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Events

Be watching for these upcoming events!

We frequently host educational seminars and workshops that cover a number of financial topics. Some topics include, but are not limited to, Social Security, tax planning strategies for investments, retirement planning, and estate planning strategies.

We also believe that seniors are a vital part of our community. Each year we offer activities and sponsor events that seniors can participate in. These activities include senior scramble golf tournaments, lunch and learns, and charity events. We are the official sponsor of the Senior Living Expo that is held in the spring each year.

Tune in to Mix 104.1 FM every Thursday morning at 7:15 to hear Wendy and Lindsey Hughes cover local community events.

"The New Reality in Our Retirement" Education Course Session 2

April 23rd at 6:30 pm - 8:45 pm

Cleveland State Community College
Career Education Building - Room E105
3535 Adkisson Drive NW
Cleveland, TN 37312
Please Visit the Tri-State Education Center Tab for More Information About Educational Events

"The New Reality in Our Retirement" Education Course Session 1

April 24th at 6:30 pm - 8:45 pm

University of Tennessee Chattanooga
University Center - Ocoee Room
642 E 5th Street
Chattanooga, TN 37403
Please Visit the Tri-State Education Center Tab for Information About Educational Events

The New Reality in our Retirement Educational Course - Session 2

April 26th at 6:30 pm - 8:45 pm

University of Tennessee Chattanooga
University Center
642 E 5th Street
Chattanooga, TN 37403
Please Visit the Tri-State Education Center Tab for More Information About Educational Events