Adult Financial Educational Services of Indiana | Workshops

adult financial educational services of Indiana

Workshops

complimentary educational events

Attend an educational workshop.

Our aim is to guide you towards achieving all your retirement aspirations and needs. Through our 3 workshops, we unravel complex financial concepts and provide straightforward, effective tips.

Social Security & Taxes Workshop

Retirement Planning 101 Workshop

Saving for retirement
How to decide the best method of taking out your money at retirement
Getting the core estate documents in place
Options for taking Social Security benefits
Ways to mitigate taxes before and after retirement
How to align your investments to meet your income needs in retirement

Your Retirement Road Map Workshop

reach your desired retirement and financial goals

We will contact you to schedule a consultation with our financial planning specialist in Fort Wayne, Indiana. You may also email or call to schedule a consultation.

(260) 702-0976

let education help you plan

Helping you create a retirement that goes beyond the ordinary, we offer a complimentary, no cost review of your financial situation.

adult financial educational services of indiana

Empowering retirees through financial education.

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Investment advisory services offered through Brookstone Capital Management, LLC (BCM), a registered investment advisor. BCM and Crossroads Financial Group are independent of each other. Insurance products and services are not offered through BCM but are offered and sold through individually licensed and appointed agents.

Registered Investment Advisors and Investment Advisor Representatives act as fiduciaries for all of our investment management clients. We have an obligation to act in the best interests of our clients and to make full disclosure of any conflicts of interests, if any exist. Please refer to our firm brochure, the ADV 2A page 4, for additional information.

The content of this website is provided for informational purposes only and is not a solicitation or recommendation of any investment strategy. Investments and/or investment strategies involve risk including the possible loss of principal. There is no assurance that any investment strategy will achieve its objectives.

Any comments regarding safe and secure investments, and guaranteed income streams refer only to fixed insurance products. They do not refer, in any way to securities or investment advisory products. Index or fixed annuities are not designed for short term investments and may be subject to caps, restrictions, fees and surrender charges as described in the annuity contract. Guarantees are backed by the financial strength and claims paying ability of the issuer.

The National Social Security Advisor (NSSA) certification is obtained by completing eight hours of course work, passing a certification exam, and requires sixteen hours of biennial continuing education. The NSSA certification is not affiliated with or endorsed by the Social Security Administration or any other government agency. More information regarding the certification can be found at https://nationalsocialsecurityassociation.com/become-an-advisor/.

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