JOIN US FOR A COMPLIMENTARY PRESENTATION

2025: TARIFFS, TRADE WARS, FED DECISIONS, INFLATION, A POTENTIAL RECESSION, A SLOWING ECONOMY, AND THE RISK OF RISING TAXES ...

What Could Possibly Go Wrong?

We're sorry - all events are now closed.

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.

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.

Privacy Policy | Terms and Conditions
RSVP.org is owned and operated by LeadingResponse, a BBB-accredited business.
Copyright © 2025. All Rights Reserved.

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