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:

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
College Class: Roth IRA – Another Tax Break For Americans at Pellissippi State
June 3rd 2025 @ 6:30 pm
Lamar Alexander Building Room 150, 10915 Hardin Valley Road, Knoxville, TN 37932
Register
College Class: Retirement Planning Today at Roane State – Oak Ridge
June 10th & 17th, 2025 @ 6:00 pm
2712 Neyland Drive, Knoxville, TN 37996
Register
Retirement Planning Dinner Event at Emilia
June 17th 2025 @ 6:30 pm
16 Market Square, Knoxville, TN 37902
Register
College Class: Estate Planning – Leave A Plan, Not A Puzzle At Roane State Crossville
June 26th 2025 @ 6:30 pm
Academic Building - 2567 Cook Rd - Community Room, Crossville, TN 38571
Register