LIFE INSURANCE | February 26, 2020
Life insurance protects the ones you love. Dave shares his formula on how much life insurance you should have. 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 […]
DAVID WORKMAN RECOGNIZED IN FORBES AS A 2020 TOP WEALTH ADVISOR IN INDIANA
David Workman of Workman & Associates was recently ranked No. 19th in Indiana in the 2020 Best-In-State Wealth Advisors list published by Forbes. According to Forbes, the annual list spotlights the nation’s top-performing advisors, evaluated based on a methodology developed by SHOOK Research. Advisors are also evaluated based on personal interviews, industry experience and […]
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 – PART 3 | JANUARY 31, 2020
You need life insurance, but how much? Dave shares his formula for your best protection. Watch and find out what other types of insurance we offer. Securities and advisory services offered through LPL Financial, Member of FINRA/SIPC.
Financial Planning – Part 2
Financial Planning – David Workman, AIF, LPL Registered Principal | January 3, 2020
Salvation Army Red Kettle Drive | December 13, 2019
The Salvation Army’s Red Kettle Drive is underway and needs your help. You can make a donation online or call the Salvation Army at (574) 722-1979 https://www.salvationarmyusa.org/usn/
Salvation Army – Major Nathan Harms | December 9, 2019
ESTATE PLANNING – PART 2
Estate planning should include a will, a trust, or both. Dave explains both in the second part of this three-part series.
Estate Planning – Kelli Stiles, LPL Financial | November 19, 2019
Kelli Stiles from LPL joins Dave to discuss why you need estate planning and how to prepare for the inevitable. Not a topic you want to think about, but it should be a part of your financial plan. Content in this material is for general information only and not intended to provide specific advice or […]