Progress & Perspective

June 2021 | Client Event

First Trust economist, Andrew Opdyke presented this program, Progress and Perspective 2021. This engaging client event sponsored by First Trust for Harvest Investment Services clients, put one eye on the horizon while keeping a steady gaze on current conditions as the economy continues to rebound from the Covid-19 pandemic. Enjoy the replay of the event right here.

Back To Resources Library

2026 Retirement Tax Checklist

Video: 2026 Retirement Tax ChecklistThis checklist is built to spark high-value conversations with clients and prospects about 2026 tax changes, RMD timing, Roth strategy, coordinated planning, and beneficiary tax issues. It’s a practical, ready-to-use piece you can...

What to do with your 401(k)

Retirement Tax-savings RoadmapFrom This ClassNews and Events Keep up with us. We often send out Market Updates, as well as releases for new content added to our library.Address 450 East 96th Street, Suite 500. Indianapolis Indiana 46240-3760.Call Us...

Avoid Tax Traps – Retirement Savings Tax Roadmap

Retirement Tax-savings RoadmapFrom This ClassNews and Events Keep up with us. We often send out Market Updates, as well as releases for new content added to our library.Address 450 East 96th Street, Suite 500. Indianapolis Indiana 46240-3760.Call Us...

Get Connected With Us

We would love to connect with you. Whether you’re a current client or just finding us for the first time, our doors are open. If you have any questions, we would love to give our best answer. The best way is to either call us, or follow the button below to schedule a time with us for a full in-person or over the phone consultation.

Schedule An Appointment

Call Us

(317) 520-8294

Email Us

adujan@harvestinvestmentservices.com