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: 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
College Class: Roth IRA – Another Tax Break For Americans at Maryville College
July 15th 2025 @ 6:30 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 Roane State Oak Ridge
July 15th 2025 @ 6:30 pm
701 Briarcliff Ave, Oak Ridge, TN 37830
Register
Retirement Planning Dinner Event at Bridgeman’s Chophouse, Chattanooga
July 17th 2025 @ 6:30 pm
107 W M.L.K. Blvd, Chattanooga, TN 37402
Register
College Class: Retirement Planning Today at The University of Tennessee, Knoxville
July 22nd 2025 @ 6:00 pm
2712 Neyland Drive, Knoxville, TN 37996
Register
Retirement Planning Dinner Event at Fleming’s, Knoxville
July 31st 2025 @ 6:30 pm
11287 Parkside Dr, Knoxville, TN 37934
Register
College Class: Estate Planning – Leave A Plan, Not A Puzzle At Pellissippi State
August 5th 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
August 7th & 14th, 2025 @ 6:00 pm
701 Briarcliff Ave, Oak Ridge, TN 37830
Register
Retirement Planning Dinner Event at Dancing Bear
August 12th 2025 @ 6:30 pm
7140 E. Lamar Alexander Pkwy, Townsend, TN 37882
Register
College Class: Retirement Planning Today at Maryville College
August 19th 2025 @ 6:00 pm
502 E Lamar Alexander Pkwy, Bartlett Hall, Room 101, Maryville, TN 37804
Register