1-800-976-1093 RSVP Code 489664c Register Now!

JOIN US FOR A COMPLIMENTARY PRESENTATION

THE ONE BIG BEAUTIFUL BILL

Know How This Legislation Will Impact Your Investments, Income, Taxes, Healthcare, Family, and Legacy

Click the date below to register!

Tue Sep 16

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

Retirement Income Planning - How and When to Make the Most of Your Benefits and Your Spouse’s Future
Maximizing Social Security through the OBBB
Investment Opportunities in Today’s Market
Current Tax Reduction Strategies - The Right Planning Can Reduce Your Tax Burden
Healthcare Planning - Do you have the right team?
Estate Planning - Protect your loved ones

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.

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