1-800-976-1093 RSVP Code 483463c Select a Date and Register

JOIN US FOR A COMPLIMENTARY PRESENTATION

TARIFFS, TRADE WARS, FED DECISIONS, INFLATION, A POTENTIAL RECESSION, A SLOWING ECONOMY, AND THE RISK OF RISING TAXES ...

What you should know now about your financial and retirement plan

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Tue Jun 10

Perry's Steakhouse and Grille

6:00pm Central - 5028 Aspen Grove Dr Franklin, TN 37067

This Event Is Full This Event Has Already Taken Place

Thu Jun 12

Perry's Steakhouse and Grille - Waitlist Only

6:00pm Central - 5028 Aspen Grove Dr Franklin, TN 37067

This Event Is Full This Event Has Already Taken Place

What You'll Learn

Market Risk & Volatility: How they can affect your portfolio.
Comprehensive Income Planning: Generating reliable and predictable income.
Tax Reduction Strategies: Options to save as much as possible during retirement.
Maximizing Social Security & Medicare Benefits: How and when to make the most of your benefits and your spouse's future.
Estate Planning: Securing your legacy amid current tax thresholds and inheritance laws.

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Featured Speakers

Jon Maxson, CEO; Dan Benson, Exec. VP; and Pete Benson, Senior Partner

We've had the honor of serving the residents of Middle Tennessee for over 20 years now. Many client relationships start with a dinner and presentation, just like this. If you're concerned about your financial future—you're not alone.

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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