Financial Planning Seminar with Legacy Foundation and First Merchants Bank

Financial Planning Seminar with Legacy Foundation and First Merchants Bank

More About Financial Planning Seminar with Legacy Foundation and First Merchants Bank


Importance of Financial Planning

Legacy Foundation is here to help you build a lasting legacy with expert planning and advice. With proper financial planning we can organize what is important to us and how we can best utilize our finances to meet our goals.

This seminar will focus on the ideas of retirement projections, estate and legacy planning, and investment allocation. The seminar will be led by James Dunne. Jim is a certified financial planner and vice president, wealth advisor at First Merchants Bank.

Tags: Local Events

Posted By: Legacy Foundation Inc.




Event Details

Date: June 19, 2018
Time: 8:30am - 9:30am

Location:
Legacy Foundation
370 E. 84th Drive, Suite 100
Merrillville, Indiana 46410

website

Contact:
Legacy Foundation
219.736.1880
legacy@legacyfdn.org


  • Visit Website
    Beautiful Banquet Facilities
    Delicious Daily Business Lunch
    Live Entertainment
    219-838-8000

  • Visit Website
    Become a Gold, Silver or Bronze Sponsor and/or
    Participate in the Parade!
    Click HERE for Details
    (219) 696-1570

  • Visit Website
    October 28th from 5-8pm
    Food & Drink Concessions, Live Entertainment, FREE Admission, Spooky Characters & Kids Activities
    (219) 322-3011

  • Visit Website
    We Clean Windows, Gutters, Screens, Ceiling Fans,
    Skylights & More!
    Click HERE for a Quote or
    Call (219) 364-1118
    For more about ITEX, click HERE.




Share This Event
  • Visit Website
    Beautiful Banquet Facilities
    Delicious Daily Business Lunch
    Live Entertainment
    219-838-8000

  • Visit Website
    Become a Gold, Silver or Bronze Sponsor and/or
    Participate in the Parade!
    Click HERE for Details
    (219) 696-1570

  • Visit Website
    October 28th from 5-8pm
    Food & Drink Concessions, Live Entertainment, FREE Admission, Spooky Characters & Kids Activities
    (219) 322-3011

  • Visit Website
    We Clean Windows, Gutters, Screens, Ceiling Fans,
    Skylights & More!
    Click HERE for a Quote or
    Call (219) 364-1118
    For more about ITEX, click HERE.




More About this Event Poster: Legacy Foundation Inc.

Legacy Foundation is a community foundation and the leading philanthropic partner in Lake County, Ind. Through the generosity of a wide base of donors, Legacy Foundation has awarded over $40 million in grants and scholarships to nonprofit organizations and individuals since its founding in 1992. The foundation manages over $50 million in assets and is governed by a volunteer board of directors representing a diverse spectrum of business, education, and the nonprofit and public sectors. Learn more at www.legacyfdn.org.

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