We invite you to dinner at 6:00pm on Tuesday, January 23rd. Following dinner, please join us for an open dialogue by Financial Advisors Jake and Josh who will have a frank conversation about the 2023 markets and talk about where we are moving in 2024 to move forward in a positive way.

When: Tuesday, January 23, 2024 - 6:00
Where: 1971 English Tavern Rd.
Lynchburg, VA 24501
Host: Legacy Wealth Management Group
Phone: 434-266-1214

Game Show night

Come join us on Tuesday, March 5th for a night of family fun! If you choose, wear your whacky 70's garb to amp up the fun, grab your favorite snack bar snacks, and cheer on our very own Legacy families in the popular game show...Family Feud!


Our Legacy snack bar opens at 6pm for hotdogs, nachos and more, and the game starts at 7pm! Come grab a good seat and be ready for a night of laughs!


This client appreciation event is wildly popular, so we expect another full house. Please RSVP to Renee at 434-266-1214 or email her at so that she can reserve a spot for you.


1971 English Tavern Rd. Lynchburg 24501

When: Tuesday, March 5, 2024 - 6:00

Educational Event

When: Tuesday, April 16, 2024 - 6:00

Company Picnic / Fireworks at the Lynchburg Hillcats game

Join us for a  night under the lights at the Lynchburg Hillcats baseball game! An All-American favorite summer past-time: Baseball, Hotdogs and fireworks at the ball field!


Legacy will provide your game tickets as well as hot dogs, hamburgers and all the fixin's under the pavillion at the stadium on Saturday, May 20th, at 6:00. The game starts at 6:30. After the ball game, stick around for the famous Hillcats fireworks! We are looking forward to a fun evening to celebrate with your family under the stars.


RSVP is required with your exact count of adults and children by May 10th. Please call Renee at 434-266-1214 or email her at

When: Saturday, June 1, 2024 - 6:00
Where: 3180 Fort Ave
Lynchburg, VA 24501
Lynchburg City Stadium

Legacy Client Movie Night!

Movie - To be announced closer to movie night date

When: Thursday, August 1, 2024 - 6:00

Jazz night / Client Appreciation Night

Please join us for a hot night of cool jazz we celebrate you, our amazing Legacy family. We will have great music and hors d'oeuvres. Our Legacy team will be dressed up to celebrate, so dress to impress or come as you are.


Join the celebration to help make this an evening to remember.


Legacy Wealth Management Group Auditorium

1971 English Tavern Rd. Lynchburg, VA 24501

When: Tuesday, September 24, 2024 - 6:00

Educational Event

To be announced

When: Tuesday, October 29, 2024 - 6:00

Legacy Client Drive Through Christmas Wonderland of Lights

You are invited to our 5th annual Christmas Winter Wonderland of treats and lights! We love and appreciate our clients, and we are excited to bring you our even bigger and better opening night of lights! Spreading Christmas cheer is our joy, and Santa & us jolly elves are excited to bring you fun and surprises!


The community is invited to come on the second night, and we hope you share your pictures and excitement from Thursday and extend this FREE invitation to those you know!

Client Holiday lights - Thursday, December 5th from 5-8pm


Please RSVP to: Renee at (434)266-1214 or

When: Thursday, December 5, 2024 - 5:00
Where: 1971 English Tavern Rd.
Lynchburg, VA 24501
Host: Legacy Wealth Management Group
Phone: 434-266-1214