Events in Huntsville, Alabama, and Brentwood, Tennessee
Learn, Connect and Plan with Us
Join the WG Financial Group team for educational events built to help you understand retirement, one clear conversation at a time. No pressure, just practical insight you can put to work.
Straight Talk About Retirement
Our motto is simple: Plan. Retire. Play. That starts with understanding your options. Come learn from our team of CERTIFIED FINANCIAL PLANNER® professionals, ask the questions on your mind and leave with a clearer view of the road ahead.
Our Events
Retirement is as much a mental shift as a financial one. Join us for a relaxed evening at the movies as we explore the mindset behind a fulfilling retirement and what it takes to truly enjoy the years you’ve worked so hard to reach.
Enjoy dinner with our team while we talk through what today’s economy means for your retirement. We’ll cover income strategies, market changes and tax-efficient ways to help preserve what you’ve built.
Taxes don’t stop when your paycheck does. Join us for a hands-on workshop on tax-efficient withdrawal strategies, the order in which you tap your accounts and simple moves that may help you keep more of your hard-earned savings.
Federal benefits can feel like a maze of acronyms and deadlines. Our Federal Retirement Impact Workshop, hosted by Cris Wallace, a CERTIFIED FINANCIAL PLANNER® professional, cuts through the red tape. We break down your pension, Social Security, the thrift savings plan, insurance, and more, so you understand your numbers and the choices in front of you.Register for an upcoming Federal Retirement Impact Workshop.
Upcoming Events
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