Preserve Income. Protect Loved Ones. Retire with Confidence.

Workshops

Educational Events & Seminars

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At Integra Financial Planning, we provide the insights and tools you need to build a confident, successful retirement. Attend one of our workshops and take the first step toward making your retirement goals a reality.
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wed04mar6:30 pmWills & Trusts6:30 pm Malone's Louisville

thu05mar6:30 pmWills & Trusts6:30 pm Malone's Louisville

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Don’t Be Caught Guessing About Your Financial Situation And Retirement

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Gain an Understanding of What Retirement Could Look Like

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We offer a specialized RBG Concepts planning approach that is unique to each of our clients needs. Our process allows us to take the time to understand you, your financial goals, explain all of your options, and help lead you in the right direction.
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Business Hours
  • Mon - Fri: 9:00 am - 6:00 pm
    Sat - Sun: Closed
Location
  • 10501 Meeting Street
    Prospect, KY 40059

The content of this website is developed from sources believed to be accurate and complete; however, no guarantee can or is given for such accuracy or completeness. Nor is the information in this material intended as tax or legal advice. Please consult your own legal or tax professionals for specific information regarding your individual situation. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale, or the solicitation of such an offer, of any security, insurance product, or annuity in any jurisdiction in which the persons represented on this site are not appropriate licensed, registered, appointed, or otherwise qualified by law and regulation to make or solicit such purchases and sales.

Aaron Ulrich is an investment advisory representative of and provides advisory services through CoreCap Advisors, LLC. Integra Financial Planning, LLC and CoreCap Advisors are separate and unaffiliated entities.

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