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

Upcoming Events:

October 21
Georgetown Retirement Seminar
6:00 pm | Georgetown Family Wealth Group Office
Register
October 26
Louisville Retirement Seminar
6:00 pm | Malone’s Prime Louisville
Register
October 26
Lexington Retirement Seminar
6:00 pm | Malone’s Prime
Register
October 29
Understanding Social Security Seminar
10:30 am | Marriot Griffin Gate Grand Ballroom
Register
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.

Schedule a Meeting

Or give us a call at 859.309.0349.