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:
July 30
Understanding Social Security & Medicare
6:00 pm | Elizabethtown Community & Technical College – Room 112 JSO Building
August 6
Optimizing Your Retirement
6:30 pm | Malone’s
August 8
Optimizing Your Retirement
6:30 pm | Malone’s
August 13
Understanding Social Security & Medicare
6:00 pm | University of Louisville – Shelbyhurst Campus
August 15
Understanding Social Security & Medicare
6:00 pm | University of Louisville – Shelbyhurst Campus
August 20
Optimizing Your Retirement with Trivia Night
6:30 pm | Malone’s
August 22
Optimizing Your Retirement with Trivia Night
6:30 pm | Malone’s
August 27
Understanding Social Security & Medicare
6:00 pm | Elizabethtown Community & Technical College – Room 112 JSO Building
September 10
Optimizing Your Retirement
6:30 pm | Grassa Gramma
September 12
Optimizing Your Retirement
6:30 pm | Grassa Gramma
Rather meet One-on-One?
Schedule a meeting with a member of our team to create your financial strategy today.
