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    Attend a Workshop

    Oaktree Financial Advisors conducts regular workshops to educate Eli Lilly employees on timely financial issues.

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    I Want My IPRO

    Oaktree Financial Advisors has designed a customized Independent Professional Retirement Overview for Eli Lilly employees.

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    401(k) Tune Up

    How long has it been since you last gave your 401(k) a tune up?

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Workshops for Eli Lilly employees

*Oaktree Financial Advisors is neither endorsed by nor affiliated with Eli Lilly

Oaktree Financial Advisors conducts regular workshops to educate Eli Lilly employees on timely financial issues.

Our workshops are conducted by experienced financial planners who have significant experience with and stay up-to-date with your Eli Lilly benefits. All attendees are given the opportunity to visit our office and meet with us to discuss their personal situation at no cost.

Our educational workshops answer questions such as...

  • How can I know when I will be financially prepared to retire?
  • I think I may be too heavily weighted in Eli Lilly stock in my 401(k). What, if anything can I do about it?
  • How can I receive monthly income from my retirement account prior to age 59 1/2 without penalties?
  • What pension option is right for me?
  • Which investments in my 401(k) should I invest in?

Click here to be invited to future workshops.