Semler Financial Group, Inc.

Semler Financial Group will be offering free document shredding to individuals. It’s a great opportunity to safely dispose of old documents such as receipts and tax information.

Bring your items to 645 W. Carmel Drive (located at the southeast corner of Guilford and Carmel Drive) from 9-11 on Saturday, June 18.

*we are accepting non-perishable food items to be donated to the Merciful Help Center. Enjoy coffee & donuts while we unload your boxes.

Shred-It! Free document shredding. | LinkedIn The Rays paper shredding truck will be at our Carmel office parking lot to instantly shred all your personal documents on site. Our Shred-it event is a secure way to get rid of your documents containing personal information all at one time. Grab a donut and a cup of coffee on your way out! Please no...

Join Semler Financial Group's “Is College Worth It" webinar next month.

May 6, 2021
6-6:45 pm EST

Register here.
https://zoom.us/webinar/register/WN_tO9GHEOHSFSMAll6zOh32w

Join us for donuts and coffee at our shredding event in April!

Saturday, April 17, 2021 from 9-11:30 am
645 West Carmel Drive (corner of Guilford Ave/Carmel Dr)
Lakeside Green Business Center parking lot

Ray's shredding truck will instantly shred all of your personal documents on site. Please bring a non-perishable food item to be donated to the Merciful Help Center.

Paper recycling only - no cardboard or metal. 6 boxes minimum per car.

Semler Financial Group invites you to a webinar on Social Security & Medicare. Find out how to optimize your Social Security benefit and reduce your tax liability.

Wednesday, April 7, 2021
2:00 - 2:45 pm EST

To register, click on the link below.
https://zoom.us/webinar/register/WN_JElXkIPuRuK6xXAoHdJtyQ

Join our Live Market Perspective Webinar on Thursday, March 25 from 4:30-5:00 pm EST. Register on the link below.

https://zoom.us/webinar/register/WN_ewFZCDqtQWuPiHsIniJGtg

Had such a fun time at our Client Appreciation Virtual Bourbon Tasting Event last week. Thank you Brown-Forman for a great presentation!

Join us for a Long-term Care webinar on March 4 at 2 pm EST. Click on the link below to register.

https://zoom.us/webinar/register/WN_LCFHNJx3QqS-voOfCbzIsQ

We will discuss these topics:

• What long-term care is and where it is provided
• Strategies to pay for long-term care
• Key features and government incentives for long-term care insurance
• How Medicare and Medicaid factor into long-term care planning

Semler Financial Group is now offering a new program that aims to boost retirement savings in 401(k) plans for minority-owned businesses. This program seeks to increase retirement readiness for minority, women, veteran, disability and LGBTQ-owned businesses.

Please contact Jeff Weller @ [email protected] or 317-569-7613 to discuss in more detail.