2017 Fort Wayne Financial Expo

Keynote Speaker Mayor Tom Henry

2 Days:

Thursday, October 26th at 6 p.m.

Saturday, October 28th at 9 a.m.

Indiana university purdue university ft. wayne
Walb union international ballroom
2101 E Coliseum Blvd., Fort Wayne, IN 46805

The only event of this kind in the region, and it’s free!

Financial and estate planning is a process which includes the use of professionals in several disciplines working together to create a comprehensive, integrated, evolving plan. This plan can help to ensure a person or family meets their life style goals, needs, and future aspirations. The Fort Wayne Financial Expo brings industry leaders from many fields of financial and estate planning together in one place.

 

 Fort Wayne Financial Expo 2017 Event Description

Keynote Speaker

Mayor Tom Henry

Mayor Tom Henry Fort Wayne Financial Expo 2017

The 2017 Fort Wayne Financial Expo will feature a keynote address by Fort Wayne’s long-time Mayor Tom Henry. Mayor Henry understands the importance of planning first and investing second as is evident in his many well planned initiatives showing returns for Fort Wayne.  He knows that the success of the city is highly correlated with the successes of residents. A business man and family man himself, he will address the importance of a comprehensive financial plan for long term financial stability and peace of mind.

About Mayor Tom Henry

Tom Henry is serving in his third term as Mayor of Fort Wayne. Leading Indiana’s second largest city, Mayor Henry is making government the best it can be for residents and businesses by demonstrating a commitment to engagement, innovation, and performance.

Mayor Henry has lived in Fort Wayne almost all his life and began his career in the private sector as CEO of a group purchasing organization serving hospitals. He then went on to become a successful small business owner of a local insurance agency and healthcare consulting firm.

Mayor Henry has a strong record of successes in neighborhood infrastructure improvements, downtown development, job creation, business expansions, advances in public safety, and enhancements to the City’s world-class park system.

Before being elected Mayor, he served from 1983-2003 on Fort Wayne City Council, representing northwest Fort Wayne.

Master of Ceremonies

Charly Butcher from WOWO

WOWO event
WOWO‘s Charly Butcher is this year’s returning MC.  Charly is a Fort Wayne morning-radio fixture, on the air, locally, for over 3 decades. As host of Fort Wayne’s Morning News, Charly takes you through the morning’s top stories from around the area to around the world.  Charly boasts Fort Wayne’s largest contact list of newsmakers “ripped from the headlines…” so whenever news breaks, you can hear live, in-depth coverage that’s easy to understand.

Presenters

Greg Thomas

Make Your Mortgage Work For You

Heather Foster

Financial Plans & Annuities 

Aaron Anspach

Structured Products

John Redmaster

Social Security

James Reecer

Real Estate

Martin Carbaugh

Medicare & Health Insurance

Joe Bonahoom

Elder Law

Mike Albertson

Tax Strategies & Retirement

Jordan Fields

Long-Term Care

Star Financial

Special Guest

Session Schedule


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Participants

Mike Albertson, Martin Carbaugh, John Redmaster and Heather Foster are investment adviser representatives of, and advisory services are offered through, USA Financial Securities Corp., a registered investment adviser. Additionally, Martin Carbaugh and John Redmaster are registered representatives of USA Financial Securities. Member FINRA/SIPC. 6020 E Fulton St., Ada, MI 49301. Tradewell Tax & Financial is not affiliated with USA Financial Securities.