Nov 15, 2016 Tuesday

Financial Planning Basics

6:30p.m. to 8:00p.m.
Trade School Indy @ Rabble Coffee
2119 E 10th St
Indianapolis US

Many people know what kind of lifestyle they hope to achieve. However, few people know how to do the necessary planning to make that dream into a reality. A goal without a plan is truly just a wish, right? So, come learn how to be strategic in your finances and have higher probabilities of success in reaching your financial goals.

Bring one of the following:
* email to volunteer at this class (this is your barter!)
* something else you'd like to offer (my contact info is in the registration email)
Anything Homemade
Knit Hats

About the teacher, Keely Butrum

Keely Butrum is a Financial Advisor at Raymond James, an Accredited Wealth Management Advisor designee through the College for Financial Planning, and a Certified Divorce Financial Analyst. She began her career in financial services in 2004 and has since been serving high net worth individuals & families, publically traded & small companies, 401k plans, and not for profit organizations in managing and planning their financial affairs. Keely has Series 7, 9, 10, 63 and 66 licenses, Indiana Life and Health Insurance licenses, as well as being long term care licensed, and fluent in Spanish. She genuinely enjoys the opportunity to help people plan for the financial future they desire – truly a rewarding role to play in someone’s life. Outside of the office, Keely serves as Vice Chair on the Board of Directors for the Domestic Violence Network, serves on the Board of Directors for Love INC., is an Ex-Officio Advisory Board member for Women’s Fund of CICF, a graduate of Leadership Hancock County, winner of the 2015 Stacia Alyea Excellence in Leadership Award, and co-owns Elegance Outdoor, LLC.