Connect with Ballast
Plan for tomorrow. Live for today.
Since our founding, our vision has remained steadfast: build a team that we would want to advise our own families. Our team of experts proactively anticipates and solves your needs by taking the time to understand your goals, passions, and what truly matters to you and your legacy.
Join Our Expert-Led Live Webinars
Join us for our upcoming live webinars to learn more and ask questions, or book a one-on-one meeting with our team to see how we can support your goals with clarity and confidence. We’d love to connect! Join the video webinars anonymously and feel free to participate by asking questions.
Tuesdays at 4:00 p.m. Eastern. Click each title below for the link to the Zoom webinar.
#1: Tuesday, July 14, 4:00 pm - Mid Year Market Update
What’s happening in the markets, and what should you do about it? Join us for a mid-year check-in as our advisory team breaks down key trends, market performance, and what it means for your financial plan. Stay informed and confident heading into the second half of the year.
#2: Tuesday, August 12, 4:00 PM - 100 Year Family Wealth Plan
Build a legacy that lasts. Building off the article in our most recent magazine issue, in this webinar, we’ll walk through what it takes to create a multi-generational wealth strategy that supports your values, vision, and family for decades to come.
#3: Tuesday, September 16. 4:00 PM - Tax Optimization of Charitable Giving
Give smarter, not just more. Learn how to maximize the impact of your charitable giving—both for the causes you care about and your long-term tax strategy. Perfect for those looking to align generosity with financial planning.
Watch More from Our Advisors
Ballast Magazine
Looking to read more issues of our magazine? Click below to access previous publications as they become available.
We keep informed on the latest trends and market insights so we can offer you the best opportunities, support, and expertise whenever you need it. Our advisors write periodic updates and news articles. Read more from our advisors here.
Ballast Magazine 1.1 - Planning Across Generations: Wealth, Wisdom, and What’s Next (June 2025)
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859.226.0625
info@ballastplan.com
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400 E. Vine Street, Suite 400
Lexington, KY 40507
