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02 Dec '21

Estate Planning Workshop

December 2 @ 6:00 pm - 7:00 pm
Union University, 205 Indian Lake Blvd
Hendersonville, TN 37075 United States
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07 Dec '21

Estate Planning Workshop

December 7 @ 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 the IRS Revenue Codes could impact tax savings exemption and deductions, the time is now to make sure that your estate plan can weather these changes. At our upcoming event, you’ll learn about how the new Administration, Senate, and Congress could impact your ability to take advantage of certain estate-planning tools. You’ll hear straightforward facts about the…

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09 Dec '21

Maximizing Your Social Security Benefits

December 9 @ 6:00 pm - 7:00 pm
The Catfish House, 3424 Tom Austin Highway
Springfield, TN 37172

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.  For example, deciding when to claim your Social Security benefits could mean the difference of over $100,000 in benefits in your lifetime.  Unfortunately, however, many retirees and those nearing retirement don’t fully understand how their benefits work and…

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14 Dec '21

Maximizing Your Social Security Benefits

December 14 @ 6:00 pm - 7:00 pm
The Catfish House, 3424 Tom Austin Highway
Springfield, TN 37172

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.  For example, deciding when to claim your Social Security benefits could mean the difference of over $100,000 in benefits in your lifetime.  Unfortunately, however, many retirees and those nearing retirement don’t fully understand how their benefits work and…

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