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:

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