Join us at our upcoming conferences, workshops, and training events.
October 30, 2020
The Retirement Exchange
Virtual Zoom Conference
Our annual retirement conference is hosted on Halloween, where our goal is
not to frighten you with more fiduciary litigation and compliance news, but
provide you with training and trends that help make your job as a fiduciary a
bit sweeter. Click here to see our detailed agenda!
The 4.01k Race is focused on improving both the health and wealth of our community. All proceeds from this 2.5-mile run/walk will support financial education for kids K-12 through Junior Achievement of Central Indiana's financial literacy programs. In our first 2 years, we had over 450 racers and raised over $70,000 for financial wellness. We hope to make 2021 an even bigger success! Contact Ashley for information on sponsorships and team registration options.