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Client Resources
Oaktree Financial Advisors, Inc.
12900 N. Meridian Street
Suite 130
Carmel, IN 46032
317-818-1631
1-877-901-1631 toll-free
Securities and investment
advisory services offered
through
Transamerica Financial Advisors, Inc. (TFA),
member
FINRA, SIPC, and
Registered Investment Advisor.
Non-securities related products and services are not
offered through TFA. TFA and Oaktree Financial Advisors, Inc. are
not affiliated.
LD11265-6/10
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Workshops for Eli Lilly employees
Oaktree Financial Advisors conducts regular workshops to educate Eli Lilly
employees on timely financial issues.
Our workshops are conducted by experienced financial planners who
are familiar with your Eli Lilly benefits. All attendees are given the opportunity to visit our
offices and meet with our trained financial planners to review their situation.
Our educational workshops answer questions such as...
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I think I may be too heavily
weighted in Eli Lilly stock in my 401(k). What, if anything can I do about
it?
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How can I receive monthly income
from my retirement account prior to age 59 1/2 without penalties?
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What pension option is right for
me?
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Which investments in my 401(k) Plan should I invest in?
Click here to check our workshop schedule.
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