Take the first step toward reaching your

Financial Goals

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


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.


July 23
Dinner Seminar
6:00 pm | Morton’s
July 24
Lunch and Learn
12:00 pm | Sonny’s
July 25
Dinner Seminar
6:00 pm | Morton’s
July 31
Lunch and Learn
12:00 pm | Loma’s at the Opera House
Retirement couple receiving financial services from The Family Wealth Group

Rather Meet

Schedule a meeting with one of our team to create your financial strategy today.

Or give us a call at 859.309.0349