Hosted by Indianapolis Indians & Elements Financial
Join us for our next signature event on Wednesday, October 22nd from 4:30-6 PM at Victory Field in downtown Indianapolis. Speakers from Elements Financial will facilitate the workshop, where you'll learn how to take control of your financial future. Topics Include:
- The Basics of Investing: Stocks, bonds, and mutual funds
- Understanding the Stock Market: Why it shifts and how it impacts you
- Retirement Planning: Strategies to prepare for a secure future
- Managing Investments: Navigating common types of investments
- Finding the Right Fit: Choosing stocks and funds that align with your goals
- Maximizing Your 401(k): Making the most of your retirement plan
Light appetizers and drinks will be provided. All attendees will receive a giveaway item from Elements and a chance to enter a raffle for prizes.
Guest Speakers Bio:
Liz Wertz, Vice President and CERTIFIED FINANCIAL PLANNER™, prides herself on being an approachable, inclusive and knowledgeable financial advisor at Elements Financial. She loves providing her clients with comprehensive, holistic financial plans to help them achieve both their present needs and future dreams. Liz feels most accomplished when her clients leave their meeting feeling not only confident, but excited about their financial future. When she's not working, Liz loves to garden, try new restaurants and spend time outdoors with her husband and two children.
Liz is a Registered Representative of LPL Financial, who also hold her Series 7 and 66 Registrations. She is Indiana Life & Health Insurance licensed with a long-term care endorsement. Liz is also a CFP® professional, an elite designation in which less than 24% of certificants identify as women.
Miranda Finley, Relationship Manager for Elements Financial, serves numerous employers based primarily in Central Indiana by providing Financial Wellness education as a part of their benefits package. She specializes in personal finance literacy across numerous topics such as cash flow planning, debt management, credit optimization, and financial goal setting. She has spent over a decade in financial education and enjoys challenging individuals to analyze their relationship with money and helping them define, then achieve financial stability and success. Miranda is a Certified Financial Wellness Facilitator and also hosts Better Money, a friendly financial podcast. When not at work, Miranda can be found planning her next travel adventure in Google sheets, working on a home improvement project with her husband, or browsing her local bookstore for her next read.
You must be a WISE member to RSVP for this event.
Members: Please log into your WISE account before registering. Need help? Go to our "Forgot Password" form, contact us or call us at 212-726-8282 (Monday–Friday, 9 a.m. to 6 p.m. ET).
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