Upcoming Seminars

Join our professional educators for an upcoming workshop in your area.

Legacy Planning

John Vandergriff
May 19
🕒10:00 PM
📍
Roane State
701 Briarcliff Ave

SOFA Legacy & Estate Planning – Leave A Plan, Not A Puzzle

Legacy Planning

Bob Fugate, CFP®
May 19
🕒10:00 PM
📍
The University of Tennessee - UT Culinary Institute and Creamery
2712 Neyland Drive

AFE Legacy & Estate Planning – Leave A Plan, Not A Puzzle

Retirement Planning Today

Bob Fugate, CFP®
Jun 11
🕒10:00 PM
📍
The University of Tennessee - UT Culinary Institute and Creamery
2712 Neyland Drive

Retirement Planning Today® is designed for adults age 50 to 70 who want to make informed decisions and take control of their financial future, whether retirement is around the corner or still a few years away.

Legacy Planning

John Vandergriff
Jun 16
🕒10:00 PM
📍
Pellissippi State Community College
10915 Hardin Valley Rd

SOFA Legacy & Estate Planning – Leave A Plan, Not A Puzzle

Estate and Legacy Planning

Bob Fugate, CFP®
Jun 30
🕒10:00 PM
📍
The University of Tennessee - UT Culinary Institute and Creamery
2712 Neyland Drive

AFE Legacy & Estate Planning – Leave A Plan, Not A Puzzle

Retirement Planning Today

Bob Fugate, CFP®
Jul 7
🕒10:00 PM
📍
NC State - McKimmon Conference & Training Center
1101 Gorman Street

Retirement Planning Today® is designed for adults age 50 to 70 who want to make informed decisions and take control of their financial future, whether retirement is around the corner or still a few years away.

Retirement Planning Dinner Seminar

John Vandergriff
Jul 7
🕒11:00 PM
📍
Fleming's Steakhouse
4325 Glenwood Ave Suite 5004

Join Blue Ridge Wealth planners for an educational evening with complimentary meal where we will discuss retirement planning, tax considerations, and estate planning.

Legacy Planning

Bob Fugate, CFP®
Jul 8
🕒10:00 PM
📍
NC State - McKimmon Conference & Training Center
1101 Gorman Street

AFE Legacy & Estate Planning – Leave A Plan, Not A Puzzle

Retirement Planning Dinner Seminar

John Vandergriff
Jul 8
🕒11:00 PM
📍
Fleming's Steakhouse
4325 Glenwood Ave Suite 5004

Join Blue Ridge Wealth planners for an educational evening with complimentary meal where we will discuss retirement planning, tax considerations, and estate planning.

Retirement Planning Dinner Seminar

John Vandergriff
Jul 9
🕒11:00 PM
📍
Fleming's Steakhouse
4325 Glenwood Ave Suite 5004

Join Blue Ridge Wealth planners for an educational evening with complimentary meal where we will discuss retirement planning, tax considerations, and estate planning.

Blue Ridge Wealth Q2 Lunch & Learn

Joseph Haas, CFA
Jul 22
🕒4:00 PM
📍
Blue Ridge Wealth Planners Office
9725 Cogdill Rd, Suite 101

Join Blue Ridge Wealth Planners for a look back at Q2 and what's ahead in the market.

Blue Ridge Wealth Q2 Lunch & Learn

Joseph Haas, CFA
Jul 29
🕒4:00 PM
📍
Blue Ridge Wealth Planners Office
9725 Cogdill Rd, Suite 101

Join Blue Ridge Wealth Planners for a look back at Q2 and what's ahead in the market.

Test Event

Bob Fugate, CFP®
Aug 31
🕒6:00 PM
📍
Blue Ridge Wealth Planners Office
9725 Cogdill Rd, Suite 101

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