Program Type:
Outside PresenterAge Group:
AdultProgram Description
Event Details
Ready to boost your investing IQ? Whether you’re just getting started or looking for a refresher, this seminar is designed to help you build a strong foundation.
We’ll cover essential topics, including:
- Why having a clear investment strategy matters
- Key differences between Roth and Traditional IRAs
- How to take control of your financial future by focusing on what you can manage
Helee Adkins, a third-generation resident of Hendricks County, is a licensed broker and the founder of Adkins Consulting, where she combines her passion and expertise to help individuals navigate their health care options. Specializing in Medicare coverage, she is dedicated to educating clients and empowering them to make confident, informed decisions that fit their unique needs.
Sam Lowe is a seasoned financial advisor with over a decade of experience helping individuals and families navigate their financial futures. Whether it's college, life savings, or retirement, Sam works with each person to help them to reach their goals. Prior to entering the financial services industry, Sam served 21 years in the U.S. Army followed by 12 years as a police officer—demonstrating a lifelong commitment to service and leadership.
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