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Upcoming Events

27 Apr '21

Estate Planning Workshop

April 27 @ 6:00 pm - 7:00 pm
Volunteer State Community College, 1480 Nashville Pike
Gallatin, TN 37066 United States

A well-thought out Estate Plan is essential for anyone that owns a home or has assets. With many questions in the air on how updated IRS Revenue codes and the 2020 election could change important exemptions and deductions currently available, the time is now to make sure your Estate Plan is in good order. At our upcoming event, you’ll learn about how a Democrat-controlled Congress could impact your ability to take advantage of certain Estate Planning tools. You’ll hear straightforward…

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04 May '21

IRA and 401K Mistakes Webinar

May 4 @ 6:00 pm - 7:00 pm
VIRTUAL,

In our current economic climate of uncertainty, adjusting your retirement planning strategies to ensure you keep your savings safe is absolutely necessary. Join us and learn how to avoid the critical mistakes that 80% of IRA owners make.

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06 May '21

Estate Planning Workshop

May 6 @ 6:00 pm - 7:00 pm
Union University, 205 Indian Lake Blvd
Hendersonville, TN 37075 United States

A well-thought out Estate Plan is essential for anyone that owns a home or has assets. With many questions in the air on how updated IRS Revenue codes and the 2020 election could change important exemptions and deductions currently available, the time is now to make sure your Estate Plan is in good order. At our upcoming event, you’ll learn about how a Democrat-controlled Congress could impact your ability to take advantage of certain Estate Planning tools. You’ll hear straightforward…

Details
11 May '21

Estate Planning Workshop

May 11 @ 6:00 pm - 7:00 pm
Union University, 205 Indian Lake Blvd
Hendersonville, TN 37075 United States

A well-thought out Estate Plan is essential for anyone that owns a home or has assets. With many questions in the air on how updated IRS Revenue codes and the 2020 election could change important exemptions and deductions currently available, the time is now to make sure your Estate Plan is in good order. At our upcoming event, you’ll learn about how a Democrat-controlled Congress could impact your ability to take advantage of certain Estate Planning tools. You’ll hear straightforward…

Details
13 May '21

Social Security Workshop

May 13 @ 6:00 pm - 7:00 pm
Volunteer State Community College, 1480 Nashville Pike
Gallatin, TN 37066 United States

New laws and proposed changes to Social Security for 2021 and beyond have the potential to impact your benefits and quality of life during retirement. By keeping yourself informed, you can be sure to make the best decisions for your financial future.

Details
18 May '21

Social Security Workshop

May 18 @ 6:00 pm - 7:00 pm
Volunteer State Community College, 1480 Nashville Pike
Gallatin, TN 37066 United States

New laws and proposed changes to Social Security for 2021 and beyond have the potential to impact your benefits and quality of life during retirement. By keeping yourself informed, you can be sure to make the best decisions for your financial future.

Details
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