It’s back-to-school time again and football season is right around the corner. If you and your family is like ours, your calendar is packed with events and activities until year’s end.
But be sure to save room on your calendar for the treat we have in store for you! Both national party conventions are over, but the political scene is sure to heat up in the coming months. On September 27, just five weeks prior to the national election and the day after the first 2016 presidential debate, we’re hosting our annual Bedel Financial Forum at the Indianapolis Museum of Art. This year Greg Valliere, a political analyst from Washington DC, will share his thoughts on the presidential election and its potential impact on the investment world. Those of you who attended our 2013 Bedel Financial Forum may recognize his name. That time Greg provided interesting insights about the government shutdown. This September’s forum is a “must-see” event. If you haven’t yet reserved your seat, email Deanna Turner or call 317-843-1358.
I’ll be guest speaker for several upcoming events. In August, I’ll discuss financial planning at a conference hosted by the Indianapolis FBI office. On September 29, I’ll deliver the keynote address for the AspireTogether event. And for the seventh year, our firm will sponsor the reception for the Dress for Success Stepping out in Style gala. We are pleased to be able to support each of these organizations.
All of us at Bedel Financial enjoy supporting our clients by passing along timely, important information. In this issue of our newsletter, Dave Crossman, CFA, sheds light on the financial and economic implications of Brexit. Kathy Hower, CFP®, answers questions about savings bonds and Abby VanDerHeyden, financial planning coordinator, offers advice on how to curtail wedding costs.
And if you haven’t yet seen it, check out our online whiteboard video, “An Introduction to Wealth Management.” It’s a creative explanation of what we do at Bedel Financial that you can share with your family, friends and business associates who may be interested in learning more about our services.
That’s all for now. What I find totally unbelievable is that our next newsletter will find us preparing for the holiday season! I can’t believe 2016 is passing so quickly. If we all peddle backwards, will the world slow down? I think it’s worth a try!
Enjoy the rest of the summer and prepare for a colorful fall—both the gorgeous display of leaves and the fireworks of the political scene!
Until next time,