Broker Check

Events

Upcoming Events

September 30, 2021

6:30p - 7:30p

Fishers Library

October 5, 2021

2:00p - 3:00p

Webinar

Register

Long-Term Care Webinar

Join us for a long-term care webinar on October 5, 2021 at 2 p.m. Register in advance for this meeting: https://us06web.zoom.us/webinar/register/WN_v89R3edTSzq9AlNzYJU0qA

October 20, 2021

2:00p - 3:00p

Zoom Webinar

Register

October 28, 2021

6:30p - 7:30p

Our Lady of Mount Carmel Church - St. Julie Room

Register

Long-Term Care Educational Workshop

Discover the truth about long-term care Too often, people get confused by these myths and stop short of preparing for a secure future.

Past Events

September 22, 2021

6:30p - 7:30p

Our Lady of Mount Carmel Church - St. Julie Room

September 8, 2021

2:00p - 3:00p

Zoom Webinar

August 24, 2021

7:00p - 8:00p

Our Lady of Mount Carmel Church - St. John Bosco Room

August 19, 2021

7:00p - 8:00p

Fishers Library

July 29, 2021

7:00p - 8:00p

Our Lady of Mount Carmel Church - St. John Bosco Room

July 20, 2021

2:00p - 3:00p

Semler Financial Group/ Lakeside Green Business Complex

July 20, 2021

2:00p - 3:00p

Zoom Webinar

June 30, 2021

7:00p - 8:00p

OLMC St. John Bosco Room

1st Time Home Buying Workshop

This workshop covers all of the elements of the home buying process from financial preparation and credit review to mortgage financing and closing.

June 17, 2021

6:00p - 7:30p

645 West Carmel Drive

CPE In-person Workshop

Presented by Steven D. Shackelford Regional VP, Retirement Plan Sales @ Trinity Pension Consultants

June 9, 2021

2:00p - 3:00p

VIRTUAL EVENT

Social Security Webinar - June 9

Join us for a Social Security Webinar on June 9 to find out how to optimize your benefit and reduce your tax liability.

May 27, 2021

4:30p - 5:00p

Online webinar

Live Market Perspective Webinar

Please join us on Thursday, May 27, 2021 from 4:30 - 5:00 p.m. EST for our monthly Live Market Perspective Webinar. After registering, you will receive a confirmation email containing information about joining the meeting.

May 19, 2021

2:00p - 3:00p

Zoom Webinar

Learn to waive your audit cost on group 401(k) plan Webinar

Join our webinar to learn how unrelated employers can participate in a group 401(k) plan arrangement by using a pooled employer plan.

May 6, 2021

6:00p - 7:00p

Online webinar

Is College Worth It webinar

May 6, 2021 6-6:45 pm EST Register here. https://zoom.us/webinar/register/WN_tO9GHEOHSFSMAll6zOh32w

May 4, 2021

4:30p - 5:30p

Virtual event

April 29, 2021

4:30p - 5:00p

Online webinar

Live Market Perspective webinar on Are You Still on Track to Reach Your Goal After a Crazy Year in the Stock Market?

Please join us on Thursday, April 29, 2021 from 4:30 - 5:00 p.m. EST for our monthly Live Market Perspective Webinar. After registering, you will receive a confirmation email containing information about joining the meeting.

April 17, 2021

9:00a - 11:00a

Semler Financial Group office

Shred It! Free document shredding

It is a great time to shred those unwanted documents (up to 6 boxes)! We would love to see you Saturday, April 17th. Ray's Document will be on site 9 a.m. - 11:30 a.m. The Merciful Help Center will also be collecting non-perishable food items. Grab a cup of coffee and a donut on your way out!

April 7, 2021

2:00p - 2:45p

VIRTUAL EVENT

Social Security Webinar - April 7th

Join us for a Social Security Webinar on April 7 to find out how to optimize your benefit and reduce your tax liability.

Event Registration


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