FORUM Private Client Group - Education Seminar

Join us for an education seminar!


Who Is Your Retirement CFO?

There is a lot that goes into managing retirement funds. How much risk are you really taking? What should you expect for medical expenses? And how much should you pay yourself?

If you are planning on retiring in the near future or have questions about how you are currently managing funds in retirement,
please join us as we cover these questions and more.

Date: Thursday, May 6, 2021
Time: 6:00 pm - 7:30 pm
Location: 5255 Noggle Way, Indianapolis, IN 46237


Date: Saturday, May 8, 2021
Time: 10:00 am - 11:30 am
Location: 11313 USA Parkway, Fishers, IN 46037

Please RSVP by April 28. Snacks and drinks will be provided.

Please contact Chris Cromwell at 317.558.6322 or with any questions.


Funds invested through Private Client Group are not NCUA insured and may involve a loss of principal. No credit union guarantee.

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