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

We're sorry - all events are now closed.

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.

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Please note, for the 11:30 AM event on December 2nd, and THAT EVENT ONLY, be advised that this seminar will be recorded. The recording may include video, audio, and any materials shared or presented during the session. By participating in this seminar, you consent to being recorded. The recording may be used for educational, training, or promotional purposes by the organizers. If you have concerns or do not wish to appear in the recording, please contact the seminar organizers prior to the event. 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