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C. Elaine Todd Celebrating twenty-two years of practical experience in insurance and retirement planning, I enjoy applying a “Spirit of Life” style of planning. This method helps people identify and articulate life goals and dreams and the personal legacy they wish to leave their heirs. I am a graduate of the Life Underwriter Training Council, (LUTCF); Investment Advisor Representative,(IAR), Accredited Asset Management Specialist,(AAMS); Registered Financial Consultant,(RFC); Certified Senior Advisor (CSA), and Certified for the Indiana Long Term Care Partnership Program. Currently I am studying for the Chartered Retirement Planning Counselor designation and plan to finish this fall. I have recently added a new dimension to my Retirement Planning Practice by graduating as a facilitator for the 2Young2Retire course. This is a six-week interactive course designed to enlighten and inspire a generation of people who are about to turn conventional retirement upside down. It is a guide to making the most of the rest of your life. Be sure to visit www.lifeandmoneymap.com for more information and class schedule announcements. In 1996, I formed Blazing Star Press and self-published ALL TOGETHER NOW; Records Instructions and Wishes For Those You Love. This book helps organize and record your wishes for healthcare and the many important details not included in your Last Will and Testament. For example, a place to record a list of your assets, advisors and doctors, where important papers are kept, where the lock box key is hidden, who gets the pets and how to care for them, and preferences for long term health care and funeral arrangements. Family stories are a treasure we easily let slip from memory, so there is a section to record them as well as five generations of the family tree. This book is one of the most helpful and loving gifts you can give to your family! Go to www.lifeandmoneymap.com for more information about ALL TOGETHER NOW and a link for ordering. Over the years, many have found value in my workshops on Investing Basics, Planning for the Unexpected, Life Transitions, Retirement Planning and Budgeting. I enjoy meeting and making new friends in the local and surrounding communities as well as traveling to meet clients, their family and friends around the country. I am a past President of the Lafayette Association of Insurance and Financial Advisors and the Professionals in Communication. Serving on the Board of Directors of Wesley Manor Retirement Community in Frankfort, Indiana for 9 years was a blessing as well as an education in eldercare and the trends in healthcare for the aging population. Currently, I serve on the board of the Association of Women Business Owners as membership co-chair. Hobbies include reading, writing, gardening, kayaking and quilting. My church affiliation is Baptist. I am married with 3 children who long ago left the nest and were replaced by 2 ornery cats. My step-granddaughter is a graduate of Ball State University (which hardly seems possible for her to be grown up!) and my son and his wife just had their first child (a beautiful boy) in August of 2006. Being a parent and a grandparent is what life is really all about!bout! Helping people chart a path to possibilities for making the most of the restof their life and their money! |
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Adviser not licensed in all States. Advisory Services are Provided through Creative Financial Designs, Inc., a Registered Investment Adviser, and Securities are Offered through cfd Investments, Inc., a Registered Broker/Dealer, Member FINRA/SIPC, 2704 South Goyer Road, Kokomo, IN 46904 765.453.9600. Todd Financial Services is not owned or controlled by the cfd companies |
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