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:

October 24
Lexington Dinner Presentation
6:30 pm | Embassy Suites
Register
October 30
Georgetown Dinner Presentation
6:00 pm | Family Wealth Group Georgetown Office
Register
November 14
Lexington Dinner Presentation
6:30 pm | Embassy Suites
Register
November 20
Georgetown Dinner Presentation
6:00 pm | Family Wealth Group Georgetown Office
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.