Events
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.