Professional Development Breakfast
Financial Planning 101 - "It's Accrual World, Turn Konwledge Into Money!"
Join us to hear from Scott Eckart and Emma McRoberts with WestPoint Financial Group about the ins and outs of financial planning.
Scott’s passion for connecting with people is what makes him such a natural at helping people design the life they aspire to live. His thorough process helps to provide a path for his clients to take their vision of the future and translate it into a blueprint that can be implemented in an organized and systematic fashion.
“I love seeing people make progress toward their goals,” says Scott. Scott draws on years of experience as a business consultant to help people better articulate their goals and take the necessary steps to accomplish them. His practice focuses on the needs of closely held business owners and pre-retirees, helping those clients to proactively take control of their personal, legacy, tax and gift resources.
In addition, Scott volunteers his knowledge of personal finance to provide financial literacy education to children and young adults. Having benefited from strong mentors and role models in his formative years, Scott works to pay their gift forward by acting as an advisor and instructor to others.
Emma is a Financial Professional with WestPoint Financial Group. She provides objective and customized insurance and investment strategies to help meet the financial needs of her clients. She is a third-generation advisor, following in the footsteps of her Great Grandfather, Grandfather and Father. Emma has enjoyed growing up with WestPoint and now is thrilled to continue the legacy.
Emma is a graduate of Wheaton College, where she double majored with a Master of Science in Interpersonal Communication, as well as Business and Economics.
Thursday, November 15, 2018
7:45 - 9:15 AM
Commercial Office Environments, 7301 Zionsville Road
Members: $15
Guests: $20