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: AFE Legacy & Estate Planning – Leave A Plan, Not A Puzzle At Roane State, Oak Ridge
January 15th 2026 @ 6:30 pm
701 Briarcliff Ave, Oak Ridge, TN 37830
Register
College Class: Retirement Planning Today at NC State
January 20th 2026 @ 6:00 pm
1011 McKimmon Street, Raleigh, NC 27606
Register
Retirement Planning Dinner Event at Fleming’s Raleigh, NC
January 20th 2026 @ 6:30 pm
4325 Glenwood Ave, Suite 5004, Raleigh, NC 27612
Register
College Class: Legacy Planning – Leave A Plan, Not A Puzzle At North Carolina State University
January 21st 2026 @ 6:30 pm
1011 McKimmon Street, Raleigh, NC 27606
Register
College Class: AFE Legacy & Estate Planning – Leave A Plan, Not A Puzzle At NC State
January 21st 2026 @ 6:30 pm
1011 McKimmon Street, Raleigh, NC 27606
Register
Retirement Planning Dinner Event at Fleming’s Raleigh, NC
January 22nd 2026 @ 6:30 pm
4325 Glenwood Ave, Suite 5004, Raleigh, NC 27612
Register
Retirement Planning Dinner Event at Fleming’s Knoxville
January 27th 2026 @ 6:30 pm
11287 Parkside Dr, Knoxville, TN 37934
Register
Retirement Planning Dinner Event at Fleming’s Knoxville
January 29th 2026 @ 6:30 pm
11287 Parkside Dr, Knoxville, TN 37934
Register
College Class: Retirement Planning Today at Maryville College
February 3rd 2026 @ 6:00 pm
502 E Lamar Alexander Pkwy, Bartlett Hall, Room 101, Maryville, TN 37804
Register
Retirement Planning Dinner Event at Fleming’s Knoxville
February 17th 2026 @ 6:30 pm
11287 Parkside Dr, Knoxville, TN 37934
Register