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.
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
Watch all 4 videos of “Dave’s Investment Philosophy” to learn how to become a better investor.