Gordon F. Homes, Jr., CLU®, ChFC®, CLTC, CFP®
Senior Financial Planner
Special Care Planner
Financial Services Executive

CONNECT

Address:

900 East 96th Street, Suite 300. Indianapolis, IN 46240             9960Corporate Campus Drive, Suite 1100, Louisville, KY 40223
 ,  

Phone:

317 567-2005 Toll Free: 800-903-6380 Ext.5042

Fax/Other:

317 469-2500

Recently Held and Upcoming Events

These Workshops address Legal Issues, including Wills and Trusts,
Special Needs Trusts, and Guardianship. Financial Issues, such
as Special Needs Trust Funding, Medicaid, and SSI. Family Issues,
including Letter of Intent and Family involvement in the process.
Common planning misconceptions and mistakes are also reviewed.
Q & A will follow

 

 

2017:

 

September 14, 2017,  6:30 - 7:30 p.m.

Topic:   "Planning for Your Dependent with Special Needs"

Franciscan Health and Fitness Center

4109 W SR 10                     Wheatfield, IN

RSVP:   TracyBiggs@franciscanalliance.org

 

September 18, 2017,  6:00 - 7:30 p.m.

Topic:   "Planning for Your Dependent with Special Needs"

Wabash Center

2000 Greenbush St.             Lafayette, IN

food provided

RSVP:   not necessary

 

September 21, 2017,  6:00 - 7:30 p.m.

Topic:   "Planning for Your Dependent with Special Needs"

Westfield Washington Schools - Resource Fair

326 W. Main St.                   Westfield, IN

RSVP:   not necessary

 

September 25, 2017,  5:30 - 7:00p.m.

Topic:   "Planning for Your Dependent with Special Needs"

Little Star

3922 Mezzanine Drive                     Lafayette, IN

snacks provided

RSVP:   Victoriaw@littlestarcenter.org    by 9/18

 

September 26, 2017,  6:00 - 7:30 p.m.

Topic:   "Planning for Your Dependent with Special Needs"

Wabash Valley STAR/ Pieces - Autism Support Group

Vigo Co. Public Library  (meeting Room A)

1 Library Square                Terre Haute, IN

snacks provided

RSVP:   Dixie  812-899-0641

 

October 4, 2017, 6:30 - 8:00p.m.

Topic:   "Planning for Your Dependent with Special Needs"

Faith Community Church

5526 St. Rd. 26 E.                 Lafayette, IN

RSVP:  dfolden@faithlafayette.org

 

October 5, 2017,  7:00 - 8:30p.m.

Topic:   "Planning for Your Dependent with Special Needs"

Northside Christian Church

4407  Charlestown Road              New Albany, IN

RSVP:  ourreachin@yahoo.com

 

October 7, 2017,  9:00 - 12:00 p.m.

Topic:   "Planning for Your Dependent with Special Needs"

FUSE

Shelbyville Middle School

1200 W. McKay Road

no RSVP

 

October 9, 2017, 5:30 - 7:00p.m.

Topic:   "Planning for Your Dependent with Special Needs"

Little Star Center

3101 N. Canterbury Court            Bloomington, IN

RSVP:  Victoriaw@littlestarcenter.org  by  Oct. 1st

 

October 11, 2017, 6:30 - 8:00p.m.

Topic:   "Planning for Your Dependent with Special Needs"

Faith Community Church

5526 St. Rd. 26 E.                 Lafayette, IN

RSVP:  dfolden@faithlafayette.org

 

October 12, 2017,  5:30 - 7:00p.m.       food provided

Topic:   "Planning for Your Dependent with Special Needs"

Western High School

2600 S. 600 W.                  Russiaville, IN

RSVP:  dlytle@taylor.k12.in.us

 

October 16, 2017, 5:30 - 7:00p.m.

Topic:   "Planning for Your Dependent with Special Needs"

Little Star Center

632 Eastern Blvd.               Clarksville, IN

RSVP:  victoriaw@littlestarcenter.org    by Oct. 8th

 

October 25, 2017,  5:00 - 7:00p.m.

Topic:   "Planning for Your Dependent with Special Needs"

Greater Clark Co. Schools

Jeffersonville HS  2315 Allison Ln.        Jeffersonville, IN

Parent Info. Night -  Transition Fair

 

November 14, 2017,  6:30 - 8:00p.m.

Topic:   "Planning for Your Dependent with Special Needs"

Shelby Co. Public Library

57 W.Broadway              Shelbyville, IN

RSVP:  Denise Arland

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck