Take the first step toward reaching your

Financial Goals

Get the information that can help you live a confident retirement.


Our seminars focus on common financial concerns that individuals and families face in retirement, things like how to prepare for unexpected medical expenses and ways to create income to help support your desired lifestyle.

Attend one of our seminars to learn how addressing these concerns can help you feel more confident about the days ahead.


August 10
Financial Workshop
6:30 pm | Kennings Circle K
August 12
Financial Workshop
6:30 pm | Kennings Circle K
September 9
An Event with Ed Slott, CPA
6:30 pm | Lawrenceburg Event Center


Light refreshments will be served.
Seats for this exclusive event are limited!

Register by Monday, Aug. 30th


Rather Meet


Schedule a meeting with one of our team to create your financial strategy today.

Or give us a call at 513.367.1113