FINRA has investor education materials such as BrokerCheck, which provides insight into firms and financial advisors.

Events

Upcoming Events

May 2, 2024

2:00p - 5:00p

Comprehensive Financial Consultants

Shred Day 2024

Join us for our annual Shred Day - Thursday, May 2, 2:00 - 5:00 pm!

May 14, 2024

6:00p - 7:30p

Estate Planning 101

Event Full

Estate Planning 101

Local attorney Dustin Plummer will lead a conversation about estate planning, including wills, trusts, estate tax issues and more.

Past Events

February 29, 2024 - March 7, 2024

6:00p - 8:30p

Ivy Tech Community College

Retirement Planning Today - Thursdays

Learn about the many ways to save for retirement as well as the advantages and disadvantages of each. You will discover how to save money on taxes, manage investment risks and protect your assets from potential long-term health care expenses.

February 28, 2024 - March 6, 2024

6:00p - 8:30p

Ivy Tech Community College

Retirement Planning Today - Wednesdays

Learn about the many ways to save for retirement as well as the advantages and disadvantages of each. You will discover how to save money on taxes, manage investment risks and protect your assets from potential long-term health care expenses.

February 1, 2024

5:30p - 6:30p

The Legacy Meeting Center

Cyber Security for Everyone

Are you concerned about your online accounts and social media being hacked? Join us for some tips and tricks!

February 1, 2024

10:00a - 11:00a

The Legacy Meeting Center

Cyber Security for Seniors

Are you concerned about your online accounts and social media being hacked? Join us for some tips and tricks (with a special section for seniors)!

November 2, 2023

6:00p - 7:30p

Comprehensive Financial Consultants

Living with Dementia

Local Alzheimer's Educator Dayna Thompson will lead a discussion on living with dementia - and how caregivers can manage their own well-being.

October 25, 2023

6:00p - 7:30p

Estate Planning 101

Estate Planning 101

Local attorney Dustin Plummer will lead a conversation about estate planning, including wills, trusts, estate tax issues and more.

October 3 - October 10, 2023

6:00p - 8:30p

Ivy Tech Community College

Retirement Planning Today - Tuesdays

Learn about the many ways to save for retirement as well as the advantages and disadvantages of each. You will discover how to save money on taxes, manage investment risks and protect your assets from potential long-term health care expenses.

May 11, 2023

2:00p - 5:00p

Comprehensive Financial Consultants

Shred Day

Join us in our Annual Shred Day! Thursday, May 11th from 2 - 5 PM to securely destroy your old paperwork.

February 16 - February 23, 2023

6:00p - 8:30p

Ivy Tech Community College

Retirement Planning Today

Learn about the many ways to save for retirement as well as the advantages and disadvantages of each. You will discover how to save money on taxes, manage investment risks and protect your assets from potential long-term health care expenses.

February 15 - February 22, 2023

6:00p - 8:30p

Ivy Tech Community College

Retirement Planning Today

Learn about the many ways to save for retirement as well as the advantages and disadvantages of each. You will discover how to save money on taxes, manage investment risks and protect your assets from potential long-term health care expenses.

October 6 - October 13, 2022

6:00p - 8:30p

Ivy Tech Community College

Retirement Planning Today

Learn about the many ways to save for retirement as well as the advantages and disadvantages of each. You will discover how to save money on taxes, manage investment risks and protect your assets from potential long-term health care expenses.

October 5 - October 12, 2022

6:00p - 8:30p

Ivy Tech Community College

Retirement Planning Today

Learn about the many ways to save for retirement as well as the advantages and disadvantages of each. You will discover how to save money on taxes, manage investment risks and protect your assets from potential long-term health care expenses.

May 10, 2022

6:00p - 8:00p

Ivy Tech Community College

Taxes in Retirement: 2025 The Final Drive

In this course we will discuss the Big Three retirement risks and how to deal with them. No. 1 is getting out of the way of higher taxes, no. 2 is avoiding retiring into a bad market, and no. 3 is dealing with the biggest risk of all, longevity risk. The instructor, David Hays has recently published a new book, 2025 The Final Drive to explain in depth how we can take back our retirement for the future despite higher taxes coming in 2025.

April 28, 2022

2:00p - 5:00p

674 S. College Ave

Shred Day 2022

At Comprehensive Financial Consultants, we're committed to protecting your privacy and providing you with helpful and friendly service. Our partners at Shredding Unlimited will be on site to give you peace of mind while watching your sensitive documents be destroyed.

March 24 - March 31, 2022

6:00p - 8:30p

Ivy Tech Community College

Retirement Planning Today

Learn about the many ways to save for retirement as well as the advantages and disadvantages of each. You will discover how to save money on taxes, manage investment risks and protect your assets from potential long-term health care expenses.

March 23 - March 30, 2022

6:00p - 8:30p

Ivy Tech Community College

Retirement Planning Today

Learn about the many ways to save for retirement as well as the advantages and disadvantages of each. You will discover how to save money on taxes, manage investment risks and protect your assets from potential long-term health care expenses.

March 8, 2022

6:00p - 8:00p

Ivy Tech Community College

Taxes in Retirement: 2025 The Final Drive

In this course we will discuss the Big Three retirement risks and how to deal with them. No. 1 is getting out of the way of higher taxes, no. 2 is avoiding retiring into a bad market, and no. 3 is dealing with the biggest risk of all, longevity risk. The instructor, David Hays has recently published a new book, 2025 The Final Drive to explain in depth how we can take back our retirement for the future despite higher taxes coming in 2025.

February 24, 2022

6:00p - 8:00p

Comprehensive Financial Consultants

Taxes in Retirement: 2025 The Final Drive

In this course we will discuss the Big Three retirement risks and how to deal with them. No. 1 is getting out of the way of higher taxes, no. 2 is avoiding retiring into a bad market, and no. 3 is dealing with the biggest risk of all, longevity risk. The instructor, David Hays has recently published a new book, 2025 The Final Drive to explain in depth how we can take back our retirement for the future despite higher taxes coming in 2025.

February 15, 2022

1:00p - 3:00p

Comprehensive Financial Consultants

Taxes in Retirement: 2025 The Final Drive

In this course we will discuss the Big Three retirement risks and how to deal with them. No. 1 is getting out of the way of higher taxes, no. 2 is avoiding retiring into a bad market, and no. 3 is dealing with the biggest risk of all, longevity risk. The instructor, David Hays has recently published a new book, 2025 The Final Drive to explain in depth how we can take back our retirement for the future despite higher taxes coming in 2025.

February 10, 2022

5:30p - 7:30p

Comprehensive Financial Consultants

Taxes in Retirement: 2025 The Final Drive

In this course we will discuss the Big Three retirement risks and how to deal with them. No. 1 is getting out of the way of higher taxes, no. 2 is avoiding retiring into a bad market, and no. 3 is dealing with the biggest risk of all, longevity risk. The instructor, David Hays has recently published a new book, 2025 The Final Drive to explain in depth how we can take back our retirement for the future despite higher taxes coming in 2025.

February 8, 2022

6:00p - 8:00p

Ivy Tech Community College

Taxes in Retirement: 2025 The Final Drive

In this course we will discuss the Big Three retirement risks and how to deal with them. No. 1 is getting out of the way of higher taxes, no. 2 is avoiding retiring into a bad market, and no. 3 is dealing with the biggest risk of all, longevity risk. The instructor, David Hays has recently published a new book, 2025 The Final Drive to explain in depth how we can take back our retirement for the future despite higher taxes coming in 2025.

January 20, 2022

6:00p - 8:00p

Comprehensive Financial Consultants

Taxes in Retirement: 2025 The Final Drive

In this course we will discuss the Big Three retirement risks and how to deal with them. No. 1 is getting out of the way of higher taxes, no. 2 is avoiding retiring into a bad market, and no. 3 is dealing with the biggest risk of all, longevity risk. The instructor, David Hays has recently published a new book, 2025 The Final Drive to explain in depth how we can take back our retirement for the future despite higher taxes coming in 2025.

Event Registration


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