Beck Financial Strategies offers eductional workshops for corporations, associations, churches, and other organizations. The workshops can be designed specifically for the individual groups' interests. Classes can be provided on 1, 3, or 6 hour formats.

Examples of Topic include but are not limited to the following:

  • Long-Term Care: Protecting Your Wealth through the Indiana Long Term Care Partnership Program
  • Annuities: Saving for a Bright Retirement
  • College Funding: Covering the Cost of Your Child's Higher Education (529 Education Plans)
  • Retirement: Building a Comfortable Lifestyle for Tomorrow
  • Asset Allocation: Determining the Right Investment Mix
  • Retirement Investment Strategies: Managing Your Investments During Retirement
  • Charitable Giving: Receiving Financial Benefits from Helping Others
  • Investment Fundamentals: Making Informed Investment Decisions
  • Retirement Plan Distributions: Making Important Decisions at Retirement
  • Estate Conservation: Preserving Your Wealth for Your Heirs
  • 401(k) Retirement Plans: Using Dynamic Employer-Provided Retirement Plans
  • 403(b) Retirement Plans: Accumulating Retirement Funds Through Your Employer
  • Investment Management: Exploring Professionally Managed Investing
  • Advanced Investment Principles: Exploring Techniques for Experienced Investors
  • Mutual Funds: Investing in Professionally Managed Funds
  • Employment Transitions: Making Financial Decisions During a Career Change
  • Tax Strategies: Using Advanced Strategies to Reduce Your Taxes
  • Government Employee Benefits: Navigating Your Governement Benefits
  • Financial Management: Overcoming the Obstacles to Financial Success

For a list of past and current workshop sponsors, please call 317-547-1200.