Broker Check

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

October 26, 2021

6:00p - 7:00p

Millersville Community 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.

October 28, 2021

6:00p - 7:00p

Gallatin Civic Center

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.

November 2, 2021

6:00p - 7:00p

Gallatin Civic Center

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.

November 4, 2021

6:00p - 7:00p

Mt Juliet Chamber of Commerce

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.

November 9, 2021

6:00p - 7:00p

Mt Juliet Chamber of Commerce

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.

November 11, 2021

2:00p - 3:00p

Fifty Forward

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.

November 16, 2021

2:00p - 3:00p

Fifty Forward

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.

December 2, 2021

6:00p - 7:00p

Union University

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.

December 7, 2021

6:00p - 7:00p

Union University

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.

December 9, 2021

6:00p - 7:00p

The Catfish House

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.

December 14, 2021

6:00p - 7:00p

The Catfish House

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.

Past Events

October 21, 2021

6:00p - 7:00p

Millersville Community 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.

October 19, 2021

6:00p - 7:00p

The Catfish House

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.

October 14, 2021

6:00p - 7:00p

The Catfish House

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.

October 12, 2021

2:00p - 3:00p

Mt. Juliet Chamber of Commerce

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.

October 7, 2021

6:00p - 7:00p

Mt. Juliet Chamber of Commerce

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