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, TN
August 18th 2026 @ 6:30 pm
11287 Parkside Dr, Knoxville, TN 37934
Register
Retirement Planning Dinner Event at Dancing Bear
August 25th 2026 @ 6:30 pm
7140 E. Lamar Alexander Pkwy, Townsend, TN 37882
Register
College Class: AFE Legacy & Estate Planning – Leave A Plan, Not A Puzzle at Walters State, Morristown
August 26th 2026 @ 6:30 pm
500 South Davy Crockett Parkway, Morristown, TN 37813
Register
College Class: AFE Legacy & Estate Planning – Leave A Plan, Not A Puzzle at Walters State, Morristown
September 3rd 2026 @ 6:30 pm
500 South Davy Crockett Parkway, Morristown, TN 37813
Register
Retirement Planning Dinner Event at Emilia | Knoxville, TN
September 10th 2026 @ 6:30 pm
16 Market Square, Knoxville, TN 37902
Register
Retirement Planning Dinner Event at Fleming’s | Knoxville, TN
October 15th 2026 @ 6:30 pm
11287 Parkside Dr, Knoxville, TN 37934
Register
Retirement Planning Dinner Event at Fleming’s | Knoxville, TN
October 22nd 2026 @ 6:30 pm
11287 Parkside Dr, Knoxville, TN 37934
Register
Retirement Planning Dinner Event at Dancing Bear
December 8th 2026 @ 6:30 pm
7140 E. Lamar Alexander Pkwy, Townsend, TN 37882
Register