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 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:
Tax Planning Seminars:
January 30 - February 11
Retirement Planning Today Classes
Residence Inn Lexington
March 27 - April 8
Retirement Planning Today Classes
Midlands Technical College Harbison Campus
September 18 - September 30
Retirement Planning Today Classes
Midlands Technical College Northeast Campus
Educational Webinars:
Special Events:
January 23
Movie Night! The Psychology of Retirement
Regal Columbiana Grande
March 13
Movie Night! The Psychology of Retirement
Midlands Technical College – Harbison Theater
April 17
Movie Night! The Psychology of Retirement
Midlands Technical College – Harbison Theater
May 15
Movie Night! The Psychology of Retirement
Midlands Technical College – Harbison Theater
September 9
Movie Night! The Psychology of Retirement
Midlands Technical College – Harbison Theater
October 21
Movie Night! The Psychology of Retirement
Midlands Technical College – Harbison Theater
Rather meet One-on-one?
Schedule a meeting with one of our team members to create your financial strategy today.
