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:

August 15
Harrodsburg Lunch & Learn (Inflation & Savings)
12:00 pm | Family Wealth Group Harrodsburg Office
August 16
Lexington Retirement Presentation
6:00 pm | Malone’s Prime
August 17
Harrodsburg Lunch & Learn (Market Volatility)
12:00 pm | Family Wealth Group Harrodsburg Office
August 18
Lexington Retirement Presentation
6:00 pm | Malone’s Prime
August 22
Harrodsburg Lunch & Learn (Tax Planning)
12:00 pm | Family Wealth Group Harrodsburg Office
August 23
Harrodsburg Dinner Seminar
6:00 pm | Beaumont Inn
August 24
Harrodsburg Lunch & Learn (Team Approach)
12:00 pm | Family Wealth Group Harrodsburg Office
August 29
Harrodsburg Lunch & Learn (Estate Planning in Retirement)
12:00 pm | Family Wealth Group Harrodsburg Office
August 30
Lexington Retirement Presentation
6:00 pm | Malone’s Prime
August 31
Harrodsburg Lunch & Learn (First Steps Towards Retirement)
12:00 pm | Family Wealth Group Harrodsburg 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.