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

TAKE SURVEY

Online Financial Education
Learn through your company's online education portal everything you want to know from managing debt, to buying a home

graduation cap icon for on-site training

LEARN NOW

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.

EVENT CALENDAR

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!

umbrella icon representing complimentary insurance review

YOUR COACH

ACHIEVE

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

EXPLORE

Because life happens

The Small Dollar Loan helps with unexpected expenses

EXPLORE

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

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