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: Roth IRA – Another Tax Break For Americans at Roane State (Oak Ridge Campus)
July 23rd 2024 @ 6:30 pm
701 Briarcliff Ave, Oak Ridge, TN 37830
College Class: Roth IRA – Another Tax Break For Americans at Maryville College
August 8th 2024 @ 6:30 pm
502 E Lamar Alexander Pkwy, Bartlett Hall, Room 101, Maryville, TN 37804
Retirement Planning Dinner Event at Fleming’s Knoxville
August 15th 2024 @ 6:30 pm
11287 Parkside Dr, Knoxville, TN 37934
College Class: Retirement Planning Today at Tusculum University in Greeneville
August 20th & 27th, 2024 @ 6:00 pm
212 Shiloh Rd., Chalmer's Room in Niswonger Building, Greeneville, 37745
Retirement Planning Dinner Event at Fleming’s Knoxville
August 22nd 2024 @ 6:30 pm
11287 Parkside Dr, Knoxville, TN 37934
College Class: Retirement Planning Today at The University of Tennessee Knoxville
August 29th & 5th, 2024 @ 6:00 pm
2712 Neyland Drive, Knoxville, TN 37996
College Class: Retirement Planning Today at Maryville College
September 10th & 17th, 2024 @ 6:00 pm
502 E Lamar Alexander Pkwy, Bartlett Hall, Room 101, Maryville, TN 37804
College Class: Retirement Planning Today at Roane State (Oak Ridge Campus)
September 12th & 19th, 2024 @ 6:00 pm
701 Briarcliff Ave, Oak Ridge, TN 37830