Legacy Financial Independent Advisors
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    • Home
    • TEAM
      • About Legacy Financial
      • Legacy Financial Team
      • Chris McCrea, CFP®
      • Bryan McCrea
      • TC Falkner, CFP®
      • Zach Gutermuth
      • Bruce McCrea
      • Sheree Bollinger
      • Why Work with a CFP?
    • FINANCIAL PLANNING
      • Our Planning Process
      • Retirement Planning
      • Education Planning
      • Tax Planning
      • Insurance & Protection
      • Estate Planning
    • WEALTH MANAGEMENT
      • Investment Process
      • Investment Tax Strategies
      • Income Generation
    • INSIGHTS
      • Newsletter
      • Article Directory
      • Worthwhile Magazine
      • TC's Blog
    • Events
    • Client Access
      • Client Login
      • Client Vault
Legacy Financial Independent Advisors
  • Home
  • TEAM
    • About Legacy Financial
    • Legacy Financial Team
    • Chris McCrea, CFP®
    • Bryan McCrea
    • TC Falkner, CFP®
    • Zach Gutermuth
    • Bruce McCrea
    • Sheree Bollinger
    • Why Work with a CFP?
  • FINANCIAL PLANNING
    • Our Planning Process
    • Retirement Planning
    • Education Planning
    • Tax Planning
    • Insurance & Protection
    • Estate Planning
  • WEALTH MANAGEMENT
    • Investment Process
    • Investment Tax Strategies
    • Income Generation
  • INSIGHTS
    • Newsletter
    • Article Directory
    • Worthwhile Magazine
    • TC's Blog
  • Events
  • Client Access
    • Client Login
    • Client Vault

01/18

UPCOMING Events

03/24/2026 Tuesday

Client Seminar: Why Go Global? The Case for International Investing

6:00pm

Mesh Restaurant 3608 N. Brownsboro Road

Event Details

03/24/2026 Tuesday

Client Seminar: Why Go Global? The Case for International Investing

Our Spring Client Seminar, in partnership with Goldman Sachs Management, explores how investing in international markets can enhance your po...

Event Details

6:00pm

Mesh Restaurant 3608 N. Brownsboro Road

Past Events

09/23/2025 Tuesday

Client Seminar: The Unconscious Nudge

6:00pm

Louisville Boat Club 4200 River Road

Event Details

09/23/2025 Tuesday

Client Seminar: The Unconscious Nudge

Our Fall Client Seminar, in partnership with Principal Asset Management, looked at how behavioral science can inform investment strategies a...

Event Details

6:00pm

Louisville Boat Club 4200 River Road

06/19/2025 Thursday

Client Appreciation Day at the Races

5:00pm - 8:00pm

NEW LOCATION: Churchill Downs Starting Gate Suites

Event Details

06/19/2025 Thursday

Client Appreciation Day at the Races

Click here for photos from our 13th Annual Client Appreciation Day at the Races. It was a fun event with racing, a hat contest, and the Lega...

Event Details

5:00pm - 8:00pm

NEW LOCATION: Churchill Downs Starting Gate Suites

9/24/2024 Tuesday

Client Seminar - The Hidden Costs of Aging

6:00pm

80/20 at Kaelin's Restaurant, 1801 Newburg Road

Event Details

9/24/2024 Tuesday

Client Seminar - The Hidden Costs of Aging

Fall Client Seminar - The Hidden Costs of Aging, in partnership with Franklin Templeton.

6:00pm

80/20 at Kaelin's Restaurant, 1801 Newburg Road

06/20/2024 Thursday

Client Appreciation Day at the Races

5:00pm

-

8:00pm

Turf Club at Churchill Downs

Event Details

06/20/2024 Thursday

Client Appreciation Day at the Races

Click here for photos from our 12th Annual Client Appreciation Day at the Races, which included a fun event with racing, a hat contest, and ...

Event Details

5:00pm

-

8:00pm

Turf Club at Churchill Downs

3/07/2024

Turns in the Road – Navigating through Transitions

Event Details

3/07/2024

Turns in the Road – Navigating through Transitions

In partnership with First Trust Portfolios, we held our first Client Seminar of 2024, where clients gained a detailed history of various eco...

Event Details

11/15/2023

Open House at Our New Offices

Event Details

11/15/2023

Open House at Our New Offices

Clients and guests gathered at our new offices in the heart of St. Matthews.

10/26/2023

Market Perspectives on Artificial Intelligence

Event Details

10/26/2023

Market Perspectives on Artificial Intelligence

For information from this event, click here. For clients curious about what AI is, how it works, how it's implemented, why it matters, and w...

Event Details

9/21/2023

Legacy Financial Client Appreciation Day at the Races

Event Details

9/21/2023

Legacy Financial Client Appreciation Day at the Races

Click here to see photos from this fun event! Clients gathered for the 11th Annual Client Appreciation Day at the Races at the Turf Club at ...

Event Details


 Advisory services are offered through Legacy Financial Independent Advisors, LLC ("Legacy") an SEC registered investment adviser. This is not an offer, solicitation of an offer, or advice to buy or sell securities in any jurisdiction where Legacy is not registered. Any projections or forecasts are hypothetical in nature and may not reflect actual future performance. By using this website, you accept our Terms of Use and Privacy Policy. You should consult with a tax advisor. You acknowledge that you are responsible for your own financial decisions. The content on this website is for informational purposes only and does not constitute a comprehensive description of Legacy's services. Certain investments are not suitable for all investors. Before investing, consider your investment objectives. The rate of return on investments can vary widely over time, especially for long-term investments. Investment losses are possible, including the potential loss of all amounts invested. Factual statements provided through Legacy's products or services, are made as of the date stated and are subject to change without notice. It should not be assumed that the methods, techniques, or indicators presented in these products or services will be profitable, or that they will not result in losses. Past performance is not indicative of future results. Reference to registration with the Securities & Exchange Commission (“SEC”) does not imply that the SEC has endorsed or approved the qualifications of the firm or its respective representatives to provide any advisory services herein or that the Firm has attained a level of skill or training. 


Compliance disclosures     Copyright © 2024 Legacy Financial Independent Advisors - All Rights Reserved.

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