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Upcoming Events

More events are on the way! Check back soon for more information.

Past Events

July 17, 2023

12:00p - 1:00p

In-person at Thoroughbred Asset Management Office and online

Retired. Now What?

Do you have a distribution plan? This class covers how to navigate the complexities of retirement planning and may help you get your finances in order. Lunch will be provided to in-person participants. Join this complimentary class to learn about...

May 18, 2023

11:00a - 2:00p

Thoroughbred Asset Management Office

Community Health Fair

Maintaining your health is one of the most important responsibilities you'll be tasked with and there are a lot of factors to staying healthy, including financial wellness. Which is why we are hosting a Community Health Fair. This in-person event will include...

April 29, 2023

9:30a - 11:00a

Thoroughbred Asset Management Office

Breakfast with Beneficiaries

Valued Clients, we invite you and your beneficiaries to spend a morning with us. Bring in your current beneficiaries so we can get to know them and treat them to breakfast. We can answer any plan questions you or they may have and put your mind at ease, knowing your assets are in good hands.

Event Registration