Sign up NOW for Monarch alerts | Text MBALERTS to (800)382-9851.

401(k) Retirement Plan One on One Virtual Meetings!

401(k) Retirement Plan One on One Virtual Meetings!

In the face of a global pandemic many of us are concerned about what the short and long term effects will be to our 401k account.  To help answers your questions, Shepherd Financial, our retirement plan consultants, will be available virtually to provide education and guidance to you.

By scheduling a 30-minute session with a consultant, you will have the opportunity to meet one-on-one in a virtual setting to do the following:

  • ask questions about our retirement plan
  • discuss financial wellness topics
  • receive valuable information for your retirement journey

To schedule a meeting with an advisor from Shepherd Financial, please use the online scheduler.

Schedule Now

Please contact Craig Callaway at ccallaway@monarch-beverage.com or 317-612-3207 with questions.

How to schedule an appointment.

1.) Select the desired service date.

2.) Click on the date of the service on the calendar itself. You can then see available times.

3.) Enter your name, email address, and phone number in the bottom. To complete booking, select Book.