Financial Planning Basics
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 Wednesday, July 18 by calling 317-872-5090 or email

When: Wednesday, 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.

View Event →

2018 Tax Reform and Updates
6:00 PM18:00

2018 Tax Reform and Updates

The Tax Cuts & Jobs Act provides for many changes to individual tax provisions. With a few minor exceptions, the provisions are effective this year.

Are you prepared?

Join Pamela Smitson, CPA on Tuesday, June 12 as she helps you navigate the new tax landscape with what is new, changed, and eliminated:

  • New tax brackets, new withholding tables - how do they tie together?
  • Standard deduction or itemized: what changed and what is eliminated?
  • Complex issues with the new 20% Pass-Through Entity Deduction
  • Retirement planning considerations

RSVP: By Tuesday, June 5 to or 317-872-5090.

When: Tuesday, June 12, 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.

View Event →