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. 

August 20, 2019

6:00p - 7:00p

Volunteer State Community College - Caudill 102

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

September 5, 2019

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.

September 10, 2019

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.

September 12, 2019

6:00p - 7:00p

Cumberland University - Labry Hall Room 117

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

September 17, 2019

6:00p - 7:00p

Cumberland University - Labry Hall Room 117

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

Event Registration

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