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 NC State
May 13th 2026 @ 1:00 pm
1011 McKimmon Street, Raleigh, NC 27606
Register
College Class: AFE Legacy & Estate Planning – Leave A Plan, Not A Puzzle At The University of Tennessee
May 19th 2026 @ 6:30 pm
2712 Neyland Drive, Knoxville, TN 37996
Register
College Class: SOFA Legacy Planning – Leave A Plan, Not A Puzzle At Roane State, Oak Ridge
May 19th 2026 @ 6:30 pm
701 Briarcliff Ave, Oak Ridge, TN 37830
Register