Legacy Seminar


Everyone is encouraged to attend!
Two Tuesdays at 6 p.m. in NS Parlor
Led by Philip E. Lavelle Jr., CFP®, Financial Advisor

September 13 — Where To Begin When Planning Your Retirement

  • The Process of Planning – Steps to Take when planning your retirement
  • The Risks we face
  • Investing for Income
  • Social Security Maximization Strategies

September 27 — Legacy Planning

  • Important Estate Planning Documents You may need
  • Trusts
  • Charitable Gifting Vehicles
  • Tax Advantageous Gifting Strategies

Philip E. Lavelle Jr. is a Registered Representative and Investment Advisor Representative with Thurston Springer Financial, a registered Broker-Dealer (Member FINRA and SIPC), SEC-Registered Investment Advisor Firm, and Indiana Insurance Agency. Philip is a CERTIFIED FINANCIAL PLANNER practitioner and provides comprehensive financial planning services including IRA and Retirement Plan Rollovers, Investment Management, Life Insurance, and Financial Planning. Since 1996, investors have been able to rely on Philip to put his experience to work and help them achieve their personal financial goals. He believes in developing a customized plan for every client who needs one prior to recommending or implementing investment decisions. His goal is to provide trustworthy and dependable service to his clients. Philip lives in Anderson, IN where he maintains an office conveniently located downtown and is available to meet with clients in person or via video conference.