Broker Check
22 Feb
2024 Kickoff ALL Client Event!


Save the Date!  As this new year unfolds, we find ourselves filled with gratitude for our incredible clients! We are excited to extend an invitation to you and a guest for our first Client Event of 2024!

Our event will take place on Thursday, February 22nd from 6:30 PM to 8:30 PM at the Historic Lexington landmark, The Campbell House in the Rockbridge Room 

John Davis and Josh Dunn will share brief insights on market updates, financial trends, and also a look into Washington since it is an election year. But mostly this will be a laid-back opportunity to enjoy dinner, drinks and socializing with other members of our Legacy Wealth family!

Please RSVP by 2/17 to reserve your seats for you and your guest. When reserving the spot for you guest, please be sure to add that person as an additional guest so that we can get an accurate head count.

We are so looking forward to seeing each of you there!

*Securities offered through IFP Securities, LLC, dba Independent Financial Partners (IFP), member FINRA/SIPC. Investment advice offered through IFP Advisors, LLC, dba Independent Financial Partners (IFP), a Registered Investment Advisor. IFP and Legacy Wealth Management are separate entities. The information contained in this message may be CONFIDENTIAL and is for the intended addressee only. Any unauthorized use, dissemination of the information, or copying of this message is prohibited. If you are not the intended addressee, please notify the sender immediately and delete this message.

Date and Time

Thu, Feb 22, 2024

6:30p - 8:30p EST


The Campbell House

1375 South Broadway Rd.
Lexington, KY 40504


Our event will be held in The Rockbridge Room at The Campbell House. Thursday, February 22nd, 6:30 PM - 8:30 PM. There is ample parking onsite!

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