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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.

Foundations of Retirement - 2 night workshop!

February 18th at 6:30 pm - 8:30 pm

2 Locations to choose from! These are 2 night classes, different topics covered on each night.
Cleveland State Community College - Feb 18 & 25 6:30 to 8:30 PM
UT @ Chattanooga - Feb 19 & 26 6:30 to 8:30 PM

Click HERE to visit our Facebook page for more info regarding locations and dates.

For questions feel free to contact us!