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 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:

May 24
Understanding Your Social Security Benefit Options at UofL
6:00 pm | University of Louisville – Shelbyhurst Campus
June 7
Tax-Savvy Retirement Planning Event at River House
6:00 pm | River House Restaurant & Raw Bar
June 9
Tax-Savvy Retirement Planning Event at River House
6:00 pm | River House Restaurant & Raw Bar
June 21
Understanding Your Social Security Benefit Options at UofL
6:00 pm | University of Louisville – Shelbyhurst Campus
June 30
Understanding Your Social Security Benefit Options at ECTC
6:00 pm | Elizabethtown Community & Technical College

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.