Lippert
1st Source welcomes
Our enrichment program offers you the following:
KNOW 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
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!
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.
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 |