Take the first step toward reaching your Financial Goals

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

Attend an Event

Our presentations provide individuals with an overview of what to consider when looking at retirement

Upcoming Events:

December 14
Harrodsburg Dinner Presentation
6:00 pm | Beaumont Inn
January 13, 2024
Lexington Lunch & Learn Presentation
12:00 pm | Marriott Griffin Gate
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.