Family Wealth Strategies

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Family Wealth Strategies We help individuals build personalized retirement strategies for a confident and secure future.

Investment advisory services made available through AE Wealth Management, LLC (AEWM). AEWM and Family Wealth Strategies, LLC are not affiliated companies.03030499 - 10/25

What a timely conversation! 🔐Last night’s AI, Scams & Cyber Security: What You Need to Know presentation was a wonderful...
10/14/2026

What a timely conversation! 🔐

Last night’s AI, Scams & Cyber Security: What You Need to Know presentation was a wonderful way to recognize Cyber Security Awareness Month.

A big thank-you to our guest speaker, local tech expert and business owner Jeff Chandler, for helping make a complicated topic easier to understand—and to everyone who joined us!

At Family Wealth Strategies, education is at the core of what we do. That includes bringing our community opportunities to learn about issues that reach beyond financial planning and into everyday life.

We’re grateful to everyone who helped make the evening a success! 💙

Check out our upcoming educational events at www.myfws.com.

10/12/2026

Call us old-fashioned, but we like talking to our clients. 😊

No AI answering your questions. No robot trying to figure out what you need. Just a conversation with someone on our team.

That personal connection matters to us, and we hope it matters to you, too.

📞 502.749.1439

We help individuals build personalized retirement strategies for a confident and secure future.

10/02/2026

It’s Cyber Security Awareness Month!
Scams are getting harder to spot as technology evolves. Join Family Wealth Strategies for a free educational presentation with local tech expert and business owner Jeff Chandler to learn what to watch for and practical ways to protect your personal information.
📅 Tuesday, October 13th from 6-7pm
📍 UofL Shelby Campus - Founders Building, Room 136B
440 N. Whittington Parkway, Louisville, KY 40222
🎟️ Free to attend — registration required
Bring your questions! We’ll have helpful handouts, Q&A and light refreshments.
Education is at the heart of what we do at Family Wealth Strategies, and we’re excited to bring this important conversation to our community. Invite a friend or family member who could benefit!
👉 Reserve your seat through our website https://myfws.com/events/ or by calling our office 502.749.1439
*No Charge to Attend.
Seating is limited, so sign up today!
This event is not sponsored, presented, or endorsed by or otherwise affiliated with Indiana Wesleyan University – Louisville Education and Conference Center.


What a great turnout for Medicare Made Simple! 👏With Medicare Open Enrollment right around the corner, our audience spen...
10/01/2026

What a great turnout for Medicare Made Simple! 👏

With Medicare Open Enrollment right around the corner, our audience spent the evening learning more about Medicare and the many components that come with it.

Tim broke down a complicated topic into straightforward, easy-to-understand information—helping attendees feel better informed as they consider the options available to them.

At Family Wealth Strategies, we believe education is an important part of preparing for retirement, which is why we’re proud to continue offering complimentary educational workshops on topics that matter to our community.

📚 Want to join us for an upcoming workshop?

Visit www.myfws.com to see what’s coming up and reserve your seat! ⬅️

🔐 AI, Scams & Cyber Security: What You Need To KnowIt’s Cyber Security Awareness Month!Scams are getting harder to spot ...
10/01/2026

🔐 AI, Scams & Cyber Security: What You Need To Know

It’s Cyber Security Awareness Month!

Scams are getting harder to spot as technology evolves. Join Family Wealth Strategies for a free educational presentation with local tech expert and business owner Jeff Chandler to learn what to watch for and practical ways to protect your personal information.

📅 Tuesday, October 13th from 6-7pm
📍 UofL Shelby Campus - Founders Building, Room 136B
440 N. Whittington Parkway, Louisville, KY 40222
🎟️ Free to attend — registration required

Bring your questions! We’ll have helpful handouts, Q&A and light refreshments.

Education is at the heart of what we do at Family Wealth Strategies, and we’re excited to bring this important conversation to our community. Invite a friend or family member who could benefit!

👉 Reserve your seat through our website https://myfws.com/events/ or by calling our office 502.749.1439

*No Charge to Attend.
Seating is limited, so sign up today!
This event is not sponsored, presented, or endorsed by or otherwise affiliated with Indiana Wesleyan University – Louisville Education and Conference Center.

Attend an Event Save Your Spot We love sharing time and learning opportunities with our dynamic friends and clients. Won’t you join us? View Full Calendar

📣 MEDICARE MADE SIMPLE — FREE EDUCATIONAL WORKSHOPMedicare can come with a lot of questions. With Open Enrollment right ...
09/22/2026

📣 MEDICARE MADE SIMPLE — FREE EDUCATIONAL WORKSHOP

Medicare can come with a lot of questions. With Open Enrollment right around the corner, now is a great time to better understand how Medicare works and become familiar with the basics.

Join us for Medicare Made Simple, a complimentary educational workshop designed to make Medicare easier to understand.

📅 Thursday, October 1st
⏰ 6:00 PM
📍 Indiana Wesleyan University – Louisville Education and Conference Center
Large Meeting Space
🎟️ Free to Attend, Free Parking
Free Medicare Informational Handouts & Refreshments

Secure your seats! Register using the link below, or text our office at 502.749.1439 with your first and last name and the number of seats you’d like to reserve.

🎤 Presented by local financial professional and award-winning business owner, Tim Riney, MBA, CPA, Financial Advisor.

We’ll break down Medicare in straightforward, easy-to-understand terms so you can feel more informed heading into Open Enrollment.

Have a friend, family member or co-worker who may benefit from learning more about Medicare? Share this post and invite them to join us!

👉 Register here:
https://myfws.com/events/

This workshop is for educational purposes only. No specific Medicare plan or insurance product will be offered, marketed or sold at this event.

Attend an Event Save Your Spot We love sharing time and learning opportunities with our dynamic friends and clients. Won’t you join us? View Full Calendar

What an incredible evening at Churchill Downs! 🏇✨We had the best time celebrating the people who make what we do so mean...
09/18/2026

What an incredible evening at Churchill Downs! 🏇✨

We had the best time celebrating the people who make what we do so meaningful — our clients!

From live racing and private track access to an up-close look at the beautiful racehorses, it was a night full of memorable experiences. Guests enjoyed a delicious buffet, some incredible giveaways, and one of our favorite touches of the evening — a live sketch artist creating beautiful custom watercolor portraits for our clients to take home. 🎨

But the best part of the night? The company. ❤️

We are incredibly grateful for every client who joined us and for the trust you place in Family Wealth Strategies. Events like this give us a chance to step away from the office, spend time together, and simply enjoy the relationships we’ve been fortunate enough to build.

Thank you for making the evening so special. We already can’t wait for the next one!

Here are a few of our favorite moments from the night. 📸🏇

A little schedule update from our team! 💙Our office will be closing early at 4:00 PM tomorrow, Thursday, September 17th....
09/16/2026

A little schedule update from our team! 💙

Our office will be closing early at 4:00 PM tomorrow, Thursday, September 17th.

Thank you for your understanding, and we hope you have a wonderful Thursday evening!

— Your Family Wealth Strategies Team

Our office will be closed on Monday, September 7th, in observance of Labor Day! 🇺🇸Enjoy the extra day off — and maybe dr...
09/04/2026

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.

Address

4910 Brownsboro Road, Suite 155
Louisville, KY
40222

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

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