Attend an Event

We love sharing time and learning opportunities with our dynamic friends and clients. Won’t you join us?

September 14

The 5 Pillars of Retirement

6:00 pm | Douglas Community Center

October 1

Medicare Made Easy

6:00 pm | Indiana Wesleyan University – Louisville Education and Conference Center

October 13

Cyber Security Awareness Workshop

6:00 pm | UofL Founders Union at Shelby Campus – Room 136B

Guest Speaker Jeff Chandler

November 5

Social Security & Retirement Planning

6:00 pm | John W. Black Community Center

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Help empower your employees with the knowledge they need for a confident financial future. Have team members approaching retirement? Schedule a retirement-focused presentation today to help them plan for what’s next!
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