Topics Info
We have provided an extended outline of each topics listed.
  Estate Planning
  10 Costly Mistakes
  Stretch IRA
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FREE Financial Planning Workshops

Planning your future can be complicated, to make your financial planning easier, RoyMStrong offers access to free financial planning workshops. It's important to start planning early for retirement, so we provide access to planning and information for members of all ages. Some seminars are specifically targeted to members who are near retirement, others provide more general financial information (eg. wealth creation or debt reduction). Please take time and review what we provide, we want to become your success partner for life.

TOPIC 1: Estate Planning
Presents various estate planning strategies, using wills and trusts, to help ensure effective distribution of an estate. Also discusses ways to minimize estate settlement costs.
Please Notify Me When Scheduled

TOPIC 2: 10 Costly Retiree Mistakes
Discover the 10 costly financial mistakes most retirees & soon-to-be retirees make & how to avoid them. A little education can save you hundreds, even thousands of dollars.
Please Notify Me When Scheduled

TOPIC 3: Stretch IRA
Get the most from your retirement plan assets with the least taxes and then send potentially millions on to future generations.
Please Notify Me When Scheduled

TOPIC 4: Money Management: Business Investing
Relevent information for business owners regarding investing and financial planning. Learn some of the advantages and rules for the business owner.
Please Notify Me When Scheduled

TOPIC 5: Money Management: Personal Investing
101 information for the individual wanting to learn about investing and estate planning.
Please Notify Me When Scheduled

TOPIC 6: Continue Education for CPA's & Attorneys
Lead by speaker Roy M Strong, this is ongoing educational classroom instruction.
Please Notify Me When Scheduled

Educational Workshops

Location
Date/Time
Meal
Subject
Select
Clarion Hotel
2930 Waterfront Parkway
Speedway, IN
Tuesday, Oct 28
7:30 am
Breakfast
Topic 4
Embassy Suites North
3912 Vincennes Rd
Indianapolis, IN
Tuesday, Oct 28
6:00 pm
Dinner
Topic 5
Holiday Inn Select, Airport
2501 S. High School Rd
Indianapolis, IN
Wednesday, Oct 29
6:00 pm
Dinner
Topic 5
MCL Cafeteria
86th & Township Line Rd
Indianapolis, IN
Thursday, Oct 30
6:00 pm
Dinner
Topic 1
Ramada Inn
Lafayette, IN
Thursday, Nov 6
6:30 pm - 8:30 pm
Snack
Topic 1
Roy M Strong Building
900 56th St, Ste 200
Brownsburg, IN
Friday, Nov 7
11:00 pm - 2:00 pm
Lunch
Topic 1
Olive Garden
10243 E. Highway 36
Avon, IN
Tuesday, Nov 11
11:00 pm - 1:00 pm
Lunch
Topic 1
Clarion Hotel
2930 Waterfront Parkway
Speedway, IN
Thursday, Nov 13
6:00 pm - 8:00 pm
Dinner
Topic 1
Holiday Inn Select, Airport
2501 S. High School Rd
Indianapolis, IN
Thursday, Dec 4
8:30 am
Lunch
Topic 6

Thank you for your patience as we develop out website. Please use our contact form indicating the seminar you wish to attend in box at bottom of form until we can complete the dedicated workshop form. Also feel free to call numbers listed on contact page if you do not wish to use our form. Thank You!