Travel Education Workshop
Jul
24
6:00 PM18:00

Travel Education Workshop

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

Preparing to travel somewhere you have never been before can sometimes be a daunting task. But don’t let that stop you from crossing travel destinations off your bucket list!

Join us as we hear from our guest speaker, Dave Bunn, the owner of Experience Travel. He helps people plan international travel and avoid common travel pitfalls to ensure everything goes smoothly.

Dave’s presentation will cover:

  • Tips and tricks to plan for an international vacation

  • How to avoid travel scams

  • Do you need travel insurance?

  • How to prepare for long-term travel, i.e. becoming a snowbird

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

RSVP: To christina@wefinancialadvisors.com or 317-872-5090 by Wednesday, July 17.

When: Wednesday, July 24, 6:00 - 7:30 pm

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

dave bunn.jpg

Dave Bunn, Owner of Experience Travel: “After traveling the world for many years with various jobs in the travel industry…I decided to launch my own business.  The main reason was to help travelers avoid the same mistakes I made when I traveled on my own.  We specialize in international travel itineraries based on personal experiences.  Traveling internationally can be quite challenging and rarely does everything go smoothly…my goal is to help you avoid those travel pitfalls.  I’ve learned a lot traveling the world, and I incorporate those experiences into your vacation.”

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Indy Women's Half Marathon
Sep
28
7:00 AM07:00

Indy Women's Half Marathon

  • New York and Blackford Street Indianapolis, IN United States (map)
  • Google Calendar ICS

Worley Erhart-Graves Financial Advisors will again be a sponsor at this year’s Indy Women’s Half Marathon!

The marathon will be held downtown Indianapolis on Saturday, September 28. Packet pick-up is Friday, September 27, where we will have a booth - be sure to stop by!

As a sponsor, we have ten free entries to the marathon to give away. These entries can be used either for the half marathon or the 5k. You can feel free to invite a friend that you would like to run/walk the race with. Sorry men, this is a women’s-only run!

Contact christina@wefinancialadvisors.com or 317-872-5090 to obtain your complimentary entry to one of the biggest women-only runs in the country. To learn more about the event, visit their website at www.indywomenshalfmarathon.com.

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Foundations of Financial Planning Workshop
Oct
23
6:00 PM18:00

Foundations of Financial Planning Workshop

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, join us for this quarter’s workshop that will focus on the foundations of financial planning for the young adults in your life.

On Wednesday, October 23 we’ll 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 Wednesday, October 16 to christina@wefinancialadvisors.com or 317-872-5090.

When: Wednesday, October 23, 6:00 - 7:30 pm

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

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