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:
Educational Webinars:
Special Events:
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
April 26
Family Picnic
May 15
Movie Night! The Psychology of Retirement
Midlands Technical College – Harbison Theater
June 13
Volunteer Day: Mission Lexington
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.