Events

We’re committed to helping you make informed decisions about your financial future. We invite all clients, referrals and visitors to attend our events.

Virtual Webinars, Seminars, Workshops, and Group Classes

 

At Retirement Specialty Group, we hold informational workshops and seminars for our clients and the greater community that feature information on specific financial topics. Often, our workshops and seminars include guest speakers and special activities as well as take-home materials. We strive to keep you up-to-date on issues that matter to you, your family and your financial well-being. Feel free to schedule a one-on-one, no-obligation meeting whenever you attend a workshop or seminar.

Click on event date to register online or call
931-738-4733 to register by phone.

REGISTER FOR AN EVENT

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Do you currently work with a Financial Advisor?

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Although seminars and workshops are complimentary to the public, they are meant for individuals 55+ who are planning to retire soon or are in retirement. We do not discuss issues regarding disability or medicare. Please refer to the Social Security Administration regarding these topics.

All events require pre-registration and must be confirmed by one the RSG staff members prior to the event.
Seating is limited. If you have attended a seminar or workshop in the past 12 months, we ask that you not attend to allow others in need of financial information and/or advice to attend.  If you are a financial advisor or in the financial services industry we ask that you extend a courtesy to others and not attend.  RSG reserves the right to refuse admittance to anyone.  

At Retirement Specialty Group, we can offer you the following products and services:

(Click the images below to learn more about each service)

Annuities

wealth management

asset protection

life insurance

retirement income strategies

tax-efficient strategies

long term care strategies

ira & 401 (k) rollovers

legacy planning

We can also refer you to professionals who provide the following services:

» Trusts » Probate » Charitable Giving » Estate Planning » Tax Planning

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