Family Wealth Strategies

Our office will be closed on Monday, September 7th, in observance of Labor Day! 🇺🇸

Enjoy the extra day off — and maybe dream a little about the day when Mondays become permanently optional. 😉

Have a safe and relaxing long weekend! We’ll be back Tuesday.

We had so much fun with the DSL crew!

We had a fantastic turnout yesterday for our Maximizing Social Security Educational Workshop at UofL Shelby Campus! 📚🥐

We were excited to bring in trusted Social Security professional Marc Kiner to share his knowledge and help attendees better understand Social Security and the important role it can play in retirement planning.

At Family Wealth Strategies, education (and pastries 😉) are at the heart of what we do. We love creating opportunities for our community to learn, ask questions, and feel more informed about the decisions ahead.

Thank you to everyone who joined us!

Want to attend our next complimentary educational event? Visit the Events tab on our website and register today: www.myfws.com

☀️ Summer Fun Week with Down Syndrome of Louisville! 💙💛

Our Family Wealth Strategies team had the BEST time volunteering with Down Syndrome of Louisville for Summer Fun Week. It was 'Dress Wacky' Day for the DSL crew - how fun!

Our team jumped in at different stations throughout the day—✈️ making paper airplanes, 📿 crafting beaded bracelets and keychains, and even 🎰 acting as human slot machines (yes, it was just as fun as it sounds!).

It’s always such a pleasure spending time with the incredible DSL crew and being part of the fun. Thank you for having us—we’re already looking forward to coming back soon! 💙

Remember when calling a business meant talking to an actual person? Around here, it still does.

When you call Family Wealth Strategies during business hours, you'll reach a member of our local team—not an endless maze of automated prompts.

Because when you have a question about something as personal as your financial future, sometimes you just want to talk to a person who’s ready to listen.

Technology has its place. So does the human touch.

Retirement planning is personal. We think your experience should be, too.

www.myfws.com - 502-749-1439

What an incredible turnout at our Educational Retirement Planning Workshop in Oldham County earlier this week! 🎉

A huge thank you to everyone who joined us. We had a wonderful evening filled with great questions, meaningful conversations, and yes... we made our way through three dozen delicious cinnamon rolls and muffins from the amazing Dough Baby Donuts LLC of La Grange. They definitely made the evening even sweeter! 🧁

If you weren't able to attend this workshop, don't worry—we'd love to see you at one of our upcoming educational events. Our workshops are complimentary, designed to help you learn more about retirement planning in a relaxed, no-pressure environment.

What could be better?

Visit our website to view our upcoming workshop schedule and reserve your seat. We hope to see you soon!

https://myfws.com/events/

Helping you plan for tomorrow starts with understanding your goals today.

Ready for your complimentary Discovery Visit?
www.myfws.com