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    Events

    To RSVP or for more information, please call Nicole at 859-309-0349.
    Don't see one you can attend? Contact us for future dates & locations!

    Our client events, appreciation events, speaking engagements and presentations provide an opportunity for you to receive additional financial education at no cost. We offer informational seminars and guest speakers as well as educational handouts, reference materials and product literature.

    We invite all clients, referrals and visitors to attend our events. Please take the opportunity at these events to request a private consultation scheduled at your convenience.

    Upcoming Events

    Please call (859) 309-0349 for more information! Dates and times are currently being booked.
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    Our primary focus is to provide more stable, consistent income and a greater level of safety and predictability for our clients' lives.
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    In the Community
    View photos from our most recent event with Kentucky Cancerlink.
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    Upcoming Events
    View our calendar of upcoming events. We invite all clients, referrals and visitors to attend our events.
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    Investment Advisory Services offered by FWG Investments LLC, a KY-registered Investment Advisor, through AE Wealth Management, LLC.

    *Guarantees provided by insurance products are backed by the claims paying ability of the issuing carrier.

    The 10 Things to Know About Planning Your Retirement Income Report is provided for informational purposes only. It is not intended to provide tax or legal advice. By requesting this report you may be provided with information regarding the purchase of insurance products in the future.