Financial Planning Seminar | Tuesday, June 19, 2018 | 8:30 a.m. - 9:30 a.m. | Legacy Foundation 370 E. 84th Drive, Suite 100, Merrillville, IN


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.

Start Date :
2018-06-19 8:30 AM
End Date & Time :
2018-06-19 9:30 AM

Booking Start Date :
Booking End Date :

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Event Location : Legacy Foundation Inc, 370 East 84th Drive, Merrillville, IN, USA


Title Price Available
Financial Planning Seminar  $  0.00 19/24