Published October 04, 2008 11:31 pm - The fourth annual Finances 101 for Young Professionals will hold the first of its three seminars on Tuesday.
Seminars address basics of finances
The Herald Bulletin
The fourth annual Finances 101 for Young Professionals will hold the first of its three seminars on Tuesday. An accountant, financial advisor and attorney have come together to present the seminars on managing personal and professional finances and preparing for the future. The seminars will be held at the Columbia Club on the Circle downtown and begin at 6 p.m. The seminars are $10 per session or $25 for all three, each includes dinner.
The first topic in the series of seminars is Basics of Financial Planning. It will be conducted by Michael J. McGlothlin, ChFC, CLU, CFP, and owner of Indiana Advisory Group. McGlothlin is currently pursuing his master of science in financial services from The American College. McGlothlin graduated from Indiana University in 1987 with a bachelor of science degree. He currently holds the Chartered Financial Consultant, Chartered Life Underwriter and Certified Financial Planner designations. He is also a registered representative of Investment advisers, a division of ProEquities, Inc., a registered investment adviser. Securities offered through ProEquities, Inc., a Registered Broker-Dealer, FINRA & SIPC. Indiana Advisory Group, LLC is independent of ProEquites Inc. McGlothlin serves as National Liaison for the Indianapolis Chapter of the Society of Financial Services Professionals. He served as the chairperson for the 2004 Indiana Business Ethics Award, and is active as a member of the Financial Planning Association as well as the National Association of Insurance and Financial Advisors.
Two other seminars will be held, each on consecutive Tuesdays in October. Tina Moe, CPA and Owner of ACT Services Inc. will discuss the Basics of Accounting, Budgeting and Taxes on Oct. 14 while Ruby Law Principal Jennifer Ruby, Esquire will round out the seminars by reviewing Basics of Estate Planning on Oct. 21.