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:

February 29
Taxes in Retirement
6:00 pm | Elizabethtown Community & Technical College – Room 112 JSO Building
March 5
Optimizing Your Retirement with Trivia Night
6:30 pm | 80/20 @ Kaelin’s Restaurant
March 7
Investing for Women
6:00 pm | The Royal Room
March 12
Understanding Your Social Security Benefit Options at UofL
6:00 pm | University of Louisville – Shelbyhurst Campus
March 19
Optimizing Your Retirement with Trivia Night
6:30 pm | Malone’s
March 26
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.

Or give us a call at 877.573.2043.