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 Maryville College
April 17th & 24th, 2025 @ 6:00 pm
502 E Lamar Alexander Pkwy, Bartlett Hall, Room 101, Maryville, TN 37804
Register
College Class: Estate Planning – Leave A Plan, Not A Puzzle At Pellissippi State
April 29th 2025 @ 6:30 pm
Lamar Alexander Building Room 150, 10915 Hardin Valley Road, Knoxville, TN 37932
Register
Retirement Planning Dinner Event at Rodizio Grill, Chattanooga
May 1st 2025 @ 6:30 pm
439 Broad St, Chattanooga, TN 37402
Register
Retirement Planning Dinner Event at Lonesome Dove Knoxville
May 6th 2025 @ 6:30 pm
100 N Central St, Knoxville, TN 37902
Register
College Class: Roth IRA – Another Tax Break For Americans at Maryville College
May 6th 2025 @ 6:30 pm
502 E Lamar Alexander Pkwy, Bartlett Hall, Room 101, Maryville, TN 37804
Register
College Class: Retirement Planning Today at Pellissippi State
May 8th & 15th, 2025 @ 6:00 pm
Lamar Alexander Building Room 150, 10915 Hardin Valley Road, Knoxville, TN 37932
Register
Retirement Planning Dinner Event at Dancing Bear
May 13th 2025 @ 6:30 pm
7140 E. Lamar Alexander Pkwy, Townsend, TN 37882
Register
College Class: Retirement Planning Today at The University of Tennessee
May 21st & 28th, 2025 @ 6:00 pm
2712 Neyland Drive, Knoxville, TN 37996
Register
College Class: Estate Planning – Leave A Plan, Not A Puzzle At The University Of Tennessee
May 22nd 2025 @ 6:30 pm
2712 Neyland Drive, Knoxville, TN 37996
Register