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
April 14th 2026 @ 6:30 pm
7140 E. Lamar Alexander Pkwy, Townsend, TN 37882
Register
College Class: Retirement Planning Today at Roane State, Oak Ridge
April 21st 2026 @ 6:00 pm
701 Briarcliff Ave, Oak Ridge, TN 37830
Register
College Class: AFE Legacy & Estate Planning – Leave A Plan, Not A Puzzle At Maryville College
April 23rd 2026 @ 6:30 pm
502 E Lamar Alexander Pkwy, Bartlett Hall, Room 101, Maryville, TN 37804
Register
College Class: SOFA Legacy Planning – Leave A Plan, Not A Puzzle At Pellissippi State
April 23rd 2026 @ 6:30 pm
Bill Haslam Center Room 1036, Knoxville, TN 37932
Register
College Class: AFE Legacy & Estate Planning – Leave A Plan, Not A Puzzle At Roane State, Crossville
May 7th 2026 @ 1:00 pm
Academic Building - 2567 Cook Rd - Community Room, Crossville, TN 38571
Register
Retirement Planning Dinner Event at Fleming’s Knoxville
May 7th 2026 @ 6:30 pm
11287 Parkside Dr, Knoxville, TN 37934
Register
College Class: AFE Legacy & Estate Planning – Leave A Plan, Not A Puzzle At Roane State, Crossville
May 7th 2026 @ 6:30 pm
Academic Building - 2567 Cook Rd - Community Room, Crossville, TN 38571
Register
College Class: Retirement Planning Today at NC State, Raleigh
May 11th 2026 @ 6:00 pm
1011 McKimmon Street, Raleigh, NC 27606
Register
College Class: AFE Legacy & Estate Planning – Leave A Plan, Not A Puzzle At NC State
May 12th 2026 @ 1:00 pm
1011 McKimmon Street, Raleigh, NC 27606
Register
College Class: AFE Legacy & Estate Planning – Leave A Plan, Not A Puzzle At NC State
May 12th 2026 @ 6:30 pm
1011 McKimmon Street, Raleigh, NC 27606
Register