JOIN US FOR A COMPLIMENTARY PRESENTATION

Stay in Control of Your Retirement

Market Volatility, Inflation, Global Events, Evolving Tax Laws, political shifts…How will that impact you and your family’s future?

Select a Date and Register

Click an event date below to register!

Thu Oct 15
Perry's Steakhouse and Grille
6:00pm Central - 5028 Aspen Grove Dr Franklin, TN 37067
This Event Is Full This Event Has Already Taken Place
Tue Oct 20
Perry's Steakhouse and Grille
6:00pm Central - 5028 Aspen Grove Dr Franklin, TN 37067
This Event Is Full This Event Has Already Taken Place
Thu Oct 22
Perry's Steakhouse and Grille
6:00pm Central - 5028 Aspen Grove Dr Franklin, TN 37067
This Event Is Full This Event Has Already Taken Place

What You'll Learn

  • Recognizing portfolio risk and having a long-term investment strategy
  • Important tax planning in light of our national debt
  • Impact of inflation and rising expenses
  • Creating sustainable retirement income
  • Maximizing your Social Security
  • Protecting your legacy through estate planning
Select a Date and Register

Featured Speakers

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

Every seminar host and event speaker is passionate about empowering attendees with the knowledge and confidence needed to take control of their own financial future. In addition to learning how to achieve your current and long-term financial goals, you’ll get valuable advice on topics such as when to apply for Social Security benefits, how to protect your financial legacy for future generations with a well-crafted estate plan, strategies for reducing your tax burden during retirement and so much more.

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