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