Flavors & Funds: A HENRY-Focused Dinner with Financial Pros

Who do you go to for financial advice?

Your best friend?

A trusted family member?

... nobody?

This event is for HENRYs (High Earners, Not Rich Yet) in Central Indiana who care about their financial tomorrows, but don't know where to start, or who to ask.

We're bringing together a roundtable of financial and legal pros to answer your pressing financial questions in a safe space. This isn't a presentation or pitch, it's a conversation around a dinner table with people you can trust.

This event will take place in Bocca's Speakeasy in downtown Indianapolis.

Included with your ticket, you'll partake in a family-style 3-course meal, and be invited to stick around for cocktails and further conversation.

We look forward to helping you navigate your financial tomorrow.

Pros in Attendance

Billy Cardwell, CFP®, Financial Advisor

Bill “Billy” Cardwell, is a Certified Financial Planner that has made his mission to serve and assist clients with their financial needs. A graduate of Manchester University with a bachelor’s degree in Finance and a minor in Economics allowed him the background needed to pursue a financial planning career. Billy works directly with clients to develop, implement, and monitor comprehensive financial plans tailored to each individual’s needs. Billy strives to help members of his community, and those around the world to create the life of their dreams, free from anxiety and stress about money. 

Austin Crites, CFA, Asset Manager

Austin Crites, is a Chartered Financial Analyst charterholder (CFA) - one of the highest distinctions in the investment management profession. As a charterholder, Austin has the knowledge and skill to thrive in the competitive investment industry. Austin is a graduate of Marian University in Indianapolis where he earned his bachelor’s degree in Economics. Austin has a plethora of experience in the financial world as he has served as an advisor, financial planner, and researcher of investments to build high-quality portfolios for clients. At Aurora Financial Strategies, Austin’s primary role is to serve as the builder of our clients’ portfolios. Austin’s attention to detail, research methods, and background in finance allow him to build client portfolios based on the personalized needs of each of our clients. 

Elizabeth Vincent, Attorney

Elizabeth is the owner of EV Law and has a background in legal for technology companies.

As a YPCI member and former board member, she advocates for individuals and business owners to understand their contracts and the impacts they can make on their lives in the long-run.