Our Upcoming Events
Below are the dates for our upcoming financial workshops, client events, and educational seminars attended by our staff that we have planned or scheduled so far. More informationĀ is coming soon, but to find out more you can send us an email.
EVENTS
May 2023
May 18, 2023 – Chesapeake’s – Retirement Workshop
May 23, 2023 – Chesapeake’s – Retirement Workshop
June 2023
June 29, 2023 – Tellico Village Yacht Club – Long Term Care Workshop
August 2023
August 3, 2023 – Tellico Village Yacht Club – Retirement Workshop
August 5, 2023 – 1 – 5 pm – Summer Picnic Kingsport – Grace Meadows Farm
August 15, 2023 – Tellico Village Yacht Club – Retirement Workshop
Fall Picnic 2023 – TBA
December 2023
December 9, 2023 – Christmas Party – Knoxville – TBA
December 3 – Christmas Party – Kingsport – Carnegie Hotel – TBA
February 2024
Annual Valentine’s Day Memorial Luncheon – TBA
STAFF SEMINARS
April 2023
April 27 – 29, 2023 – Ed Slott’s Elite and Master Elite IRA Advisor Group Spring Workshop – National Harbor, MD