Discover. Develop. Dream. 


Join us at our upcoming conferences, workshops, and training events.

January 29, 2020

Webinar: Engagement Unplugged

Hosted by The Indiana Chamber of Commerce

Finding yourself too busy to look past what is on fire today? Have you forgotten about your dreams in life? If you have, it's highly likely that your employees have as well. Take a step back from all of the engagement tools and solutions in the marketplace that are causing your brain to explode and let’s take it old school: talking with your leadership and employees about their dreams, and see the impact it can have on both them and your organization.

February 20, 2020

Running Your HSA Like a (Financial) Boss

Indy SHRM Central Luncheon

  • Learn about the convergence of health and wealth that makes for a powerful tool to help employees achieve retirement preparedness

  • The future of health savings accounts in employer sponsored plans and the solutions new to the market you can implement at your workplace

  • Debunk HSA myths and how to use these as a retirement savings vehicle

May 6, 2020

Running Your HSA Like a (Financial) Boss

Indiana Chamber Annual HR Conference

When it comes to planning for retirement, your employees likely don’t understand the full power of their HSA. This session will discuss a strategy for helping employees utilize their benefits to their full potential, new joint healthcare and retirement solutions in the marketplace, and the impact these programs have on you as an employer.

June 7, 2020

The 2nd Annual 4.01k Race for Financial Fitness

Carmel, IN

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 year, we had over 350 racers and raised over $50,000 for financial wellness. We hope to make 2020 an even bigger success! Contact Ashley for information on sponsorships and team registration options. 

ProCourse Fiduciary Advisors

1180 Medical Court, Suite A

Carmel, Indiana 46032


Privacy Policy

Client Portal Login

  • ProCourse Instagram
  • Facebook
  • Twitter

ProCourse is a CEFEX Certified firm, since 2013

All rights reserved.© ProCourse Fiduciary Advisors