Events


We’re committed to helping you make informed decisions about your financial future. We invite all clients, referred guests and visitors to attend our events.

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Upcoming Events

  • Thu
    22
    Apr
    2021

    Tax-Smart Retirement Planning Event at River House Restaurant

    6:00 PM - 8:00 PM3015 River Road - Louisville, KY 40207

    Join your host Justin Jenkins for a presentation and dinner especially designed for retirees or those retiring soon. He will explain (in plain English) the latest IRA/401(k) rules and tax-saving strategies, along with common mistakes that can be avoided - if you know what you're looking for.

    Topics include:

    • Why taxes may be the biggest retirement risk you haven't planned for
    • How to create a TAX-FREE income retirement from your current 401(k)/403(b)/IRA or using non-IRA money
    • Learn to protect your assets from getting eaten up by long-term care and healthcare costs
    • Learn how to transfer assets and create a legacy tax-efficiently
    • Much more

    Seating is very limited and this event is for those 60 and older. Call 877-573-2043 to register.

  • Tue
    27
    Apr
    2021

    Tax-Smart Retirement Planning Event at River House Restaurant

    6:00 PM - 8:00 PM3015 River Road - Louisville, KY 40207

    Join your host Justin Jenkins for a presentation and dinner especially designed for retirees or those retiring soon. He will explain (in plain English) the latest IRA/401(k) rules and tax-saving strategies, along with common mistakes that can be avoided - if you know what you're looking for.

    Topics include:

    • Why taxes may be the biggest retirement risk you haven't planned for
    • How to create a TAX-FREE income retirement from your current 401(k)/403(b)/IRA or using non-IRA money
    • Learn to protect your assets from getting eaten up by long-term care and healthcare costs
    • Learn how to transfer assets and create a legacy tax-efficiently
    • Much more

    Seating is very limited and this event is for those 60 and older. Call 877-573-2043 to register.

  • Tue
    18
    May
    2021

    Tax-Smart Retirement Planning Event at River House Restaurant

    6:00 PM - 8:00 PM3015 River Road - Louisville, KY 40207

    Join your host Justin Jenkins for a presentation and dinner especially designed for retirees or those retiring soon. He will explain (in plain English) the latest IRA/401(k) rules and tax-saving strategies, along with common mistakes that can be avoided - if you know what you're looking for.

    Topics include:

    • Why taxes may be the biggest retirement risk you haven't planned for
    • How to create a TAX-FREE income retirement from your current 401(k)/403(b)/IRA or using non-IRA money
    • Learn to protect your assets from getting eaten up by long-term care and healthcare costs
    • Learn how to transfer assets and create a legacy tax-efficiently
    • Much more

    Seating is very limited and this event is for those 60 and older. Call 877-573-2043 to register.

  • Thu
    20
    May
    2021

    Tax-Smart Retirement Planning Event at River House Restaurant

    6:00 PM - 8:00 PM3015 River Road - Louisville, KY 40207

    Join your host Justin Jenkins for a presentation and dinner especially designed for retirees or those retiring soon. He will explain (in plain English) the latest IRA/401(k) rules and tax-saving strategies, along with common mistakes that can be avoided - if you know what you're looking for.

    Topics include:

    • Why taxes may be the biggest retirement risk you haven't planned for
    • How to create a TAX-FREE income retirement from your current 401(k)/403(b)/IRA or using non-IRA money
    • Learn to protect your assets from getting eaten up by long-term care and healthcare costs
    • Learn how to transfer assets and create a legacy tax-efficiently
    • Much more

    Seating is very limited and this event is for those 60 and older. Call 877-573-2043 to register.

About Our Events

At Legato Financial Group, Inc., we hold informational seminars for our clients and the greater community that feature information on specific topics, such as retirement income strategies and wealth management. Often, our seminars include guest speakers and special activities, as well as take-home materials. We strive to keep you up to date on issues that matter to you, your family and your financial well-being. Whenever you attend a seminar, feel free to schedule a one-on-one, no-obligation meeting.