Events

We strive to provide our community with the most up-to-date information on Retirement & Income Planning.  We want you to get the most out of your retirement, and want to impart as much information as we can to you in order to make your retirement planning as simple as possible.  If you'd like more information on our Retirement Made SIMPLE™ process, or have questions about your retirement goals, please come join us at one of the following special events!

Upcoming Events

December 8, 2022

2:00p - 3:00p

Demio

Register

Past Events

December 6, 2022

6:00p - 7:00p

Demio

December 1, 2022

2:00p - 3:00p

Demio

November 14, 2022

6:00p - 9:00p

UofL ShelbyHurst Campus

November 10, 2022

6:00p - 9:00p

UofL ShelbyHurst Campus

November 7, 2022

6:00p - 9:00p

UofL ShelbyHurst Campus

November 3, 2022

6:00p - 9:00p

UofL ShelbyHurst Campus

May 31, 2022

11:00a - 12:00p

Demio

May 26, 2022

1:00p - 2:00p

Demio

May 24, 2022

1:00p - 2:00p

Demio

November 4, 2021

1:00p - 2:00p

Demio

October 28, 2021

6:00p - 8:00p

Mitchell's Fish Market

October 5, 2021

1:00p - 2:00p

Demio

Social Security Webinar 10/5 @ 1:00 pm

Complimentary Online Social Security Webinar 10/5 @ 1:00 pm

August 10, 2021

6:00p - 7:00p

Martinis Italian Bistro

August 3, 2021

6:00p - 7:00p

Martini's Italian Bistro

July 31, 2021

9:00a - 5:00p

Middletown Plaza

July 29, 2021

11:00a - 12:00p

Demio

July 20, 2021

6:00p - 7:00p

Demio

July 13, 2021

6:00p - 7:00p

Demio

May 11, 2021

6:00p - 7:00p

Demio

May 4, 2021

6:00p - 7:00p

Demio

April 27, 2021

6:00p - 7:00p

Demio

April 15, 2021

6:00p - 7:00p

Demio

April 13, 2021

6:00p - 7:00p

Demio

April 6, 2021

6:00p - 7:00p

Demio

April 1, 2021

6:00p - 7:00p

Demio

March 2, 2021

6:00p - 7:00p

Demio

February 23, 2021

6:00p - 7:00p

Demio

February 9, 2021

6:00p - 7:00p

Demio

January 26, 2021

6:00p - 7:00p

Demio

January 19, 2021

6:00p - 7:00p

Demio

January 12, 2021

6:00p - 7:00p

Demio

December 8, 2020

6:00p - 7:00p

Demio

December 1, 2020

6:00p - 7:00p

Demio

November 17, 2020

6:00p - 7:00p

Demio

October 20, 2020

6:00p - 7:00p

Demio

October 6, 2020

6:00p - 7:00p

Demio

September 29, 2020

6:00p - 7:00p

Demio

September 22, 2020

2:00p - 3:00p

Demio

September 15, 2020

11:00a - 12:00p

Demio

September 8, 2020

6:00p - 7:00p

Demio

August 25, 2020

11:00a - 12:00p

Webinar

August 18, 2020

6:00p - 7:00p

Webinar

August 11, 2020

6:00p - 7:00p

Webinar

July 28, 2020

11:00a - 1:00p

Webinar

July 21, 2020

6:00p - 7:30p

Webinar

July 14, 2020

6:00p - 7:30p

Webinar

July 18, 2019

6:30p - 9:45p

Old Stone Inn & Tavern

Today's Retirement Challenges June 18th

You are cordially invited to attend this COMPLIMENTARY DINNER PRESENTATION. This event is by invitation only. We’ve enclosed two (2) complimentary tickets for you and your adult guest to join us at Old Stone Inn & Tavern in Simpsonville. Call today to RSVP at 800-339-7882 or register online at Event.YesRSVP.com RSVP Code 160073

Event Registration