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Legacy Wealth Upcoming
Client Events

We host a variety of client events throughout the year to supplemental our personalized approach to financial planning, accumulation, and preservation to help our clients secure their life’s aspirations.
Retirement Planning Classes

It’s Your Retirement. Let’s Secure It.

Retirement is an exciting new chapter of life, and Legacy Wealth Management is here to help individuals and families embrace it fully. Our Retirement Classes are structured to be interactive and provide you with practical information to help you make informed retirement planning decisions.

Whether your objective is to build a nest egg for retirement, protect your assets, or preserve your lifestyle throughout retirement, our Retirement Planning Classes can help you plan your retirement with confidence.

A financial planning and retirement workbook with examples and illustrations is included with the course and is yours to keep. Written in easy-to-understand terms, it provides a step-by-step process to apply your knowledge and becomes a useful reference tool after the course is complete.

Questions and active participation from the attendees are highly encouraged given that retirement needs are unique and based on personal circumstances. You’ll gain the confidence to start making informed decisions and the freedom to enjoy the life you’ve worked so hard to build.

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01Planning Ahead for Retirement

Planning ahead before retirement time can make a meaningful difference in your long-term security. We’ll help you understand why thoughtful, proactive planning is essential as you prepare to transition from earning a paycheck to relying on your savings. By taking time to assess your goals, identify potential gaps, and make strategic decisions, you’ll reduce uncertainty and gain greater confidence in your ability to retire on your terms. We’ll even explore how to assess the option of early retirement.
It’s vital to create a reliable and sustainable income strategy once you stop working. We’ll cover common retirement income sources such as Social Security, pensions, withdrawals from retirement accounts, and other savings or investments—and discuss how each fits into your overall plan. We’ll help you understand how to balance these income streams, manage timing and taxes, and the importance of aligning your resources with your lifestyle goals throughout retirement.
It’s important to understand the full scope of your spending during retirement—from essential ongoing costs like housing, food, and healthcare to lifestyle expenses such as travel, hobbies, or even a vacation home. By identifying and estimating these expenses early, you’ll gain a clearer picture of the income you’ll need to support the retirement you envision. We’ll set you on the road to prioritizing goals, planning for inflation, and building a strategy that balances your needs and dreams with long-term financial sustainability.
As you move from the accumulation phase of your financial life into the distribution phase your investment strategy will need to be adjusted. In the years leading up to retirement, your portfolio is typically more growth-oriented, designed to build wealth over time. As retirement approaches, the focus begins to shift—away from maximizing returns and toward generating reliable income, preserving capital, and managing risk. We will help you understand how to rebalance your portfolio to align with evolving goals, reduce exposure to market volatility, and create an asset mix that supports steady withdrawals to meet your income needs throughout retirement.

Timing and tax strategy play a critical role when withdrawing funds from your retirement accounts. Distributions from IRAs, 401(k)s, and other tax-deferred accounts can significantly impact your overall tax liability and the longevity of your savings. We’ll help you understand required minimum distributions (RMDs), the benefits of strategic withdrawal sequencing, and how to plan distributions in a way that maximizes income while minimizing unnecessary taxes—so your retirement funds last as long as you need them.

Common challenges that can threaten your financial stability in retirement, include rising inflation, market volatility, and unexpected expenses like medical emergencies or home repairs. These roadblocks can disrupt even the most well-intentioned plans if not accounted for in advance. We’ll show you how an integrated financial plan—one that includes risk management, flexible income strategies, and emergency reserves—can help you navigate uncertainty and stay on track toward your long-term goals with greater confidence and resilience.

Protecting your financial well-being against potential threats like rising healthcare costs, long-term care needs, and market downturns during retirement is extremely important. Proactive financial planning can reduce vulnerability and create a more stable, secure retirement experience. We’ll explore how a thoughtful mix of insurance solutions—such as long-term care and Medicare planning—combined with a well-structured investment strategy can help safeguard your retirement income.
As you prepare for and move through retirement, having clear plans for how your assets will be managed, distributed, and protected becomes increasingly important—for both your peace of mind and your family’s future. We’ll guide you through when to begin estate planning, the importance of documents like wills, trusts, and powers of attorney, and why aligning your estate plan with your financial goals ensures your legacy is passed on according to your wishes.
Opportunities to Learn More

Lunch & Learn Events

Legacy Wealth Management’s Lunch & Learn events offer clients a relaxed, informative setting to explore key financial planning topics and stay up to date on market trends that may impact their goals. These sessions are designed to provide valuable education, foster open discussion, and help clients make more informed decisions about their financial futures. They also offer a chance to connect directly with the Legacy Wealth Management team, ask timely questions, and receive thoughtful guidance on concerns that matter most in today’s evolving financial landscape.
Legacy Wealth - Client Events - Lunch and earn Oct 2024

Lunch and Learn – October 2024

Lunch and Learns are intimate quarterly sessions designed for you to enjoy a delicious lunch on us, connect with fellow clients, and delve into some financial topics/overviews from our expert wealth advisors, John Davis and Josh Dunn. We'll be unraveling the key challenges that retirees commonly face, sharing insights and strategies to help you navigate these potential pitfalls on your journey to a well-planned retirement!
Legacy Wealth - Client Events - Lunch and Learn June 2024

Lunch and Learn – June 2024

Our next Lunch and Learn is just around the corner! The topic for our June Lunch & Learn will be all about the process of Estate Planning.
Legacy Wealth - Client Events - Halftime 2024

All Client Halftime Event! 2024

All of our clients are welcome to join us for our 2024 Halftime event this August. We hope you can make it.
Legacy Wealth - Client Events - Kickoff 2024

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!
Creating Partnerships for Life

Other Client Events

Partnering with our clients means more than just meeting for periodic financial reviews—it’s about building lasting relationships rooted in ongoing communication and shared purpose. Our client events are designed to help us stay in touch and keep up with what matters most to you, while also keeping a pulse on what’s happening in our Central Kentucky community. Whether it’s networking with fellow investors, sharing a meal, or getting insights into market updates and local economic trends, we create opportunities to connect meaningfully—with a little bit of fun along the way. Because for us, true partnership means walking alongside you, both in planning and in life.
Legacy Wealth - Client Events - Halftime 2024

All Client Halftime Event! 2024

All of our clients are welcome to join us for our 2024 Halftime event this August. We hope you can make it.
Legacy Wealth - Client Events - Kickoff 2024

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!

Enjoy the Life
You've Built.

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Start Your Legacy Journey Today

Start Your Legacy Journey Today