Take the first step toward reaching your Financial Goals
Get the information that can help you live a confident retirement.
Attend an Event
Our events in Louisville, Elizabethtown, Shelbyville, and St. Matthews focus on common financial concerns that individuals and families face in retirement, things like how to prepare for unexpected medical expenses and ways to create income to help support your desired lifestyle.
Attend one of our events to learn how addressing these concerns can help you feel more confident about the days ahead.
Upcoming Events:
October 3
Understanding Medicare: The A, B, C, D’s
6:30 pm | University of Louisville – Shelbyhurst Campus – Room 136B Founders Union Building
October 5
Understanding Medicare: The A, B, C, D’s
12:00 pm | University of Louisville – Shelbyhurst Campus – Room 136B Founders Union Building
October 5
Understanding Your Social Security Benefit Options at UofL
6:00 pm | University of Louisville – Shelbyhurst Campus
October 17
Understanding Medicare: The A, B, C, D’s
6:00 pm | Elizabethtown Community & Technical College – Room 303AB Occupational Technical Building
October 19
Understanding Your Social Security Benefit Options at ECTC
6:00 pm | Elizabethtown Community & Technical College – Room 112 JSO Building
October 19
Understanding Medicare: The A, B, C, D’s
6:30 pm | University of Louisville – Shelbyhurst Campus – Room 136B Founders Union Building
October 24
Tax Smart Retirement Event
6:30 pm | Mesh
October 26
Tax Smart Retirement Event
6:30 pm | Mesh
October 27
Understanding Medicare: The A, B, C, D’s
12:00 pm | Elizabethtown Community & Technical College – Room 303AB Occupational Technical Building
November 2
Understanding Medicare: The A, B, C, D’s
6:30 pm | University of Louisville – Shelbyhurst Campus – Room 136B Founders Union Building
Rather meet One-on-One?
Schedule a meeting with a member of our team to create your financial strategy today.
