JOIN US FOR A COMPLIMENTARY PRESENTATION

INCOME AND TAX PLANNING FOR RETIREMENT

What You Need to Know for 2026 and Beyond

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What You'll Learn

  • How long your money needs to last (and how to plan for it)
  • The impact of the 2026 tax changes and OBBB updates
  • Managing market volatility in retirement
  • Social Security timing considerations
  • Facing increasing healthcare costs
  • How inflation and rising costs affect your spending power

Featured Speakers

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

We've had the honor of serving the residents of Middle Tennessee for over 20 years now. This complimentary dinner and presentation is ideal if you:

• Are retired or planning to retire within the next 5–10 years

• Want a clearer picture of how to build consistent income

• Are concerned about taxes increasing

• Wonder whether your portfolio is balanced for this season of life

• Want to feel more confident about making your money last

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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