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

July 21, 2020

6:00p - 7:00p

Cumberland University

July 23, 2020

2:00p - 3:00p

Cumberland University

July 23, 2020

6:00p - 7:00p

Union University

July 28, 2020

6:00p - 7:00p

Union University

August 6, 2020

2:00p - 3:00p

Volunteer State Community College

August 11, 2020

6:00p - 7:00p

Volunteer State Community College

August 13, 2020

6:00p - 7:00p

Volunteer State Community College

August 18, 2020

6:00p - 7:00p

Volunteer State Community College

September 3, 2020

2:00p - 3:00p

Union University

September 8, 2020

6:00p - 7:00p

Union University

September 11, 2020

10:00a - 2:00p

Wood Financial Group - Hendersonville Office

October 15, 2020

6:00p - 7:00p

Union University

October 20, 2020

6:00p - 7:00p

Union University

December 3, 2020

2:00p - 3:00p

Union University

December 8, 2020

6:00p - 7:00p

Union University

Past Events

June 25, 2020

5:00p - 6:00p

Zoom Webinar

June 23, 2020

5:00p - 6:00p

Zoom Webinar

May 19, 2020

6:00p - 7:00p

Union University

POSTPONED 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 14, 2020

6:00p - 7:00p

Union University

POSTPONED 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 12, 2020

6:00p - 7:00p

Mt. Juliet Public Library

POSTPONED 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 7, 2020

2:00p - 3:00p

Mt. Juliet Public Library

POSTPONED 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.

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.

Event Registration