Lippert

 
1st Source welcomes
 Lippert logo
Our enrichment program offers you the following:
 
Circle graphic signifying the steps to Financial Wellness; Know, Engage, Achieve
 
 KNOW 
Financial Wellness Index  
Know your financial wellbeing score by taking this survey to see how satisfied you’re with your financial situation
Online Financial Education  
Learn through your company's online education portal everything you want to know from managing debt, to buying a home
 
  ENGAGE 
On-site Financial Education One of our Financial Wellness Coaches will visit your company on-site to provide guidance and training in all matters money.
Financial Wellness Coach  
Your certified 1st Source Financial Wellness coach will respond to your personal questions and guide you on your financial journey. Fill out this form and we will contact you to get started!
 
 ACHIEVE 
Financial Wellness Solutions Learn more about services to improve your financial wellbeing.
Because life happens  
The Small Dollar Loan helps with unexpected expenses
 
 
Certified Financial Coach's Portrait
Meet your coach!

Luis is Vice President in charge of Financial Education for 1st Source Bank and has worked for the bank since 2006 helping individuals achieve financial security, build wealth and realize their dreams. You can reach Luis at (574) 271-5231 or at ZapataL@1stsource.com

 
 
Sign up for a personalized coaching session
 
Upcoming Events

English Presentations:

Budgeting Tuesday May 4, 2021 6:00 p.m. Plant 50
Making Budgets Work Tuesday May 11, 2021 6:00 p.m. Plant 50
Banking Basics Tuesday May 18, 2021 6:00 p.m. Plant 50
Mobile Banking Tuesday May 25, 2021 6:00 p.m. Plant 50
Credit Scores and Reports Tuesday June 1, 2021 6:00 p.m. Plant 50
Debt Management Tuesday June 8, 2021 6:00 p.m. Plant 50
Buying a Car Tuesday June 15, 2021 6:00 p.m. Plant 50
Considering Homeownership Tuesday June 22, 2021 6:00 p.m. Plant 50
Mortgages Tuesday June 29, 2021 6:00 p.m. Plant 50
Mortgage Modifications Tuesday July 6, 2021 6:00 p.m. Plant 50
Retirement Tuesday July 13, 2021 6:00 p.m. Plant 50
Identity Theft Tuesday July 20, 2021 6:00 p.m. Plant 50
 

Spanish Presentations:

Presupuestos Jueves 6 de Mayo 2021 6:00 p.m. Planta 19
Hacer funcionar los presupuestos Jueves 13 de Mayo 2021 6:00 p.m. Planta 19
Aspectos Bancarios Básicos Jueves 20 de Mayo 2021 6:00 p.m. Planta 19
Banca Móvil Jueves 27 de Mayo 2021 6:00 p.m. Planta 19
Puntajes e Información de Crédito Jueves 3 de Junio 2021 6:00 p.m. Planta 19
Manejo de Deuda Jueves 10 de Junio 2021 6:00 p.m. Planta 19
Compra de Vehículo Jueves 17 de Junio 2021 6:00 p.m. Planta 19
Considerando ser Propietario de Vivienda Jueves 24 de Junio 2021 6:00 p.m. Planta 19
Hipotecas Jueves 1 de Julio 2021 6:00 p.m. Planta 19
Modificaciones de la Hipoteca Jueves 8 de Julio 2021 6:00 p.m. Planta 19
Jubilación Jueves 15 de Julio 2021 6:00 p.m. Planta 19
Robo de Identidad Jueves 22 de Julio 2021 6:00 p.m. Planta 19