs the way you intended. A family binder can be used to keep track of information,...
Learn More by Attending our 2026 Events
Do you have the tools you need for financial success this year? Our goal is to provide a variety of educational events for our clients and surrounding community members in order to help you along your financial journey. When you prioritize financial education, you...
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