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Events

We believe in educating the public about financial matters, keeping our clients up to date, and having fun! Join us for one of our events by registering below. 

Upcoming Events

March 4, 2021

6:00p - 7:00p

Volunteer State Community College

Maximizing Your Social Security Benefits Workshop

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.

March 9, 2021

6:00p - 7:00p

Volunteer State Community College

Maximizing Your Social Security Benefits Workshop

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.

March 10, 2021

6:00p - 7:00p

Virtual Webinar

Required Minimum Distribution (RMD) WEBINAR

Join us from the comfort of your living room!

March 11, 2021

6:00p - 7:00p

Volunteer State Community College

Estate Planning Workshop

Do you need a will? A trust? Power of Attorney? What happens if you pass and don't have one? Answer these questions and more at this informative workshop.

March 16, 2021

6:00p - 7:00p

Volunteer State Community College

Estate Planning Workshop

Do you need a will? A trust? Power of Attorney? What happens if you pass and don't have one? Answer these questions and more at this informative workshop.

March 18, 2021

6:00p - 7:00p

Jimmy Floyd Family Center

Required Minimum Distribution (RMD) Workshop

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.

March 23, 2021

2:00p - 3:00p

Jimmy Floyd Family Center

Required Minimum Distribution (RMD) Workshop

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.

April 16, 2021

9:00a - 12:00p

Wood Financial Group

Past Events

March 2, 2021

6:00p - 7:00p

Union University

February 25, 2021

2:00p - 3:00p

Union University

February 23, 2021

6:00p - 7:00p

Jimmy Floyd Family Center

Estate Planning Workshop

Do you need a will? A trust? Power of Attorney? What happens if you pass and don't have one? Answer these questions and more at this informative workshop.

Event Registration