Mark your calendar for the RP January Wellness Wednesday.
January 19th, noon – 1:00 pm
RP Members: FREE
Topic: Financial Foundations – Getting Your Financial House in Order
Speakers: Joel Otton, Jon Urish
Have questions on how you can lay the groundwork for a strong financial future?
Whether in your personal or professional life, a strong financial future depends on the foundation you build. Joel and Jon will share some critical insights on how to lay that groundwork and what comes next. It’s never too late to start creating the future you want! There is plenty of FREE parking in the Third Street parking lot! Simply head through Irontek’s main doors, we will be in the first conference room on the left – direction signs within the building will be posted!
About Joel Otto, Financial Advisor
Prior to working at Thrivent, Joel spent 26+ years in pastoral ministry. Joel loves serving people and has found great fulfillment helping them fully develop and pursue their financial goals. He has been developing and growing his practice working with people approaching retirement, young couples trying to get on track with plans for their future, as well as churches, church leaders, and small business owners. Joel has been married for 28 years; he and his wife, Jeanne, have three adult children. He enjoys golf, sunsets, the beauty of nature, and is a big sports fan.
About Jon Urish, Financial Advisor
Jon enjoys working with young adults through retirees, helping them articulate their financial goals and build a sound strategy. In a previous life, Jon spent two decades working in higher education finance, experience that cultivated a deep expertise in investments, insurance, budgeting, tax strategies and philanthropy. This ensures that all his clients, regardless of their resources, make progress towards their goals. Outside the office, most of Jon’s time is consumed by his family – his wife Amanda and their five children – and their never-ending activities.
About the Rising Professionals of Beloit
Our mission is to engage, empower and connect rising professionals in the Beloit region through social, professional development and community involvement opportunities.
Interested in becoming a member? Check us out with the link below.