Mutt Strut
Apr
28
9:30 AM09:30

Mutt Strut

For the eighth year, we are putting together a team to help support the Humane Society of Indianapolis. You can walk the Mutt Strut course and enjoy a fun day outdoors with family and fur friends.

Worley Erhart-Graves will match your donation and make a donation to Spray-Neuter Services of Indiana - up to $5,000 total!

We hope you will consider being a part of our Pet Pack or simply making a donation to help us reach our goal.

Register at www.indymuttstrut.org. Search for the "Worley Erhart-Graves Financial Advisors" Pet Pack.

Date: Saturday, April 28

Time: Registration starts at 9:30 am. The walk is 11:00 am - 3:00 pm. Please meet our team at the corporate area at 11:45 am and we will walk together at noon.

Where: Indianapolis Motor Speedway

Questions? Contact Paige Adkins at 317-872-5090 or at paige@wefinancialadvisors.com.

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Financial Planning Basics
Jul
25
6:00 PM18:00

Financial Planning Basics

  • Worley Erhart-Graves Financial Advisors (map)
  • Google Calendar ICS

At some point in the mature years of our financial lives we all say to ourselves, "I wish I knew about this stuff when I was in my 20s!" 

With that in mind, this quarter's workshop will focus on Financial Planning Basics for all 20-somethings in your life. In this class, Juli Erhart-Graves CFP will discuss estate planning, investing, saving (for a house, family, retirement), and insurance. Attendees will walk away with financial tools and action items to get them on the road to financial success.

If you or someone you know would benefit from attending this workshop, RSVP today! Light refreshments will be served.

RSVP: By Thursday, July 18 by calling 317-872-5090 or email paige@wefinancialadvisors.com.

When: Thursday, July 25, 6:00 - 7:30 pm

Where: The Pyramids, Pyramid Three, Lower Level, Conference Room A&B (3500 DePauw Blvd.)

Cost: None, but space is limited.

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Market Briefing
Apr
25
6:00 PM18:00

Market Briefing

  • Worley Erhart-Graves Financial Advisors (map)
  • Google Calendar ICS

Last year was one for the record books. Extremely low stock market volatility and the Dow Jones Industrial Index closing over 24,700 at year-end have given us reason to celebrate, but investors have become leery of the current bull market. If you fall in that camp, join us for our annual Market Briefing.


We will look at the history of investing, putting 2017 into perspective, then we will turn our focus to 2018 and beyond.


If you have a friend or relative who has lost sleep over their investments, or wants a financial plan for their future, feel free to bring them as a guest. Refreshments will be served. There is no cost for this event, but space is limited, so call today!

RSVP: By Wednesday, April 18, 2018 to paige@wefinancialadvisors.com or by calling 317-872-5090.
COST: None, but space is limited.
WHEN: Wednesday, April 25, 6-7:30 p.m.
WHERE: The Pyramids, Pyramid Three, Lower Level, Conference Room A (3500 DePauw Blvd, Indianapolis, IN 46268)

 
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