When Traditional Retirement Planning Isn’t Enough

Reserve your seat for an exclusive dinner on planning for longevity, rising healthcare costs, and protecting your family’s wealth in an uncertain economy

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The New Reality of Retirement

Americans are living longer than ever, creating new financial challenges.

If you’re approaching retirement or already navigating it, you’re facing questions previous generations never had to answer:

  • Will your retirement savings last 30, 40, or even 50 years?
  • How do you plan for healthcare costs that could exceed $300,000?
  • What happens when inflation erodes your purchasing power over decades?
  • How should demographic shifts and AI change your investment strategy?

Whether you’re exploring comprehensive wealth planning for the first time, working with other advisors, or managing your wealth independently, this evening will give you fresh insights on protecting what matters most.

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Event Details

Date: March 31, 2026

Time: 6:00 PM 

Venue: Creekside at Grace Meadows Farm

Address: 170 John France Road, Jonesborough, TN 37659

About Roan Capital Partners

Roan Capital Partners is a fee-only fiduciary financial advisory firm serving families throughout East Tennessee with offices in Johnson City, Oak Ridge, and Crossville.

As fiduciary advisors, we’re legally and ethically committed to putting our clients’ interests first — always. Our team brings decades of experience in comprehensive financial planning, helping families navigate:

  • Retirement income strategies for longer lifespans
  • Investment management in changing markets
  • Multi-generational estate planning
  • Tax-efficient wealth transfer
  • And more!

Joy Garland

Managing Partner, Founder

Joy founded Roan Capital Partners with a clear mission: provide honest, conflict-free financial advice to families throughout East Tennessee. With over 30 years of financial industry experience, Joy has helped hundreds of families navigate retirement planning, investment management, and wealth preservation.

Dr. Jeffrey Kastner

Chief Investment Officer

Dr. Kastner brings academic rigor and real-world investment expertise to every client relationship. His doctorate in business administration combined with extensive professional credentials ensures your investment strategy is grounded in both theory and practical market experience.

Rebekah Burton

Senior Advisor

As a certified financial planner, Rebekah provides comprehensive financial planning services with particular expertise in retirement income planning and estate strategies for Tennessee families.

Pam Fogle

Director of Operations

Pam ensures every client experience runs smoothly, from initial consultations through ongoing service. With over 15 years in the financial industry and deep roots in Northeast Tennessee, Pam combines operational excellence with genuine care for each family we serve.

Event Location & Parking

Creekside at Grace Meadows Farm
170 John France Road, Jonesborough, TN 37659

Parking:
Complimentary parking is available on-site. The venue is fully accessible.

Questions?
Contact us at 423-631-5786 or [email protected]

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Frequently Asked Questions

You’ll enjoy a complimentary gourmet dinner in an intimate setting while we explore key financial planning topics relevant to retirement and wealth management. There will be time for questions and conversation — this is not a sales presentation.

This evening is designed for families exploring comprehensive financial planning, evaluating their current approach, or seeking a second opinion on retirement and estate strategies. Whether you’re working with other advisors or managing independently, you’ll gain valuable insights.

Yes! You’re welcome to bring your spouse or one guest. Seating is limited to ensure meaningful conversation.

No. Dinner is complimentary, and there’s no obligation to become a client. This is an educational evening designed to help you make informed decisions about your financial future.

We understand plans change. Please call us at 423-631-5786 or email [email protected] as soon as possible so we can offer your seat to another family.

Absolutely not. This is an educational dinner, not a sales event. You’ll leave with practical insights you can use regardless of who manages your wealth. If you’re interested in learning more about working with Roan Capital Partners after the event, we’re happy to schedule a separate complimentary consultation — but there’s no pressure.

Business casual. Creekside at Grace Meadows Farm has an elegant but comfortable atmosphere.

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About Roan Capital Partners

Roan Capital Partners is a fee-only financial advisory firm serving families throughout East Tennessee from offices in Johnson City, Oak Ridge, and Crossville. As fiduciary advisors, we're legally and ethically committed to putting our clients' interests first, always.

Our team includes CERTIFIED FINANCIAL PLANNER™ professionals, CPAs, and investment specialists providing comprehensive financial planning, investment management, retirement planning, estate planning guidance, and tax-efficient strategies.

Roan Capital Partners is a registered investment adviser located in Johnson City, TN and Oak Ridge, TN.  Roan Capital Partners may only transact business in those states in which it is registered, or qualifies for an exemption or exclusion from registration requirements. Roan Capital Partners website is limited to the dissemination of general information pertaining to its advisory services, together with access to additional investment-related information, publications, and links. Accordingly, the publication of the Roan Capital Partners website on the Internet should not be construed by any consumer and/or prospective client as Roan Capital Partners solicitation to effect, or attempt to effect transactions in securities, or the rendering of personalized investment advice for compensation, over the Internet. Any subsequent, direct communication by Roan Capital Partners with a prospective client shall be conducted by a representative that is either registered or qualifies for an exemption or exclusion from registration in the state where the prospective client resides. For information pertaining to the registration status of Roan Capital Partners, please contact the state securities regulators for those states in which Roan Capital Partners maintains a registration filing. A copy of Roan Capital Partners current written disclosure statement discussing Roan Capital Partners business operations, services, and fees is available at the SEC’s investment adviser public information website – www.adviserinfo.sec.gov or from Roan Capital Partners upon written request. Roan Capital Partners does not make any representations or warranties as to the accuracy, timeliness, suitability, completeness, or relevance of any information prepared by any unaffiliated third party, whether linked to Roan Capital Partners website or incorporated herein, and takes no responsibility therefor. All such information is provided solely for convenience purposes only and all users thereof should be guided accordingly.

This website and information are provided for guidance and information purposes only.  Investments involve risk and unless otherwise stated, are not guaranteed.  Be sure to first consult with a qualified financial adviser and/or tax professional before implementing any strategy.  This website and information are not intended to provide investment, tax, or legal advice.