Menu
We host a variety of 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 are available throughout the year. For $59, attendees receive two in-person, instructor led sessions, a step-by-step process to implement after the class, and hands-on support from CFP® professionals. Participants may also bring a guest at no extra cost.
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 Management’s Lunch & Learn events offer attendees 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 and non-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.
