SourcePoint hosting free workshops in Delaware


SourcePoint is introducing free workshops presented by its group of “Trusted Advisors,” local professionals who can assist individuals with their personal and financial planning needs.

The workshops, which begin in October, are open to all members of the community. All workshops take place on Tuesdays from 6:30 to 8 p.m. and will be held at SourcePoint, 800 Cheshire Road.

Sessions in October include:

• Oct. 6 – “Wills, Probate, Estate and Legacy Planning: How They Affect You and Your Loved Ones,” presented by Bob Johnson of Lifetime Financial Growth and Bill McLoughlin of Metz, Bailey & McLoughlin. Topics include why wills are important and when a trust is a good alternative, how probate works, and how estates are impacted differently with and without a will.

• Oct. 13 – “Investing Options to Consider Once You Reach 50 Years of Age,” presented by Jon Cleary of The BCA Group at Morgan Stanley Wealth Management and John Farrell of John C. Farrell, CFP, ChFC. Topics include generating income in retirement, Social Security optimization, asset allocation and diversification, and investing vs. trading.

• Oct. 20 – “Insurance: Determining Your Needs and Deciding Which Products are Best for You,” presented by Carla Poston of Creative Financial Insurance, Dena Haller Russell of Haller Wealth Management Group and Bill Browning of Browning & Meyer Co., LPA. This panel-format event will offer information about life insurance, long-term care insurance, Medicare benefits and annuities.

Reservations are recommended and can be made online at or by contacting Mike Miller, development administrator, at 740-203-2420 or [email protected].

Staff Report

Information for this story was provided by SourcePoint.

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