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We host a variety of educational events throughout the year. If you are interested in attending any of our upcoming events please register below or contact our office. We hope you can join us!

Retirement Planning Today


Our next Retirement Planning Today will be in September 2024!

Reserve you seat and bring a Guest, for FREE! 

The registration LINK will be up SOON!


Dates: 

Tuesday Session - September 10th & 17th

Thursday Session - September 12th & 19th


Times: 

6:30PM – 9:30PM


Location: 

Bluegrass Community Technical College

Newtown Pike Campus

500 Newtown Pike
Lexington, Ky 40508-1207


https://www.google.com/maps?f=q&hl=en&q=500+newtown+pike,+lexington,+ky&ie=utf8&om=1


(Class is LIMITED to 40 Participants. Register ASAP to reserve you and your guest a spot!)

This highly educational and interactive course explains time-tested strategies that help you make informed retirement planning decisions. Whether your objective is to build a nest egg, protect your assets or preserve your lifestyle throughout retirement, this course helps you plan your retirement with confidence.


Topics Covered in this Course:


Section 1 – Life Planning for Retirement
Section 2 – Retirement Needs & Expenses
Section 3 – Retirement Roadblocks & Mistakes
Section 4 – Retirement Income Sources
Section 5 – Retirement Plan Distributions

Section 6 – Investments
Section 7 – Risk Management (Insurance)
Section 8 – Estate Planning


Register Online Here! 

Registration Link SOON!

or Register by Phone:

502-890-2010
Call us today with questions or to
register. We accept Visa, MasterCard,
American Express or Discover


Questions and active participation from the attendees are highly encouraged given that retirement needs are unique and based on personal circumstances. The course is open to the public and advance registration is required.

The cost of the course is $59 which includes all of your course workbooks! Participants may also bring a guest at no additional charge. Additional workbooks may be purchased for $25.

This course is educational and non-commercial. No specific financial products are discussed or sold.


Learn more

Register for an Event

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