The Jasper Chamber and Fifth Third Bank host Wealth Planning Seminars

The Jasper Chamber and Fifth Third Bank are partnering to present a series of seminars over the next few months.

This is the First Seminar of that series – here are the details:

Topic: Wealth Planning

No matter what your age, wealth, of family status, everyone needs a financial plan. Your personal financial plan may focus on a single purpose, such as the financing of your retirement, or it may be comprehensive, addressing a number of issues and areas of concern such as business succession and estate planning.

Join us as Lisa Shake, Senior Wealth Planner at Fifth Third Private Bank hosts an overview of financial planning aspects such as:

•         Cash Management

•         Debt Management

•         Retirement Planning

•         Estate Planning

•         Tax Planning

•         Business Succession

Speaker:  Lisa Shake, Senior Wealth Planner

Lisa Shake joined Fifth Third Private Bank in 2012 as a senior wealth planner. She works with high-net-worth families, business owners, corporate executives, foundations, and endowments in the review of investment and spending policies and wealth planning issues such as cash flow, risk planning, charitable planning, estate planning, and income tax planning. Previously, Lisa worked at Credit Suisse as a Vice President in their Family Wealth Management Group. Prior to making the switch to banking, Lisa worked in public accounting at Deloitte and RSM McGladrey where she provided comprehensive financial planning services as well as tax preparation services to high-net-worth individuals. Lisa has a Bachelors and a Masters in Taxation from the University of Illinois. Lisa is a Certified Public Accountant and a Certified Divorce Financial Analyst.

Date: Wednesday, November 18, 2015

Time: 11:30 a.m. – 1:00 p.m.

Location: Jasper Train Depot – 201 Mill Street

No charge to attend and the lunch is provided, compliments of Fifth Third Bank

RSVP – no later than Nov. 13th to 812/482-6866