Take the first step toward reaching your

Financial Goals

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

Attend an Event

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.

Upcoming Events:

August 5
Lexington Retirement Seminar
6:00 pm | Malone’s Prime
August 21
Retirement Luncheon
12:00 pm | Malone’s Prime
August 24
Berea Retirement Seminar
6:30 pm | Boone Tavern
August 26
Berea Retirement Seminar
6:30 pm | Boone Tavern
August 30
Georgetown Retirement Seminar
6:00 pm | Georgetown Family Wealth Group Office
Retirement couple receiving financial services from The Family Wealth Group

Ready to take
The Next Step?

For more information about any of our products and services, schedule a meeting today or register to attend a seminar.

Or give us a call at 859.309.0349.