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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

May 11, 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.

May 13, 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.

May 18, 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.

Past Events

May 6, 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.

May 4, 2021

6:00p - 7:00p

Virtual Webinar

IRA and 401K Mistakes Webinar

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 27, 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.

Event Registration