Attend Our Next Upcoming Event

We host an array of events throughout the year designed to help you get to know us — and all we offer — better. We’d love to meet you and help you feel more confident in your journey.

kentucky-lake

January 09

Smart Retirement Tax

February 11

Smart Retirement Tax

Bowling Green, KY 42101

March 13

IRMAA Concerns

Bowling Green, KY 42101

April 03

Smart Retirement Tax

May 06

IRMAA Concerns

Bowling Green, KY 42101