Join us for a Social Security Seminar featuring guest speaker Dave Ghormley. We will be covering topics such as how taxes play into social security, spousal benefits, survivorship benefits and much more!

Bring your friends and family for a day at the pumpkin patch! Kick off your fall festivities with wagon rides, a corn maze, games, refreshments, sweet treats, and more. Click here to see the 45+ activities that will be offered.

When: Saturday, September 30, 2023
Where: Dull’s Tree Farm (1765 W. Blubaugh Ave, Thorntown, IN 46071)
Time: 10:00am – 6:00pm

Please join us for a fun afternoon at “Gibbs and Golf”. Mike Gibbs, Director of Portfolio & Technical Strategy at Raymond James, will be giving a brief update on the markets and answering your questions. Following his commentary, we invite you to play some fun games of golf.

When: Tuesday, May 10, 2022
Where: Topgolf, 9200 E 116th St, Fishers, IN, 46037
Time: 3:00pm – 6:00pm

   

Please join us for a “Savvy Women, Smart Investors” seminar! Featuring Andrew Barnum of First Trust and Alaina Butler of Raymond James Longevity Planning addressing solutions to better understand risk in the market and in your longevity plan.

When: Tuesday, August 30, 2022
Where: Ruth’s Chris Steak House – 2727 E 86^th St, Indianapolis, IN 46240
Time: 6:00pm – 7:30pm

   

Bring the family for a day at the pumpkin patch! Please join the First Heartland Team for an afternoon of fall festivities – including wagon rides, corn maze, pick your own pumpkin, playgrounds, pumpkin canon, organized games, and autumn refreshments.

When: Saturday, October 1
Where: Dull’s Tree Farm – 1765 W. Blubaugh Ave, Thorntown, IN 46071
Time: 1:00pm – 4:00pm

Please join us for a “Savvy Women, Smart Investors” seminar intended for women only. We will hear
from guest speakers Patti Hausherr of Global Atlantic Financial Group and Attorney Pamela Koehler of
Koehler Law for a discussion on savings in retirement and estate planning 101.

When: Wednesday, August 21, 2019
Where: Raymond James - 11611 N. Meridian Street, Suite 600, Carmel, IN 46032
Time: 6:00pm – 8:00pm

Please join us for a catered lunch and Economic Update with guest speaker Sean Ryan from Russell Investments.
Bring any documents you would like shredded!

CLICK HERE TO VIEW THE INVITATION

When: Wednesday, May 1, 2019
Where: Raymond James - 1st Floor Conference Room, 1310 E. 96th Street, Indianapolis, IN 46240
Time: 11:30am to 1:00pm

On Thursday, October 4, 2018, we will be hosting a dinner intended for women only titled: "Savvy Women, Smart Investors"

"Women today face unique financial pressures, whether they are raising a family, caring for parents or saving toward their own long-term goals. At this dinner, these challenges will be reviewed and tips will be offered that are specifically geared toward women to help them plan accordingly." (MFS Investment Management)

Click here to view the invitation.

Please join the First Heartland team along with Mark Eibel, the Director of Client Strategies for Russell Investments, for the second annual "Shred it Party". Do you have piles of "important" paperwork dated before 2009? … how about bags of "valuable" receipts from items you no longer own? … please let us help you purge to gain some needed space and lessen the potential risk of identity theft.

• We will provide several locked shred-it bins for you to fill
• An excellent economic update: Mark is a principal spokesman for Russell's investment process and frequently speaks to clients, industry conferences and the media. He is a frequent guest on television and radio networks such as CNBC, Bloomberg TV, and Bloomberg Radio.
• The catered dinner will be: shredded pork, shredded chicken.. slaw…plus more, …you get the theme!

When: August 9, 2017
Where: Raymond James at 1310 E 96th Street, Suite 100, Indianapolis, Indiana 46240 … we will greet you on the 1st floor
Time: 6-8:00pm

First Heartland Advisory Board Meeting
Wednesday, June 8, 2017 // 6 – 8 P.M.
Mitchell's Fish Market
14311 Clay Terrace Blvd., Suite 100 // Carmel, IN 46032

Please RSVP to Pauline Hardie

Guest Speaker
Nathan Weddle, CFP^®, WMS
Vice President, Investments
Wealth Management Specialist

View Event PDF

First Heartland Wealth Management of Raymond James cordially invites you to attend an Investment Planning Dinner and Discussion.

Wednesday, August 3, 2016 // 6 – 7:30 P.M.
Weber Grill Restaurant
10 North Illinois Street // Indianapolis, IN 46240

Guest Speaker
Nathan Weddle, CFP^®, WMS
Vice President, Investments
Wealth Management Specialist

Please join the First Heartland team along with Mark Eibel, CFA (Director of Investment Strategies for Russell Investments) for a “Shred it Party”. Do you have piles of “important” paperwork from 2005 that you have been meaning to open? Ha-ha! I have discovered over the years that everyone has… that drawer or old box that we have been meaning to get to… maybe. We have a quick catered lunch (shredded pork.. slaw…plus more, you get the theme!), Mark Eibel from Russell Investments will bring us an economic update (he is NOT dry.. a regular on CNBC). Bring a couple of boxes of old paperwork to shred… you will be in and out in 1 ½ hour.

When: May 12^th, 2016
Where: Raymond James at 1310 E 96^th Street, Suite 200, Indianapolis, Indiana 46240
Time: 12 – 1:30pm

Please join Nathan Weddle along with Sean Ryan of Russell Investments and speaker Kyle Lamb Retired Sergeant Major for an informational session on leadership skills and training. Sergeant Major Kyle Lamb is one of the leading combat tacticians of our time and participated in the Special Forces Operation known as Blackhawk Down.

When: September 24, 2015
Where: Raymond James at 1310 E 96^th Street, Suite 200, Indianapolis, Indiana 46240
Time: 1:30pm – 3:30pm