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:
April 23
Essentials of Estate Planning
6:00 pm | University of Louisville – Shelbyhurst Campus
April 25
Optimizing Your Retirement with Trivia Night
6:30 pm | Volare
April 30
Understanding Your Social Security Benefit Options at ECTC
6:00 pm | Elizabethtown Community & Technical College – Room 112 JSO Building
May 14
Optimizing Your Retirement with Trivia Night
6:30 pm | Volare
May 21
Understanding Your Social Security Benefit Options at UofL
6:00 pm | University of Louisville – Shelbyhurst Campus
May 23
Understanding Your Social Security Benefit Options at ECTC
6:00 pm | Elizabethtown Community & Technical College – Room 112 JSO Building
June 18
Understanding Your Social Security Benefit Options at UofL
6:00 pm | University of Louisville – Shelbyhurst Campus
June 27
Understanding Your Social Security Benefit Options at ECTC
6:00 pm | Elizabethtown Community & Technical College – Room 112 JSO Building
Rather meet One-on-One?
Schedule a meeting with a member of our team to create your financial strategy today.
