Skip to main content
  1. Home
  2. About Elements
  3. Events
  4. Advisor Day with Elements Wealth Management

Review Day:

Advisor Day with Elements Wealth Management

Wednesday, October 23, 2024   |   9:00 am - 2:00 pm Eastern

Presented by Elements Wealth Management For Eli Lilly & Company Members

Download PDF

Advisor Consultation

Whether you’re just getting started or are a seasoned investor, Liz Wertz, LPL Financial Advisor from Elements is available to partner with you to build a comprehensive strategy that addresses both your current needs and future aspirations. Her specialties include:

  • Full-service investment management
  • Guidance and advice tailored to your specific goals
  • Strategies aimed at maximizing your retirement savings
  • Creating a comprehensive, personalized financial plan

Please email Vashni Johnson at vjohnson@elements.org for additional meeting times.

Registration Closed

Registration is closed because this event has already begun.

This workplace workshop is open to employees of Eli Lilly & Company. If you are interested in hosting this workshop at your organization, contact your Elements Relationship Manager today.

LPL Financial Form CRS

Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker/dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. Elements Financial Federal Credit Union and Elements Wealth Management are not registered as a broker/dealer or investment advisor. Registered representatives of LPL offer products and services using the name Elements Wealth Management and may also be employees of Elements Financial Federal Credit Union. These products and services are being offered through LPL or its affiliates, which are separate entities from and not affiliates of Elements Financial Federal Credit Union or Elements Wealth Management. Securities and insurance offered through LPL or its affiliates are:

  • Not Insured by NCUA or Any Other Government Agency
  • Not Credit Union Guaranteed
  • Not Credit Union Deposits or Obligations
  • May Lose Value

Elements Financial Federal Credit Union (“Financial Institution”) provides referrals to financial professionals of LPL Financial LLC (“LPL”) pursuant to an agreement that allows LPL to pay the Financial Institution for these referrals. This creates an incentive for the Financial Institution to make these referrals, resulting in a conflict of interest. The Financial Institution is not a current client of LPL for brokerage or advisory services.

Please visit https://www.lpl.com/disclosures/is-lpl-relationship-disclosure.html or scan the QR code for more detailed information.

QR Code