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Events & Workshops

Join us for educational seminars and workshops across the Southeast

Upcoming Events

Reserve your spot at one of our upcoming educational events
October 6, 2026
6:30 PM
Estate Planning
The University of Tennessee Culinary Institute and Creamery
2712 Neyland Drive, Knoxville, TN 37996
Get Directions
Presenter
Bob Fugate, CFP®
About This Event

Are you leaving your heirs with a plan—or a puzzle?

This educational legacy and estate planning course is designed for adults who want to better understand the legal, financial, and healthcare decisions that can impact their families and loved ones. Participants will explore key estate planning concepts, including probate, powers of attorney, wills, trusts, healthcare planning, taxes, and strategies for transferring assets efficiently. This standalone session lasts approximately 2.5 hours.

Topics Covered:
Legacy planning is important for anyone who wants greater confidence in how their affairs will be managed during incapacity and after death. Whether you're married, raising children, caring for aging parents, planning for a surviving spouse, or hoping to leave a meaningful legacy to family, friends, or charitable causes, this course can help you better understand your options. Topics include durable powers of attorney, healthcare directives, wills, trusts, property ownership, tax considerations, and financial planning for loved ones who may depend on your assets in the future.
Register Now
October 8, 2026
6:30 PM
Estate Planning
Maryville College
502 E Lamar Alexander Pkwy, Maryville, TN 37804
Get Directions
Presenter
Bob Fugate, CFP®
About This Event

Are you leaving your heirs with a plan—or a puzzle?

This educational legacy and estate planning course is designed for adults who want to better understand the legal, financial, and healthcare decisions that can impact their families and loved ones. Participants will explore key estate planning concepts, including probate, powers of attorney, wills, trusts, healthcare planning, taxes, and strategies for transferring assets efficiently. This standalone session lasts approximately 2.5 hours.

Topics Covered:
Legacy planning is important for anyone who wants greater confidence in how their affairs will be managed during incapacity and after death. Whether you're married, raising children, caring for aging parents, planning for a surviving spouse, or hoping to leave a meaningful legacy to family, friends, or charitable causes, this course can help you better understand your options. Topics include durable powers of attorney, healthcare directives, wills, trusts, property ownership, tax considerations, and financial planning for loved ones who may depend on your assets in the future.
Register Now
October 13, 2026
6:00 PM
Retirement Planning Today
University of Tennessee, Chattanooga
710 E. 5th Street, Chattanooga, TN 37403
Get Directions
Presenter
John Vandergriff
About This Event

Join Blue Ridge for an educational retirement planning course designed to help adults ages 50–70 make informed financial decisions with greater clarity and confidence. This interactive program covers many of the most important aspects of retirement planning, including income strategies, taxes, Social Security, healthcare, and estate considerations.

This course is offered across two separate class sessions, and attendees may choose the session date that works best for their schedule. Attendance at both sessions is not required.

Topics Covered:
Retirement Planning Today® is an educational course created for individuals and couples who want to better understand the financial decisions that come with retirement. Whether retirement is just around the corner or still a few years away, this course is designed to provide practical, real-world strategies you can apply immediately. During the course, attendees will explore topics such as: Estimating retirement income needs Creating sustainable retirement income strategies Understanding Social Security and Medicare options Managing taxes on retirement savings and distributions Navigating healthcare and long-term care considerations Avoiding common retirement planning mistakes Exploring estate planning concepts including wills and trusts The course is taught in a straightforward, educational format designed to help attendees feel more informed and confident about their financial future. No prior financial knowledge is required.
Register Now
October 15, 2026
6:30 PM
Retirement Planning Workshop
Fleming's Steakhouse - Knoxville
11287 Parkside Dr #14, Knoxville, TN 37934
Get Directions
Presenter
John Vandergriff
About This Event

Join Blue Ridge for an educational seminar focused on important financial and retirement topics in a relaxed, conversational setting. These events are designed to help attendees better understand the financial decisions that can impact retirement, estate planning, taxes, and long-term financial confidence.

Each seminar includes an engaging financial presentation and open Q&A discussion, followed by a complimentary meal.

Topics Covered:
Our Financial Seminars are designed to create a comfortable environment where individuals and couples can learn about retirement and financial planning topics followed by a complimentary meal. During the seminar, the team at Blue Ridge will explore timely financial topics that may include: 
  • Retirement income planning 
  • Tax-efficient retirement strategies 
  • Estate and legacy planning considerations 
  • Social Security and Medicare planning 
  • Investment and market perspectives 
  • Common retirement planning mistakes 
  • Strategies for protecting and preserving wealth 
Rather than a formal lecture, these events are typically presented in a conversational, question-and-answer format that encourages participation and discussion. Attendees are welcome to ask questions and engage directly with the presenters throughout the event. Whether you are preparing for retirement, already retired, or simply looking to gain more clarity around your financial future, this seminar is intended to provide practical insights in an approachable setting. 

What to Expect: 
  • Approximately one hour of educational discussion and financial exploration 
  • Casual, interactive Q&A-style presentation 
  • Complimentary meal 
  • Opportunity to connect directly with financial professionals 
  • Optional follow-up consultation available for attendees 
Attendees are welcome to bring a guest or spouse.
Register Now
October 15, 2026
6:30 PM
Estate Planning
Pellissippi State Community College
10915 Hardin Valley Rd, Knoxville, TN 37932
Get Directions
Presenter
Bob Fugate, CFP®
About This Event

Are you leaving your heirs with a plan—or a puzzle?

This educational legacy and estate planning course is designed for adults who want to better understand the legal, financial, and healthcare decisions that can impact their families and loved ones. Participants will explore key estate planning concepts, including probate, powers of attorney, wills, trusts, healthcare planning, taxes, and strategies for transferring assets efficiently. This standalone session lasts approximately 2.5 hours.

Topics Covered:
Legacy planning is important for anyone who wants greater confidence in how their affairs will be managed during incapacity and after death. Whether you're married, raising children, caring for aging parents, planning for a surviving spouse, or hoping to leave a meaningful legacy to family, friends, or charitable causes, this course can help you better understand your options. Topics include durable powers of attorney, healthcare directives, wills, trusts, property ownership, tax considerations, and financial planning for loved ones who may depend on your assets in the future.
Register Now
October 20, 2026
6:00 PM
Retirement Planning Today
University of Tennessee, Chattanooga
710 E. 5th Street, Chattanooga, TN 37403
Get Directions
Presenter
John Vandergriff
About This Event

Join Blue Ridge for an educational retirement planning course designed to help adults ages 50–70 make informed financial decisions with greater clarity and confidence. This interactive program covers many of the most important aspects of retirement planning, including income strategies, taxes, Social Security, healthcare, and estate considerations.

This course is offered across two separate class sessions, and attendees may choose the session date that works best for their schedule. Attendance at both sessions is not required.

Topics Covered:
Retirement Planning Today® is an educational course created for individuals and couples who want to better understand the financial decisions that come with retirement. Whether retirement is just around the corner or still a few years away, this course is designed to provide practical, real-world strategies you can apply immediately. During the course, attendees will explore topics such as: Estimating retirement income needs Creating sustainable retirement income strategies Understanding Social Security and Medicare options Managing taxes on retirement savings and distributions Navigating healthcare and long-term care considerations Avoiding common retirement planning mistakes Exploring estate planning concepts including wills and trusts The course is taught in a straightforward, educational format designed to help attendees feel more informed and confident about their financial future. No prior financial knowledge is required.
Register Now
October 21, 2026
11:00 AM
Blue Ridge Wealth Lunch & Learn
Blue Ridge Wealth Planners Office
9725 Cogdill Rd, Suite 101, Knoxville, Tennessee 37932
Get Directions
Presenter
Joseph Haas, CFA
About This Event
Join the team at Blue Ridge for an engaging quarterly discussion covering the latest macro-economic developments, market performance, and key trends shaping the investment landscape. Over lunch, we’ll share our perspective on the past quarter, discuss what may lie ahead, and answer your questions in an open, conversational setting.
Topics Covered:
Each quarter brings new developments that can impact investors, businesses, and households alike. During this Lunch & Learn, the team at Blue Ridge will break down the quarter’s most important economic and market events in a clear and practical way. Topics may include: Economic trends and Federal Reserve activity Equity and fixed income market performance Inflation, interest rates, and consumer sentiment Global events impacting markets and investors Blue Ridge’s outlook for the quarters ahead Whether markets have been calm or volatile, this session is designed to provide perspective, context, and actionable insights in an approachable environment. Lunch will be provided, with time for discussion and Q&A throughout the presentation.
Register Now
October 22, 2026
6:30 PM
Retirement Planning Workshop
Fleming's Steakhouse - Knoxville
11287 Parkside Dr #14, Knoxville, TN 37934
Get Directions
Presenter
John Vandergriff
About This Event

Join Blue Ridge for an educational seminar focused on important financial and retirement topics in a relaxed, conversational setting. These events are designed to help attendees better understand the financial decisions that can impact retirement, estate planning, taxes, and long-term financial confidence.

Each seminar includes an engaging financial presentation and open Q&A discussion, followed by a complimentary meal.

Topics Covered:
Our Financial Seminars are designed to create a comfortable environment where individuals and couples can learn about retirement and financial planning topics followed by a complimentary meal. During the seminar, the team at Blue Ridge will explore timely financial topics that may include: 
  • Retirement income planning 
  • Tax-efficient retirement strategies 
  • Estate and legacy planning considerations 
  • Social Security and Medicare planning 
  • Investment and market perspectives 
  • Common retirement planning mistakes 
  • Strategies for protecting and preserving wealth 
Rather than a formal lecture, these events are typically presented in a conversational, question-and-answer format that encourages participation and discussion. Attendees are welcome to ask questions and engage directly with the presenters throughout the event. Whether you are preparing for retirement, already retired, or simply looking to gain more clarity around your financial future, this seminar is intended to provide practical insights in an approachable setting. 

What to Expect: 
  • Approximately one hour of educational discussion and financial exploration 
  • Casual, interactive Q&A-style presentation 
  • Complimentary meal 
  • Opportunity to connect directly with financial professionals 
  • Optional follow-up consultation available for attendees 
Attendees are welcome to bring a guest or spouse.
Register Now
October 27, 2026
11:00 AM
Blue Ridge Wealth Lunch & Learn
Online Webinar
Get Directions
Presenter
Joseph Haas, CFA
About This Event
Join the team at Blue Ridge for an engaging quarterly discussion covering the latest macro-economic developments, market performance, and key trends shaping the investment landscape. Over lunch, we’ll share our perspective on the past quarter, discuss what may lie ahead, and answer your questions in an open, conversational setting.
Topics Covered:
Each quarter brings new developments that can impact investors, businesses, and households alike. During this Lunch & Learn, the team at Blue Ridge will break down the quarter’s most important economic and market events in a clear and practical way. Topics may include: Economic trends and Federal Reserve activity Equity and fixed income market performance Inflation, interest rates, and consumer sentiment Global events impacting markets and investors Blue Ridge’s outlook for the quarters ahead Whether markets have been calm or volatile, this session is designed to provide perspective, context, and actionable insights in an approachable environment. Lunch will be provided, with time for discussion and Q&A throughout the presentation.
Register Now
October 27, 2026
6:00 PM
Retirement Planning Today
NC State - McKimmon Conference & Training Center
1101 Gorman Street, Raleigh, NC 27606
Get Directions
Presenter
John Vandergriff
About This Event

Join Blue Ridge for an educational retirement planning course designed to help adults ages 50–70 make informed financial decisions with greater clarity and confidence. This interactive program covers many of the most important aspects of retirement planning, including income strategies, taxes, Social Security, healthcare, and estate considerations.

This course is offered across two separate class sessions, and attendees may choose the session date that works best for their schedule. Attendance at both sessions is not required.

Topics Covered:
Retirement Planning Today® is an educational course created for individuals and couples who want to better understand the financial decisions that come with retirement. Whether retirement is just around the corner or still a few years away, this course is designed to provide practical, real-world strategies you can apply immediately. During the course, attendees will explore topics such as: Estimating retirement income needs Creating sustainable retirement income strategies Understanding Social Security and Medicare options Managing taxes on retirement savings and distributions Navigating healthcare and long-term care considerations Avoiding common retirement planning mistakes Exploring estate planning concepts including wills and trusts The course is taught in a straightforward, educational format designed to help attendees feel more informed and confident about their financial future. No prior financial knowledge is required.
Register Now
October 28, 2026
11:00 AM
Blue Ridge Wealth Lunch & Learn
Blue Ridge Wealth Planners Office
9725 Cogdill Rd, Suite 101, Knoxville, Tennessee 37932
Get Directions
Presenter
Joseph Haas, CFA
About This Event
Join the team at Blue Ridge for an engaging quarterly discussion covering the latest macro-economic developments, market performance, and key trends shaping the investment landscape. Over lunch, we’ll share our perspective on the past quarter, discuss what may lie ahead, and answer your questions in an open, conversational setting.
Topics Covered:
Each quarter brings new developments that can impact investors, businesses, and households alike. During this Lunch & Learn, the team at Blue Ridge will break down the quarter’s most important economic and market events in a clear and practical way. Topics may include: Economic trends and Federal Reserve activity Equity and fixed income market performance Inflation, interest rates, and consumer sentiment Global events impacting markets and investors Blue Ridge’s outlook for the quarters ahead Whether markets have been calm or volatile, this session is designed to provide perspective, context, and actionable insights in an approachable environment. Lunch will be provided, with time for discussion and Q&A throughout the presentation.
Register Now
October 28, 2026
1:00 PM
Retirement Planning Today
NC State - McKimmon Conference & Training Center
1101 Gorman Street, Raleigh, NC 27606
Get Directions
Presenter
John Vandergriff
About This Event

Join Blue Ridge for an educational retirement planning course designed to help adults ages 50–70 make informed financial decisions with greater clarity and confidence. This interactive program covers many of the most important aspects of retirement planning, including income strategies, taxes, Social Security, healthcare, and estate considerations.

This course is offered across two separate class sessions, and attendees may choose the session date that works best for their schedule. Attendance at both sessions is not required.

Topics Covered:
Retirement Planning Today® is an educational course created for individuals and couples who want to better understand the financial decisions that come with retirement. Whether retirement is just around the corner or still a few years away, this course is designed to provide practical, real-world strategies you can apply immediately. During the course, attendees will explore topics such as: Estimating retirement income needs Creating sustainable retirement income strategies Understanding Social Security and Medicare options Managing taxes on retirement savings and distributions Navigating healthcare and long-term care considerations Avoiding common retirement planning mistakes Exploring estate planning concepts including wills and trusts The course is taught in a straightforward, educational format designed to help attendees feel more informed and confident about their financial future. No prior financial knowledge is required.
Register Now

You're Always in Control

Throughout our entire process, you remain in the driver's seat. We provide the expertise, analysis, and recommendations, but every decision is yours to make. Our role is to ensure you have the information and guidance you need to make confident choices about your financial future.
We work for you, not the other way around. Your plan is built around your wants, needs, and values—backed by our decades of experience serving families across the Southeast.
Schedule Your Discovery Meeting