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.