Broker Check

Events

Upcoming Events

June 30, 2026

12:30p - 1:30p

Residence Inn by Marriott Louisville East/Oxmoor

Kentucky Teacher Retirement System (KTRS) & Supplemental Retirement Planning - IN-PERSON - 12:30 pm ET

Join us to learn about the ins and out of the KTRS Pension. What decisions and planning are critical to make ahead of retirement and more! THIS WILL BE AN IN-PERSON EVENT offered at the Residence Inn by Marriott Louisville East/Oxmoor in Louisville, KY. Space will be limited to first come, first serve. Registrations are required. Hosts: Brittany Miller Edelen, CSSCS; John Stogner- Co-Founders and Financial Advisors of Triple Crown Financial

June 30, 2026

6:30p - 7:30p

Zoom Webinar

Kentucky Teacher Retirement System (KTRS) & Supplemental Retirement Planning - 6:30pm ET Zoom

Join us to learn about the ins and out of the KTRS Pension. What decisions and planning are critical to make ahead of retirement and more! Hosts: Brittany Miller Edelen, CSSCS; John Stogner- Co-Founders and Financial Advisors of Triple Crown Financial

August 25, 2026

12:30p - 1:30p

Residence Inn by Marriott Louisville East/Oxmoor

Medicare & Life Insurance 101 Seminar IN-PERSON - 12:30pm ET

Join us as our team breaks down the complexities and importance of choosing the right Medicare & Life Insurance plans that fit your needs. THIS WILL BE AN IN-PERSON EVENT offered at the Residence Inn by Marriott Louisville East/Oxmoor in Louisville, KY. Space will be limited to first come, first serve. Registrations are required.

August 25, 2026

6:30p - 7:30p

Zoom Webinar

Medicare & Life Insurance 101 Webinar - 6:30pm ET Zoom

Join us as our team breaks down the complexities and importance of choosing the right Medicare & Life Insurance plans that fit your needs. This virtual webinar session will be presented through Zoom. Register to attend.

October 13, 2026

12:30p - 1:30p

Residence Inn by Marriott Louisville East/Oxmoor

Social Security Seminar IN-PERSON - 12:30pm ET

Join us as our guest speaker Asad Elmi, Vice President and Market Leader for Kentucky and Southern Indiana at Franklin Templeton shares how to prepare to claim your Social Security benefits. THIS WILL BE AN IN-PERSON EVENT offered at the Residence Inn by Marriott Louisville East/Oxmoor in Louisville, KY. Space will be limited to first come, first serve. Registrations are required.

October 13, 2026

6:30p - 7:30p

Zoom Webinar

Social Security Webinar - 6:30pm ET Zoom

Join us as our guest speaker Asad Elmi, Vice President and Market Leader for Kentucky and Southern Indiana at Franklin Templeton shares how to prepare to claim your Social Security benefits. This virtual webinar session will be presented through Zoom. Register to attend.

Past Events

March 12, 2026

6:30p - 7:30p

Zoom Webinar

Estate Planning Webinar - 6:30pm ET Zoom

Join us for a dynamic presentation on the importance of wealth transfer and estate planning from the prospective of an estate attorney and financial advisors. This virtual webinar session will be presented through Zoom. Register to attend.

March 12, 2026

12:30p - 1:30p

Residence Inn by Marriott Louisville East/Oxmoor

Estate Planning Seminar IN-PERSON - 12:30pm ET

Join us for a dynamic presentation on the importance of wealth transfer and estate planning from the prospective of an estate attorney and financial advisors. THIS WILL BE AN IN-PERSON EVENT offered at the Residence Inn by Marriott Louisville East/Oxmoor in Louisville, KY. Space will be limited to first come, first serve. Registrations are required.

November 20, 2025

6:00p - 7:00p

Zoom Webinar

One Big Beautiful Bill Act & Current Market Outlook- 6:00pm Zoom

Join the Triple Crown Financial team and our guest speaker Ryan Katona, CFA and REGIONAL DIRECTOR at Russell Investments as he shares about the current market conditions and highlights details from the recently passed "One Big Beautiful Bill Act". This virtual webinar session will be presented through Zoom.

October 28, 2025

6:30p - 7:30p

Zoom Webinar

Social Security Webinar - 6:30pm Zoom

Join us as guest speaker Stephen Gilbert, Vice President of Advanced Planning at Prudential Financial, shares how to prepare to claim your Social Security benefits. This virtual webinar session will be presented through Zoom.

October 28, 2025

12:30p - 1:30p

Zoom Webinar

Social Security Webinar- 12:30pm Zoom

Join us as guest speaker Chris McGovern, Vice President of Advanced Planning at Prudential Financial, shares how to prepare to claim your Social Security benefits. This virtual webinar session will be presented through Zoom.

August 26, 2025

6:30p - 7:30p

Zoom Webinar

Medicare 101 - Virtual Session via Zoom Webinar 630p

Join us for an in person session on Medicare 101 with Guest Speaker, Tim and Dana Klein

August 26, 2025

12:30p - 2:00p

Residence Inn Louisville East/Oxmoor - Meeting Room

Medicare 101 - In Person Session 12:30p est

Join us for an in person session on Medicare 101 with Guest Speaker, Tim and Dana Klein

June 3, 2025

6:00p - 7:00p

Zoom Webinar

Single Session - Economic Review and Market Update 6pm

The team of Triple Crown Financial and our Guest Speaker, Ryan Katona, CFA and REGIONAL DIRECTOR at Russell Investments will be joining us to discuss the current market conditions and review our first quarter of 2025.

April 22, 2025

6:30p - 7:30p

ZOOM WEBINAR

Estate Planning ZOOM WEBINAR - 6:30p EST

A dynamic presentation on the importance of wealth transfer and estate planning from the prospective of an estate attorney and financial advisor. THIS WILL BE A VIRTUAL SESSION VIA ZOOM WEBINAR

April 22, 2025

12:30p - 1:30p

Residence Inn Louisville East/Oxmoor - Meeting Room

Estate Planning Session IN PERSON - 12:30p EST

A dynamic presentation on the importance of wealth transfer and estate planning from the prospective of an estate attorney and financial advisor. THIS WILL BE AN IN PERSON EVENT OFFERED AT THE RESIDENCE INN BY MARRIOTT EAST/OXMOOR IN LOUISVILLE, KY.  Space will be limited to first come, first serve reservations are required

February 25, 2025

6:30p - 7:30p

Zoom Webinar

Breached - Cyber Security Information Webinar - 6:30

Join Triple Crown Financial as we host our first educational webinar series of 2025 for "Breached - A Cyber Security Webinar" A Guide to Protecting your Information and Defending Against Identify Theft with Guest Speaker, Tim Cintolo Vice Presidental with Prudential

February 25, 2025

12:30p - 1:30p

Zoom Webinar

Breached - Cyber Security Information 12:30 Webinar

Join Triple Crown Financial as we host our first educational webinar series of 2025 for "Breached - A Cyber Security Webinar" A Guide to Protecting your Information and Defending Against Identify Theft with Guest Speaker, Tim Cintolo

October 22, 2024

6:30p - 7:30p

Zoom Webinar

The 2024 Election and The Market - 6:30pm Session

Election years always bring about additional concerns and questions when it comes to the market. Join us for an in depth perspective.

October 22, 2024

12:30p - 1:30p

Zoom Webinar

The 2024 Election and The Market - 12:30p Session

Election years always bring about additional concerns and questions when it comes to the market. Join us for an in depth perspective.

August 27, 2024

6:30p - 7:30p

ZOOM WEBINAR

Estate Planning and Wealth Transfer - 6:30p

A dynamic presentation on the importance of wealth transfer and estate planning from the prospective of an estate attorney and financial advisor.

August 27, 2024

12:30p - 1:30p

ZOOM WEBINAR

Estate Planning and Wealth Transfer - 12:30p

A dynamic presentation on the importance of wealth transfer and estate planning from the prospective of an estate attorney and financial advisor.

June 25, 2024

6:30p - 7:30p

ZOOM WEBINAR

Kentucky Teacher Retirement System (KTRS) and Supplemental Retirement Planning 6:30p EST Session

Join me to learn about the ins and out of the KTRS Pension. What decisions and planning are critical to make ahead of retirement and more! Hosts: Brittany Miller Edelen, CSSCS. John Stogner - Co-Founders and Financial Advisors

June 25, 2024

12:30p - 1:30p

ZOOM WEBINAR

Kentucky Teacher Retirement System (KTRS) and Supplemental Retirement Planning 12:30p EST Session

Join me to learn about the ins and out of the KTRS Pension. What decisions and planning are critical to make ahead of retirement and more! Hosts: Brittany Miller Edelen, CSSCS. John Stogner - Co-Founders and Financial Advisors

April 23, 2024

6:30p - 7:30p

Zoom Webinar

Financial Literacy and Wellnes - 6:30p EST

Join us for some financial foundations of literacy, wellness and finance 101.

April 23, 2024

12:30p - 1:30p

Zoom Webinar

Financial Literacy and Wellness - 12:30 EST

Join us for some financial foundations of literacy, wellness and finance 101.

February 27, 2024

6:30p - 7:30p

ZOOM WEBINAR

Savvy IRA Planning -Educational Webinar 6:30pm EST

Strategies to Help You Save Taxes and Get More Out of Your IRA

February 27, 2024

12:30p - 1:30p

Zoom Webinar

Savvy IRA Planning - Educational Webinar 12:30pm EST

Strategies to Help You Save Taxes and Get More Out of Your IRA's

November 30, 2023

6:30p - 7:45p

ZOOM

Special Single Session - Economic and Market Outlook Educational Workshop

Guest Speaker, Ryan Katona CFA, Regional Director with Russell Investments will be joining me as we cover an up to date economic and market outlook for thus far in 2023 and what we may expect heading into 2024. This will be Brittany's last workshop for 2023.

October 17, 2023

6:30p - 7:30p

ZOOM

Social Security For Women -6:30p EST

Brittany Miller Edelen, Financial Advisor CSSCS at Cetera Investors is hosting her next Bi- Monthly Educational Workshop specifically focusing on Women and Social Security. Brittany is a licensed Financial Advisor with over a decades worth of experience specializing in helping women achieve financial success. 201 E Main St Ste 520 Lexington, KY 40507

October 17, 2023

12:30p - 1:30p

ZOOM

Social Security For Women 12:30p EST

Social Security Planning for Women. Brittany Miller Edelen, Financial Advisor CSSCS at Cetera Investors is hosting her next Bi- Monthly Educational Workshop specifically focusing on Women and Social Security. Brittany is a licensed Financial Advisor with over a decades worth of experience specializing in helping women achieve financial success.

August 22, 2023

6:30p - 7:30p

Zoom Webinar

Savvy IRA Planning - 6:30p EST

Join us to learn about the types of IRA's, rules accompanying each and the Top 6 strategies I find most helpful.

August 22, 2023

12:30p - 1:30p

Zoom Webinar

Savvy IRA Planning - 12:30p EST

Join me to learn about the types of IRA's, rules accompanying each and the Top 6 strategies I find most helpful.

June 27, 2023

6:30p - 7:30p

Zoom

Kentucky Teacher Retirement System - KTRS 6:30p Session

Join us to learn about the ins and out of the KTRS Pension. What decisions and planning are critical to make ahead of retirement and more!

June 27, 2023

12:30p - 1:30p

ZOOM

Kentucky Teacher Retirement System - KTRS 12:30p Session

Join me to learn about the ins and out of the KTRS Pension. What decisions and planning are critical to make ahead of retirement and more!

April 25, 2023

6:30p - 7:30p

ZOOM

Social Security - Savvy Planning 6:30p ZOOM SESSION

The rules around how and when to draw social security benefits is a more important planning component than ever. This is a permanent and critical decision. Make sure you are educated and prepared!

April 25, 2023

12:30p - 1:30p

ZOOM

Social Security - Savvy Planning 12:30 ZOOM SESSION

The rules around how and when to draw social security benefits is a more important planning component than ever. This is a permanent and critical decision. Make sure you are educated and prepared!

February 28, 2023

6:30p - 7:30p

ZOOM

Financial Literacy 101 - 6:30p EST

Money is one form of power. But what is more powerful is financial education. - Join me for this first session of 2023 - Financial Literacy 101

February 28, 2023

12:30p - 1:30p

ZOOM

Financial Literacy 101 - 12:30p EST

Money is one form of power. But what is more powerful is financial education. - Join me for this first session of 2023 - Financial Literacy 101

November 1, 2022

6:00p - 7:00p

ZOOM

Single Session - Election Cycle and The Market with Market Review

Do you know how elections have impacted the market in the past? Join us for this single session on Nov. 1st. One week prior to midterm election day.

October 25, 2022

6:30p - 7:30p

ZOOM

Savvy Social Security Planning - 6:30p Session

The rules around how and when to draw social security benefits is a more important planning component than ever. This is a permanent and critical decision. Make sure you are educated and prepared!

October 25, 2022

12:30p - 1:30p

Zoom

Savvy Social Security Planning - 12:30p Session

The rules around how and when to draw social security benefits is a more important planning component than ever. This is a permanent and critical decision. Make sure you are educated and prepared!

September 20, 2022

6:30p - 7:30p

ZOOM

Understanding Life Insurance - 6:30p EST

In honor of life insurance awareness month - Join me to enhance your understanding of the various types and how to determine if you have the correct amount for you and your family.

September 20, 2022

12:30p - 1:30p

ZOOM

Understanding Life Insurance - 12:30p EST

In honor of life insurance awareness month - Join me to enhance your understanding of the various types and how to determine if you have the correct amount for you and your family.

August 30, 2022

6:30p - 7:30p

ZOOM

Economic Outlook and Navigating Market Volatility - 6:30

Join me for a review of the historical guide to investing during turbulent times and the economic outlook of our current market. Are you having current market concerns? Are you sitting on all or majority cash on the sidelines ? This ONE is for you!

August 30, 2022

12:30p - 1:30p

Zoom Meeting

Economic Outlook and Navigating Market Volatility - 12:30

Join me for a review of the historical guide to investing during turbulent times and the economic outlook of our current market. Are you having current market concerns? Are you sitting on all or majority cash on the sidelines ? This ONE is for you!

July 20, 2022

3:30p - 4:30p

Zoom Meeting

Single Session - Kentucky Teacher Retirement Planning Zoom Webinar 3:30p

We are repeating for a one time session due to Brittany's summer presentation commitments to JCPS New Hire and Asst. Principal Conferences. Join us to learn about the ins and out of the KTRS Pension. What decisions and planning are critical to make ahead of retirement and more!

June 28, 2022

6:30p - 8:00p

Zoom

Kentucky Teacher Retirement Webinar -6:30p EST

Join us to learn about the ins and out of the KTRS Pension. What decisions and planning are critical to make ahead of retirement and more!

June 28, 2022

12:30p - 2:00p

Zoom Meeting

Kentucky Teacher Retirement Webinar - 12:30p EST

Join us to learn about the ins and out of the KTRS Pension. What decisions and planning are critical to make ahead of retirement and more!

May 24, 2022

6:30p - 7:30p

Zoom Webinar

Social Security -6:30p Session

Join us for 7 Keys to enhancing your social security benefits

May 24, 2022

12:30p - 1:30p

Zoom Webinar

Social Security -12:30p Session

Join us for 7 Keys to Enhancing your social security benefits.

April 26, 2022

6:30p - 7:30p

Zoom Webinar

Investing and Inflation in Today's Economy 6:30p

Join us for a better understanding of one of the biggest concerns investors are facing today - INFLATION.

April 26, 2022

12:30p - 1:30p

Zoom Webinar

Investing and Inflation in Today's Economy 12:30

Join us for a better understanding of one of the biggest concerns investors are facing today - INFLATION.

March 29, 2022

6:30p - 7:30p

Zoom- Webinar

Savvy IRA Planning - 6:30p EST

Join us to learn about the types of IRA's, rules accompanying each and the Top 6 strategies I find most helpful. Plus last minute tips and tricks before the tax deadline.

March 29, 2022

12:30p - 1:30p

Zoom Webinar

Savvy IRA Planning - 12:30p EST

Join us to learn about the types of IRA's, rules accompanying each and the Top 6 strategies I find most helpful. Plus last minute tips and tricks before the tax deadline.

February 22, 2022

6:30p - 7:30p

Zoom- Webinar

Savvy Tax Planning 6:30p

Tax Season is upon us. Join us for Savvy Tax Planning tips and tricks ahead of this year's tax deadline

February 22, 2022

12:30p - 1:30p

Zoom Webinar

Savvy Tax Planning 12:30p

Tax Season is upon us. Join us for Savvy Tax Planning tips and tricks ahead of this year's tax deadline

January 25, 2022

6:30p - 7:30p

Zoom Webinar

Back to Basics - Financial Wellness 101 Webinar 6:30p

Back by popular demand - Join us for tips, tricks and sharing of resources for creating a financially stable life.

January 25, 2022

12:30p - 1:30p

Zoom Webinar

Back to Basics - Financial Wellness 101 Webinar 12:30p

Back by popular demand - Join us for tips, tricks and sharing of resources for creating a financially stable life.

November 30, 2021

6:30p - 8:00p

Zoom Webinar

Medicare Planning Webinar - 6:30p

It seems that health insurance costs keep rising. Join us for an educational webinar surrounding Medicare planning and retirement. Tips and important must know information when filing, choosing a plan that is right for you, and more.

November 30, 2021

12:30p - 2:00p

Zoom Webinar

Medicare Planning Webinar- 12:30p

It seems that health insurance costs keep rising. Join us for an educational webinar surrounding Medicare planning and retirement. Tips and important must know information when filing, choosing a plan that is right for you, and more.

September 28, 2021

6:30p - 7:30p

Zoom Webinar

Savvy Social Security Planning - 6:30p Session EST

The rules around how and when to draw social security benefits is a more important planning component than ever. This is a permanent and critical decision. Make sure you are educated and prepared!

September 28, 2021

12:30p - 1:30p

Zoom webinar

Savvy Social Security Planning - 12:30p Session EST

The rules around how and when to draw social security benefits is a more important planning component than ever. This is a permanent and critical decision. Make sure you are educated and prepared!

August 31, 2021

6:30p - 7:30p

Zoom

Back to School & Back to Basics with Financial Wellness 101 - 6:30p Session

Back by Popular Demand -Join us for tips, tricks and sharing of resources for creating a financially stable life

August 31, 2021

12:30p - 1:30p

Zoom

Back to School & Back to Basics with Financial Wellness 101 - 12:30p Session

Back by popular demand - Join us for tips, tricks and sharing of resources for creating a financially stable life.

July 27, 2021

6:30p - 7:30p

ZOOM

Savvy College Planning 6:30p

We will focus on 4 main key ways to cut costs; Potential pitfalls, late stage planning options and more.

July 27, 2021

12:30p - 1:30p

ZOOM

Savvy College Planning 12:30p

We will focus on 4 main key ways to cut costs; Potential pitfalls, late stage planning options and more.

June 29, 2021

6:30p - 7:30p

ZOOM

Kentucky Teacher Retirement Webinar - 6:30p EST

Join us to learn about the ins and out of the KTRS Pension. What decisions and planning are critical to make ahead of retirement and more! Registration is limited and will close 1 hour prior to event. Register early and attend- One lucky attendee will receive a teacher appreciation gift!

June 29, 2021

12:30p - 1:30p

ZOOM

Kentucky Teacher Retirement Webinar - 12:30p EST

Join us to learn about the ins and out of the KTRS Pension. What decisions and planning are critical to make ahead of retirement and more! Registration is limited and will close 1 hour prior to event. Register early and Attend- One lucky attendee will receive a teacher appreciation gift!

May 25, 2021

6:30p - 7:30p

ZOOM

Accessing AdviceWorks: How to Guide for your Client Portal - 6:30p EST

Join us to learn how to best utilize your client portal through Cetera, AdviceWorks. The portal gives us much more collaborative planning capabilities than we have ever had in the past. Don't miss out!!

May 25, 2021

12:30p - 1:30p

ZOOM

Accessing AdviceWorks: How to Guide for your Client Portal - 12:30p EST

Join us to learn how to best utilize your client portal through Cetera, AdviceWorks. The portal gives us much more collaborative planning capabilities than we have ever had in the past. Don't miss out!!

April 29, 2021

6:30p - 7:30p

Zoom

Economic and Market Outlook 6:30p EST

Join us for a look back at 2020 and looking ahead for 2021. Economic and Market Outlook with guest speaker Sean Ryan from Russell Investments.

April 29, 2021

12:30p - 1:30p

ZOOM

Economic and Market Outlook 12:30p EST

Join us for a look back at 2020 and looking ahead for 2021. Economic and Market Outlook with guest speaker Sean Ryan from Russell Investments

March 23, 2021 - April 12, 2021

6:30p - 7:30p

ZOOM

Savvy Tax Planning - 6:30pm EST

Tax Season is upon us. Join us for our Savvy Tax Planning webinar on March 23rd at 12:30pm or 6:30pm EST. Registration will close 1 hour prior to the event so be sure to register ahead of time to reserve your spot

March 23, 2021

12:30p - 1:30p

ZOOM

Savvy Tax Planning - 12:30pm EST

Tax Season is upon us. Join us for Savvy Tax Planning tips at one of our two available webinar times, March 23rd at 1230pm or 630pm EST. Registration will close 1 hour prior to event so be sure to register ahead of time to reserve your spot at either session.

February 23, 2021

6:30p - 7:30p

ZOOM

Financial Wellness Webinar -6:30pm EST

Join us for our first educational webinar of 2021. Let's begin with the basics - Financial Wellness 101! February 23rd at 12:30p or 6:30p EST.

February 23, 2021

12:30p - 1:30p

ZOOM

Financial Wellness Webinar -12:30pm EST

Join us for our first educational webinar of 2021. Let's begin with the basics - Financial Wellness 101! February 23rd at 12:30pm or 6:30pm EST

Event Registration

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