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    connect with us Phone: 502-CWC-3133 / 888-CWC-1105 / info@caseywealthconsultants.com / Visit Us!

    It can be difficult to make financial decisions without access to information.

    We’re committed to helping you make informed decisions about your financial future.

    Casey Wealth Consultants Workshops

    At Casey Wealth Consultants, we hold informational workshops for our clients and the greater community that feature information on various retirement topics. Often, our workshops 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 visit to our office whenever you attend a workshop.

    By attending a workshop or scheduling a visit, you may be offered information regarding the purchase of insurance and investment products.

    Our Calendar of Events


    Fast Track Retirement 

    Retirement TAXES Today Workshop
    Want to learn how to optimize your retirement for taxes? 
    This event will answer your most pressing questions!

    May 15th & 17th @ 6:30 
    Louisville KY 



    Fast Track Retirement
    Social Security Workshop

    Avoid Common Social Security Claiming Mistakes 
     
    June 5h & 7th @ 6:30 
    Louisville KY

     

    Empower U

    Comprehensive Retirement Planning Program 
    This is a two evening workshop for pre or post retirees

    ***Call for Dates, Times and Location***

     
     
    Seminar Registration
    Fill out my online form.
    We help create retirement income strategies for people in or nearing retirement so their retirement income lasts as long as they do.
    Evansville location is for the convenience of meeting clients only.

    We are an independent financial services firm helping individuals create retirement strategies using a variety of investment and insurance products to custom suit their needs and objectives.

    Investment advisory services offered only by duly registered individuals through AE Wealth Management, LLC (AEWM). AEWM and Casey Wealth Consultants are not affiliated companies.

    Investing involves risk, including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. None of the information contained on this website shall constitute an offer to sell or solicit any offer to buy a security or any insurance product.

    Any references to protection benefits or steady and reliable income streams on this website refer only to fixed insurance products. They do not refer, in any way, to securities or investment advisory products. Annuity guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company. Annuities are insurance products that may be subject to fees, surrender charges and holding periods which vary by insurance company. Annuities are not FDIC insured.

    The information and opinions contained in any of the material requested from this website are provided by third parties and have been obtained from sources believed to be reliable, but accuracy and completeness cannot be guaranteed. They are given for informational purposes only and are not a solicitation to buy or sell any of the products mentioned. The information is not intended to be used as the sole basis for financial decisions, nor should it be construed as advice designed to meet the particular needs of an individual's situation.

    Any media logos and/or trademarks contained herein are the property of their respective owners and no endorsement by those owners of Casey Wealth Consultants is stated or implied.

    Casey Wealth Consultants is not affiliated with the US government or any governmental agency.

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