JOIN US FOR A COMPLIMENTARY PRESENTATION

Election 2024

Headlines of Fear, Biased Media, Industry Warnings of Financial Collapse… Are you tired of hearing this yet?

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What You'll Learn

  • Election-Year Investing: Tips for positioning retirement assets for the 2024 Election, REGARDLESS of outcome.
  • Inflation: Steps you can take now to protect your retirement assets from the impacts of inflation.
  • Income: How much is enough? Learn strategies to generate predictable and dependable lifetime income.
  • Taxes: How upcoming tax changes can be used to your favor.
  • Social Security: How to maximize your benefits and protect your spouse.
  • The Market/Volatility: How to find opportunity in potential market volatility.

Featured Speakers

Jon Maxson, Dan Benson CFP®, and Pete Benson

We have worked with many residents of Tennessee over 20 years. Our relationship started the same way… We invited them to one of our local events just like this one at Perry’s Steakhouse & Grille. Those Folks had the same concerns that you do about retirement.

Are my taxes going to go up? | Will I outlive my money? | Will healthcare costs keep rising?

Come enjoy this complimentary dinner and presentation, so you can learn little-known strategies that other successful families are utilizing on the path to a safe and secure retirement.

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This event is best suitable and intended for those who are 45 years of age or older AND have at least $100 thousand or more in savings. This event is for first time attendees, if you have attended in the past, please call our office prior to registration. 615-224-9794