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.