Launched in June of 2021, our Planner’s Club aims to meet monthly to review redacted details of a case study with the primary focus on financial planning.

With this being the focus, it doesn’t matter what umbrella or business model you are a member of.

If you have a passion for financial planning or are inexperienced in the profession and are wanting to learn from real world case studies, this is for you!

Separate invitations are emailed to all members a month prior to the meeting. The case study is then sent out to everyone who has registered a day or two prior to the gathering.

In 2022, the meetings are scheduled for the 3rd Friday of each month from 8:30 a.m. - 10:00 a.m., in Carmel, Indiana.

For more information, contact Ed Wildermuth.