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 Fleming’s Knoxville
April 30th 2024 @ 6:30 pm
11287 Parkside Dr, Knoxville, TN 37934
Register
Retirement Planning Dinner Event at Ruth’s Chris Chattanooga
May 2nd 2024 @ 6:30 pm
2321 Lifestyle Way, Chattanooga, TN 37421
Register
College Class: Retirement Planning Today at The University of Tennessee Knoxville
May 4th & 11th, 2024 @ 9:00 am
2712 Neyland Drive, Knoxville, TN 37996
Register
College Class: Roth IRA – Another Tax Break For Americans at Maryville College
May 9th 2024 @ 6:30 pm
502 E Lamar Alexander Pkwy, Bartlett Hall, Room 101, Maryville, TN 37804
Register
Retirement Planning Dinner Event at Fleming’s Knoxville
May 14th 2024 @ 6:30 pm
11287 Parkside Dr, Knoxville, TN 37934
Register
Retirement Planning Dinner Event at Fleming’s Knoxville
May 16th 2024 @ 6:30 pm
11287 Parkside Dr, Knoxville, TN 37934
Register
Retirement Planning Dinner Event at Bistro By The Tracks Knoxville
May 30th 2024 @ 6:30 pm
5448 Homberg Drive, Knoxville, TN 37919
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College Class: Retirement Planning Today at Roane State (Oak Ridge Campus)
June 11th & 18th, 2024 @ 6:00 pm
701 Briarcliff Ave, Oak Ridge, TN 37830
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College Class: Retirement Planning Today at Roane State (Crossville Campus)
June 13th & 20th, 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 Community College
June 13th 2024 @ 6:30 pm
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