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:
June 6
Understanding Your Social Security Benefit Options at UofL
6:00 pm | University of Louisville – Shelbyhurst Campus
June 8
Understanding Your Social Security Benefit Options at UofL
6:00 pm | University of Louisville – Shelbyhurst Campus
June 20
Tax Smart Retirement Event
6:00 pm | River House Restaurant & Raw Bar
June 22
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.
