Call or Text

Market Updates

Find up-to-date information about the current state of the market on this website from LPL Financial.

If you have any concerns, please call us at (574) 722-4222.

David J. Workman receives Award of Excellence from CollegeChoice Advisor 529 College Savings Plan 2015

David J. Workman receives Award of Excellence from CollegeChoice Advisor 529 College Savings Plan 2015

David J. Workman of Workman & Associates, Inc., Logansport, IN, has received the 2015 Award of Excellence for sales of the Indiana CollegeChoice Advisor 529 Plan. The Indiana 529 Plan can help with efficiently saving for higher education costs, especially for Indiana residents.  Workman is one of the top 25 producers out of more than 13,000 who are authorized to offer the CollegeChoice Advisor 529.
DSCF0425
Workman said, “When I talk with my clients about investing of any type, we discuss being efficient with their money. This often times means how do we reduce taxes and keep up with the ability to purchase goods and services in the future.  I truly appreciate every client who has trusted me to invest for their children’s and grandchildren’s futures using the CollegeChoice 529.”
Workman has been in the securities/insurance/retirement plan business in Logansport since June, 1988. He and his wife Beth have 3 grown children.
Securities offered through LPL Financial, Member FINRA/SIPC
 

Share:

Facebook
Twitter
LinkedIn

Check the background of investment professionals associated with this site on FINRA’s BrokerCheck.

Connect With Us

Subscribe Today!

Stay informed with our Monthly E-newsletter. 

Recent Videos & Podcasts

Contact Us

For more information about our insurance services, you can call our office at 1 (800) 533-4370 or 1 (574) 722-4222. You can also email us at workmanandassociates@lpl.com

how to connect

Phone: 574-722-4222

Phone: 1-800-533-4370

workmanandassociates@lpl.com

Our office

1529 E Market Street, Logansport, IN 46947

%d bloggers like this: