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 Tusculum University in Greeneville
October 15th & 22nd, 2024 @ 6:00 pm
212 Shiloh Rd., Chalmer's Room in Niswonger Building, Greeneville, 37745
Register
College Class: Roth IRA – Another Tax Break For Americans at Miller-Motte College in Chattanooga
November 7th 2024 @ 6:30 pm
6397 Lee Highway, Suite 100, Chattanooga, TN 37421
Register
Retirement Planning Dinner Event at Bistro By The Tracks
November 12th 2024 @ 6:30 pm
5448 Homberg Drive, Knoxville, TN 37919
Register
College Class: Retirement Planning Today at Roane State in Crossville
November 14th & 21st, 2024 @ 6:00 pm
Academic Building - 2567 Cook Rd - Community Room, Crossville, TN 38571
Register
College Class: Roth IRA – Another Tax Break For Americans at Pellissippi State in Knoxville
November 19th 2024 @ 6:30 pm
Lamar Alexander Building Room 150, 10915 Hardin Valley Road, Knoxville, TN 37932
Register
College Class: Retirement Planning Today at the University of Tennessee Knoxville
December 3rd & 10th, 2024 @ 6:00 pm
2712 Neyland Drive, Knoxville, TN 37996
Register
College Class: Retirement Planning Today at Maryville College
December 5th & 12th, 2024 @ 6:00 pm
502 E Lamar Alexander Pkwy, Bartlett Hall, Room 101, Maryville, TN 37804
Register
Retirement Planning Dinner Event at Dancing Bear Lodge Townsend
December 10th 2024 @ 6:30 pm
7140 E. Lamar Alexander Pkwy, Townsend, TN 37882
Register