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:

June 13
Optimizing Your Retirement with Trivia Night
6:30 pm | Grassa Gramma
June 18
Understanding Your Social Security Benefit Options at UofL
6:00 pm | University of Louisville – Shelbyhurst Campus
June 20
Taxes in Retirement
6:00 pm | University of Louisville – Shelbyhurst Campus
June 25
Understanding Your Social Security Benefit Options at UofL
6:00 pm | University of Louisville – Shelbyhurst Campus

Rather meet One-on-One?

Schedule a meeting with a member of our team to create your financial strategy today.

Or give us a call at 877.573.2043.