Dave’s Thanksgiving Message
T.G.I.F. – Gratitude
MARKET VOLATILITY | March 6, 2020
The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual. No strategy assures success or protects against loss. Past performance is no guarantee of future results.
DISABILITY INSURANCE | February, 2020
David Workman and LPL Financial do not provide legal advice or services. This information is not intended to be a substitute for individualized legal advice. Please consult your legal advisor regarding your specific situation. This material contains only general descriptions and is not a solicitation to sell any insurance product or security, nor is it […]
FINANCIAL PLANNING – PART 4
Part 4 focuses on the four main elements of estate planning, which include drawing up a will, a living will and healthcare power of attorney, a financial power of attorney, and in some cases, a trust. David Workman and LPL Financial do not provide legal advice or services. This information is not intended to be a substitute for individualized legal advice. […]
Financial Planning – David Workman, AIF, LPL Registered Principal | January 3, 2020
Your Future is Calling – Part 4
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FORBES NAMES DAVID J. WORKMAN AMONG AMERICA’S TOP FINANCIAL ADVISORS
Logansport, Indiana — March, 8, 2018 – David J. Workman, an independent financial advisor at Workman & Associates in Logansport, Indiana, was recently recognized by Forbes as one of the 2018 Best-In-State Wealth Advisors. According to Forbes, advisors selected for the inaugural list were assessed on a variety of criteria, including years of experience, community […]
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 […]