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:

April 13
Harrodsburg Dinner Presentation
6:00 pm | Beaumont Inn
April 17
Harrodsburg Lunch & Learn (Tax Planning)
12:00 pm | Family Wealth Group Harrodsburg Office
April 22
Lexington Retirement Lunch & Learn
12:00 pm | Marriott Griffin Gate
April 25
Lexington Dinner Presentation
6:00 pm | Marriott Griffin Gate
April 27
Georgetown Dinner Presentation
6:00 pm | Family Wealth Group Georgetown Office
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.