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Past Events

06 May '21

Estate Planning Workshop

May 6, 2021 @ 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…

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11 May '21

Estate Planning Workshop

May 11, 2021 @ 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
19 Oct '21

Maximizing Your Social Security Benefits

October 19, 2021 @ 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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28 Oct '21

Maximizing Your Social Security Benefits

October 28, 2021 @ 6:00 pm - 7:00 pm
Gallatin Civic Center, 210 Albert Gallatin Ave
Gallatin, Tennesse 37066

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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02 Nov '21

Maximizing Your Social Security Benefits

November 2, 2021 @ 6:00 pm - 7:00 pm
Gallatin Civic Center, 210 Albert Gallatin Ave
Gallatin, Tennesse 37066

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…

Details
04 Nov '21

Maximizing Your Social Security Benefits

November 4, 2021 @ 6:00 pm - 7:00 pm
Mt. Juliet Chamber of Commerce, 2055 N Mt Juliet Rd
Mt Juliet, TN 37122 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.  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…

Details
09 Nov '21

Maximizing Your Social Security Benefits

November 9, 2021 @ 6:00 pm - 7:00 pm
Mt. Juliet Chamber of Commerce, 2055 N Mt Juliet Rd
Mt Juliet, TN 37122 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.  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…

Details
02 Dec '21

Estate Planning Workshop

December 2, 2021 @ 6:00 pm - 7:00 pm
Union University, 205 Indian Lake Blvd
Hendersonville, TN 37075 United States
Details
07 Dec '21

Estate Planning Workshop

December 7, 2021 @ 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…

Details
09 Dec '21

Maximizing Your Social Security Benefits

December 9, 2021 @ 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…

Details
06 Jan '22

Important Things to Know About Your IRA/401(k)

January 6 @ 6:00 pm - 7:00 pm
Mt. Juliet Chamber of Commerce, 2055 N Mt Juliet Rd
Mt Juliet, TN 37122 United States

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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11 Jan '22

Important Things to Know About Your IRA/401(k)

January 11 @ 6:00 pm - 7:00 pm
Mt. Juliet Chamber of Commerce, 2055 N Mt Juliet Rd
Mt Juliet, TN 37122 United States

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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