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Past Events

04 Mar '21

Social Security Workshop

March 4, 2021 @ 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
09 Mar '21

Social Security Workshop

March 9, 2021 @ 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
12 Mar '21

Estate Planning Workshop

March 12, 2021 @ 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…

Details
15 Mar '21

Required Minimum Distributions (RMD) Workshop

March 15, 2021 @ 6:00 pm - 7:00 pm
Mt. Juliet Chamber of Commerce, 2055 N Mt Juliet Rd
Mt Juliet, TN 37122 United States

At 72 years old, the IRS requires you to start taking distributions from your IRAs, 401ks and other qualified accounts. If you fail to take the correct amount at the correct time from the correct account, you can face a 50% tax penalty which can substantially increase your tax bill. Join us to learn about RMDs, how to calculate your required withdraw amount and how you can potentially save on taxes with different distribution strategies.

Details
16 Mar '21

Estate Planning Workshop

March 16, 2021 @ 6:00 pm - 7:00 pm

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
18 Mar '21

Required Minimum Distributions (RMD) Workshop

March 18, 2021 @ 6:00 pm - 7:00 pm
Jimmy Floyd Family Center, 511 N Castle Heights Avenue
Lebanon, TN 37087 United States

At 72 years old, the IRS requires you to start taking distributions from your IRAs, 401ks and other qualified accounts. If you fail to take the correct amount at the correct time from the correct account, you can face a 50% tax penalty which can substantially increase your tax bill. Join us to learn about RMDs, how to calculate your required withdraw amount and how you can potentially save on taxes with different distribution strategies.

Details
23 Mar '21

Required Minimum Distributions (RMD) Workshop

March 23, 2021 @ 2:00 pm - 3:00 pm
Jimmy Floyd Family Center, 511 N Castle Heights Avenue
Lebanon, TN 37087 United States

At 72 years old, the IRS requires you to start taking distributions from your IRAs, 401ks and other qualified accounts. If you fail to take the correct amount at the correct time from the correct account, you can face a 50% tax penalty which can substantially increase your tax bill. Join us to learn about RMDs, how to calculate your required withdraw amount and how you can potentially save on taxes with different distribution strategies.

Details
25 Mar '21

Social Security Workshop

March 25, 2021 @ 6:00 pm - 7:00 pm
Union University, 205 Indian Lake Blvd
Hendersonville, TN 37075 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
30 Mar '21

Social Security Workshop

March 30, 2021 @ 6:00 pm - 7:00 pm
Union University, 205 Indian Lake Blvd
Hendersonville, TN 37075 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
01 Apr '21

Required Minimum Distributions (RMD) Workshop

April 1, 2021 @ 2:00 pm - 3:00 pm
Volunteer State Community College, 1480 Nashville Pike
Gallatin, TN 37066 United States

At 72 years old, the IRS requires you to start taking distributions from your IRAs, 401ks and other qualified accounts. If you fail to take the correct amount at the correct time from the correct account, you can face a 50% tax penalty which can substantially increase your tax bill. Join us to learn about RMDs, how to calculate your required withdraw amount and how you can potentially save on taxes with different distribution strategies.

Details
22 Apr '21

Estate Planning Workshop

April 22, 2021 @ 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…

Details
27 Apr '21

Estate Planning Workshop

April 27, 2021 @ 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…

Details
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