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.
Event: Data Security Tips for Protecting Your Identity Online – 4/22
Learn More: Protecting Your Identity Online - Simple Tips That Matter Join us for this complimentary event on Wednesday, April 22nd where Amy White, Technology Manager, will cover practical, everyday steps you can take to reduce your risk — from creating safer...
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...
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
How to Pay Your Taxes for an Extension
Below you will find instructions on how to make your Federal and Indiana State Extension payments online. These instructions do not require an account to be set up. Please note that Extension payments are the taxes you pay when you have extended the time to file your...
What are tax estimates?
The basics of tax estimates: What, Who, and Why Everyone must pay the federal government taxes as they earn or receive income during the year. In other words, our income tax system is a pay-as-you-go system. If you wait until April 15th of the following year to pay...
How to Make Your Tax Payments – Balance Due and Estimated Payments
Below you will find instructions on how to make your Federal and Indiana state Balance Due payments online as well as how to make your Federal and Indiana Estimated Tax payments online. These instructions do not require an account to be set up. Please note that...