SourcePoint’s Trusted Advisors
SourcePoint has recruited a group of more than 40 local professionals skilled in the disciplines of accounting, financial planning, insurance, law, funeral planning and hospice to assist individuals with their personal and financial planning needs.
Professionals on the trusted advisors list can help educate clients on how to make wise decisions in regard to important financial planning issues and are currently available for private consultation.
Many of the trusted advisors are members of one or more Chambers of Commerce in Delaware County and are active in community and professional education programs. The advisors represent local businesses throughout central Ohio, including Delaware, Westerville, Ostrander, Powell, Columbus, New Albany, Dublin, Galena, Sunbury, Gahanna, Lewis Center, and Worthington.
SourcePoint periodically offers free workshops presented by our Trusted Advisors, local professionals who can assist with your personal and financial planning needs.
Trusted Advisors do not pay a fee to be a member of this program and are not connected to our In-Home Care Services.
Financial Planning Forum
June 11, 2018, 4:15 p.m. to 8:00 p.m. at SourcePoint
The free forum, presented by First Commonwealth Bank and led by SourcePoint’s Trusted Advisors, starts off with registration and a reception, followed by three hour-long sessions offering four classes for a total 12 different topics related to financial planning for older adults. Delaware County residents can attend up to three classes of their choice, one per session. Learn More »