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Workshop

Check out our workshops where we discuss pressing retirement issues and how we can help you get to your dream retirement on purpose.

SCP Post Election Investment Update

SCP Economic and Market Update for 2024 Workshop

SCP Q1 2024 Economic Update

Managing Your Wealth in 2024, Including Proactive Tax Strategies

SCP 2023 Economic Review and 2024 Outlook

SCP Q3 2023 Economic Update 1

SCP 2023 Mid Year Economic Update

SCP Q1 2023 Economic Update

SCP Q4 2022 Economic Review and 2023 Outlook

SCP 2022 Equity Update and Year End Tax Planning

SCP 2022 Mid Year Economic Update

SCP Q2 2022 Economic Update July 2022

SCP Q1 2022 Economic Update Online

Inflation, Market Volatility & Estate Planning Workshop - April 9, 2022

Managing Wealth in 2022 SCP March Workshop - Mar 23, 2022

2021 Mid Year Economic and Market Update

SCP 2022 Proactive Tax Workshop - Mar 2, 2022

Economic Update - April 2021

Helpful Information for the Filing 2020 Income Taxes and Proactive Tax Planning for 2021

Potential Tax Changes Proposed by the New Biden Administration

Proactive Tax Planning for the SECURE ACT - March 2021

Proactive Tax Planning for the SECURE ACT

SCP Investor Update

Mid Year Investor Update 19 July, 2020

Proactive Year End Tax Planning Ideas for 2020 October, 2020

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  • Greenwood Office Suites
    3209 W. Smith Valley Rd.
    Greenwood IN 46142
  • 317.272.5810
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