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
More events are on the way! Check back soon for more information.
Past Events
January 26, 2023
2:00p - 3:00p
Demio
January 16, 2023
6:00p - 7:00p
Demio
January 10, 2023
2:00p - 3:00p
Demio
December 8, 2022
2:00p - 3:00p
Demio
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