JOIN US FOR A COMPLIMENTARY PRESENTATION

A Critical Time For Retirement Decisions In An Ever-Changing Economy

Is Your Retirement Plan Prepared for This Environment?

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What You'll Learn

  • 2026 Tax Changes, OBBB & Phaseout Risks
  • Income Planning in an Unpredictable Market
  • Inflation, Rising Costs & Spending Power in 2026
  • Managing Market Volatility & Portfolio Risk
  • Social Security's Impact on Lifetime Wealth
  • The Healthcare & Long-Term Care Cost Reality

Featured Speakers

Jon Maxson, CEO; Pete Benson, Senior Partner; and Dan Benson, President

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 PLEASE NOTE: The June 16th seminar at 6:00 PM may be photographed or recorded. Photos, video, and audio from the event may be used by the firm for training, educational, or marketing purposes. By attending the seminar, you understand that photography and recording may take place. If you do not want to appear in photos or recordings, please let the seminar organizers know before the event.