WORKSHOPS

Our workshops focus on common financial concerns that individuals and families face in retirement including things like how to prepare for unexpected medical expenses and ways to create income to help support your desired lifestyle.

 

Attend one of our workshops to learn how addressing these concerns

can help you feel more confident about the days ahead.

UPCOMING WORKSHOPS:

College Class: Retirement Planning Today at Roane State, Oak Ridge
February 20th & 27th, 2025 @ 6:00 pm
701 Briarcliff Ave, Oak Ridge, TN 37830
Register
Retirement Planning Dinner Event at Bridgeman’s Chophouse Chattanooga
February 27th 2025 @ 6:30 pm
107 W M.L.K. Blvd, Chattanooga, TN 37402
Register
Retirement Planning Dinner Event at Emilia Knoxville
March 6th 2025 @ 6:30 pm
16 Market Square, Knoxville, TN 37902
Register
College Class: Retirement Planning Today at Pellissippi State
March 20th & 27th, 2025 @ 6:00 pm
Lamar Alexander Building Room 150, 10915 Hardin Valley Road, Knoxville, TN 37932
Register
College Class: Roth IRA – Another Tax Break For Americans at Roane State Oak Ridge
March 25th 2025 @ 6:30 pm
701 Briarcliff Ave, Oak Ridge, TN 37830
Register
College Class: Retirement Planning Today at Maryville College
April 17th & 24th, 2025 @ 6:00 pm
502 E Lamar Alexander Pkwy, Bartlett Hall, Room 101, Maryville, TN 37804
Register