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, 2025 - February 11, 2025
Retirement Planning Today Classes
Lexington Chamber of Commerce
March 27, 2025 - April 8, 2025
Retirement Planning Today Classes
Midlands Technical College Harbison Campus
September 18, 2025 - September 30, 2025
Retirement Planning Today Classes
Midlands Technical College Northeast Campus
Educational Webinars:
Special Events:
January 23, 2025
Movie Night! The Psychology of Retirement
Midlands Technical College – Harbison Theatre
March 13, 2025
Movie Night! The Psychology of Retirement
Midlands Technical College – Harbison Theatre
April 17, 2025
Movie Night! The Psychology of Retirement
Midlands Technical College – Harbison Theatre
May 15, 2025
Movie Night! The Psychology of Retirement
Midlands Technical College – Harbison Theatre
September 9, 2025
Movie Night! The Psychology of Retirement
Midlands Technical College – Harbison Theatre
October 21, 2025
Movie Night! The Psychology of Retirement
Midlands Technical College – Harbison Theatre
Rather meet One-on-one?
Schedule a meeting with one of our team members to create your financial strategy today.
