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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

More events are on the way! Check back soon for more information.

Past Events

May 24, 2022

6:00p - 7:00p

Volunteer State Community College

IRA and 401K Mistakes Workshop (copy)

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.

May 19, 2022

6:00p - 7:00p

Volunteer State Community College

IRA and 401K Mistakes Workshop

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.

May 17, 2022

2:00p - 3:00p

Fifty Forward Donelson Station

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.

May 12, 2022

2:00p - 3:00p

Fifty Forward Donelson Station

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.

May 10, 2022

6:00p - 7:00p

Ruth's Chris Steak House

IRA and 401K Mistakes Workshop

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.

May 5, 2022

6:00p - 7:00p

Ruth's Chris Steak House

IRA and 401K Mistakes Workshop

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.

May 3, 2022

6:00p - 7:00p

Ruth's Chris Steakhouse

Maximizing Your Social Security Benefits Workshop

New laws and proposed changes to Social Security for 2022 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.

April 28, 2022 - May 25, 2022

6:00p - 7:00p

Ruth's Chris Steakhouse

Maximizing Your Social Security Benefits Workshop

New laws and proposed changes to Social Security for 2022 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.

April 26, 2022

6:00p - 7:00p

Ruth's Chris Steak House

IRA and 401K Mistakes Workshop

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.

April 21, 2022

6:00p - 7:00p

Ruth's Chris Steak House

IRA and 401K Mistakes Workshop

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.

April 12, 2022

6:00p - 7:00p

Mt Juliet Chamber of Commerce

Maximizing Your Social Security Benefits Workshop

New laws and proposed changes to Social Security for 2022 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.

April 7, 2022

6:00p - 7:00p

Mt Juliet Chamber of Commerce

Maximizing Your Social Security Benefits Workshop

New laws and proposed changes to Social Security for 2022 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.

April 5, 2022

6:00p - 7:00p

Catfish House

IRA and 401K Mistakes Workshop

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.

March 31, 2022

6:00p - 7:00p

Catfish House

IRA and 401K Mistakes Workshop

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.

March 29, 2022

6:00p - 7:00p

Volunteer State Community College

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 8, 2022

6:00p - 7:00p

Millersville Community 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