News from SVA Plumb Financial


SVA Financial Group’s Lagore Presents Seminar on Saving and Investing

By SVA Financial Group | 1/30/2020

SVA Financial Group’s Kelly Lagore will present an educational seminar for Saint Mary’s College in Notre Dame, IN on February 7, 2020. The presentation is part of the college’s $avvy Financial Literacy Program which provides students with financial education. The goal of the program is to improve student’s understanding and practices of personal financial management.

Kelly’s presentation, titled Saving and Investing Basics, will discuss the difference between saving and investing as well as the types of accounts students should consider.

Kelly is a Financial Consultant with SVA Wealth Management. Through consistent financial planning, Kelly works to help clients achieve their financial goals, whether it be saving for college, planning for retirement, or wealth preservation for the next generation.  She enjoys the personal relationships she develops with clients and works to build a strong level of trust with them.

About SVA Financial Group

At SVA Financial Group, we believe quality service is the key to maintaining long-term relationships. Our clients enjoy personal access to the investment and trust advisory professionals who oversee their portfolios. Through this close relationship, we recognize the direct responsibility we have for our clients’ assets and wealth planning.

We work closely with our clients to assist them in defining their investment goals and objectives, taking into account not only their goals and obligations, but also their desires to address the needs of future generations.