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Upcoming Courses

It can be difficult to make financial decisions without access to the right information. We're committed to helping you make informed decisions about your financial future.

Retirement Planning Courses

Bob Fugate regularly teaches retirement planning courses at community colleges around East Tennessee. These are typically held in two- or three-hour increments one night a week for two or three weeks. These events are a great opportunity to learn about the different components of retirement planning in great detail, and we work hard to fill them with up-to-date information that will empower you to make the best decisions for your retirement.

At one of these courses, you may also set a date for a complimentary consultation in our office, where we will confidentially review your situation and stress test your portfolio.

Select a date from the calendar below to reserve a seat for yourself and your spouse at one of our upcoming courses, and we will send you a complimentary Retirement Planning Starter Kit with several informative documents to help get you started.
 

Our Calendar of Events

This Informational Retirement Planning Seminar is being hosted by Investment Adviser Representative and Insurance Professionals Bob Fugate and/or John Vandergriff of Blue Ridge Wealth Planners. Blue Ridge Wealth Planners, its agents and/or representatives and this seminar are not affiliated with or endorsed by theUniversity of Tennessee, Roane State Community College or the University of Tennessee at Chattanooga.

By providing your contact information, you may be offered information regarding the purchase of insurance and investment products.

Any comments regarding safe and secure investments, and guaranteed income streams refer only to fixed insurance products. They do not refer, in any way, to securities or investment advisory products. Fixed Insurance and Annuity product guarantees are subject to the claims-paying ability of the issuing company and are not offered by Blue Ridge Wealth Planners or Madison Avenue Securities, LLC (MAS).

Investment advisory services offered through Blue Ridge Wealth Planners, a Registered Investment Advisor. Securities offered through Madison Avenue Securities, LLC (MAS), member FINRA/SIPC. MAS and Blue Ridge Wealth Planners are not affiliated companies.

Brad Fugate - TN, GA, FL, TX
Bob Fugate -TN, GA, FL, TX
John Vandergriff - TN, GA, FL, TX
Chris Gee - TN, GA