1-800-976-1093 RSVP Code 489945c Select a Date and Register

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

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Click an event date below to register!

Tue Sep 16

Ruth's Chris Steak House - Waitlist Only

6:00pm Central - 2100 West End Ave Nashville, TN 37203

This Event Is Full This Event Has Already Taken Place

Thu Sep 18

Ruth's Chris Steak House - Waitlist Only

6:00pm Central - 2100 West End Ave Nashville, TN 37203

This Event Is Full This Event Has Already Taken Place

Tue Sep 23

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

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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