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
May 7, 2020
2:00p - 3:00p
Mt. Juliet Public Library
RMD Workshop
At 70 1/2 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, 2020
6:00p - 7:00p
Mt. Juliet Public Library
RMD Workshop
At 70 1/2 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 14, 2020
6:00p - 7:00p
Union University
Maximizing Your Social Security Benefits
2019 is setting up to be a tumultuous year for Social Security. New laws or modifications to past laws may impact your benefits and the way you make your election. Your Social Security claiming strategies can vary dramatically depending on numerous factors that the government doesn’t share directly with you. Often, you must find out the information on your own. Come and learn more at this group presentation, hosted by local retirement specialist, Wesley Wood. This educational event will cover the basics of Social Security and reveal the latest strategies for maximizing your benefits.
May 19, 2020
6:00p - 7:00p
Union University
Maximizing Your Social Security Benefits
2019 is setting up to be a tumultuous year for Social Security. New laws or modifications to past laws may impact your benefits and the way you make your election. Your Social Security claiming strategies can vary dramatically depending on numerous factors that the government doesn’t share directly with you. Often, you must find out the information on your own. Come and learn more at this group presentation, hosted by local retirement specialist, Wesley Wood. This educational event will cover the basics of Social Security and reveal the latest strategies for maximizing your benefits.
June 4, 2020
2:00p - 3:00p
Volunteer State Community College
RMD Workshop
At 70 1/2 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.
June 9, 2020
6:00p - 7:00p
Volunteer State Community College
RMD Workshop
At 70 1/2 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.
June 11, 2020
6:00p - 7:00p
Cumberland University - Labry Hall Room 116
Maximizing Your Social Security Benefits
2019 is setting up to be a tumultuous year for Social Security. New laws or modifications to past laws may impact your benefits and the way you make your election. Your Social Security claiming strategies can vary dramatically depending on numerous factors that the government doesn’t share directly with you. Often, you must find out the information on your own. Come and learn more at this group presentation, hosted by local retirement specialist, Wesley Wood. This educational event will cover the basics of Social Security and reveal the latest strategies for maximizing your benefits.
June 16, 2020
6:00p - 7:00p
Cumberland University - Labry Hall Room 116
Maximizing Your Social Security Benefits
2019 is setting up to be a tumultuous year for Social Security. New laws or modifications to past laws may impact your benefits and the way you make your election. Your Social Security claiming strategies can vary dramatically depending on numerous factors that the government doesn’t share directly with you. Often, you must find out the information on your own. Come and learn more at this group presentation, hosted by local retirement specialist, Wesley Wood. This educational event will cover the basics of Social Security and reveal the latest strategies for maximizing your benefits.
July 16, 2020
2:00p - 3:00p
Cumberland University - Labry Hall Room 116
RMD Workshop
At 70 1/2 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.
July 21, 2020
6:00p - 7:00p
Cumberland University - Labry Hall Room 116
RMD Workshop
At 70 1/2 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.
Past Events
February 12, 2020
10:00a - 11:30a
Bluegrass Yacht & Country Club
February 4, 2020
6:00p - 7:30p
Bluegrass Yacht & Country Club
December 17, 2019
2:00p - 3:00p
Volunteer State Community College - Rochelle Center
RMD Workshop
At 70 1/2 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.