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:

May 24
Lexington Retirement Presentation
6:00 pm | Malone’s Prime
Register
May 26
Lexington Retirement Presentation
6:00 pm | Malone’s Prime
Register
June 7
Georgetown Retirement Presentation
6:00 pm | Georgetown Family Wealth Group Office
Register
June 18
Retirement Lunch & Learn
12:00 pm | Malone’s Prime
Register
June 21
Lexington Retirement Presentation
6:00 pm | Malone’s Prime
Register
June 23
Lexington Retirement Presentation
6:00 pm | Malone’s Prime
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.