Lippert
1st Source welcomes


Our enrichment program offers you the following:


Financial Wellness Index
Know your financial wellbeing score by taking this survey to see how satisfied you’re with your financial situation
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
Learn through your company's online education portal everything you want to know from managing debt, to buying a home

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!
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!

Financial Wellness Solutions
Learn more about services to improve your financial wellbeing.

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:
Topic | Date | Group A | Group B | Location |
Budgeting | Friday, August 13 | 12-12:30 p.m. | 12:30-1:00 p.m. | Plant 39B |
Banking Basics | Friday, August 20 | 12-12:30 p.m. | 12:30-1:00 p.m. | Plant 39B |
Credit Scores and Reports | Friday, August 27 | 12-12:30 p.m. | 12:30-1:00 p.m. | Plant 39B |
Mortgages | Friday, September 3 | 12-12:30 p.m. | 12:30-1:00 p.m. | Plant 39B |
Retirement | Friday, September 10 | 12-12:30 p.m. | 12:30-1:00 p.m. | Plant 39B |