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