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:

January 31
Understanding Your Social Security Benefit Options at ECTC
6:00 pm | Elizabethtown Community & Technical College
February 2
Understanding Your Social Security Benefit Options at ECTC
6:00 pm | Elizabethtown Community & Technical College
February 16
Understanding Your Social Security Benefit Options at UofL
6:00 pm | University of Louisville – Shelbyhurst Campus
February 21
Understanding Your Social Security Benefit Options at UofL
6:00 pm | University of Louisville – Shelbyhurst Campus
February 28
Tax Smart Retirement Event
6:00 pm | River House Restaurant & Raw Bar
March 2
Tax Smart Retirement Event
6:00 pm | River House Restaurant & Raw Bar
March 7
Understanding Your Social Security Benefit Options at ECTC
6:00 pm | Elizabethtown Community & Technical College
March 14
Understanding Your Social Security Benefit Options at UofL
6:00 pm | University of Louisville – Shelbyhurst Campus
March 16
Understanding Your Social Security Benefit Options at UofL
6:00 pm | University of Louisville – Shelbyhurst Campus
March 28
Tax Smart Retirement Event
6:00 pm | River House Restaurant & Raw Bar

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.