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September 2022

Social Security Live Webinar

September 20 @ 6:00 pm - 7:00 pm
Online

When: Tuesday, September 20th at 6:00 PM CDT Reformations for Social Security are in motion. You may have to pay more, but you’ll also get more...One of the few positive by-products of spiking inflation due to the pandemic is that the Social Security Administration noticed and did something about it. As a result, several essential adjustments are coming to a Social Security statement near you in 2022. Bracing or embracing these upcoming changes can reduce benefits by up to 57%,…

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October 2022

RMDs & Taxes: Retirement Planning Webinar

October 13 @ 6:30 pm
Online Webinar

Thursday, October 13th at 6:30 PM CDT Good News for Seniors: RMD Formula Changing for First Time in Decades. The IRS has good news for retirees: you can now keep more money in your tax-deferred retirement accounts thanks to lower required minimum distributions (RMDs). You may have missed last year's changes to RMD rules in all the chaos and news items last year. Required minimum distributions (RMDs) are changing starting in 2023. Learn more about how these changes can impact…

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Planning for a Recession with Inflation in Retirement

October 20 @ 6:00 pm
ONE22WEST, 122 West Lincoln Street
Tullahoma, TN 37388 United States
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You and a guest are cordially invited to an informational meal event for area residents 50 and older who are retired or planning to retire soon. This informative and entertaining program is COMPLIMENTARY. There is no obligation. Enjoy a complimentary meal immediately after the presentation. Please join local retirement specialist Nathan Cox, who will share insights on taxes, the economy, potential changes coming from Washington – and what it all means for your retirement. Best of all, you will leave…

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Social Security Planning Webinar

October 22 @ 10:00 am
Online Webinar

REGISTER HERE Join us for this critical NO COST web-based presentation hosted by retirement specialists and get your questions answered. When: Saturday, October 22nd at 10:00 AM CDT Where: This is an online presentation. Reformations for Social Security are in motion. You may have to pay more, but you'll also get more... One of the few positive by-products of spiking inflation due to the pandemic is that the Social Security Administration noticed and did something about it. As a result,…

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Planning for a Recession with Inflation in Retirement

October 25 @ 6:00 pm
ONE22WEST, 122 West Lincoln Street
Tullahoma, TN 37388 United States
+ Google Map

You and a guest are cordially invited to an informational meal event for area residents 50 and older who are retired or planning to retire soon. This informative and entertaining program is COMPLIMENTARY. There is no obligation. Enjoy a complimentary meal immediately after the presentation. Please join local retirement specialist Nathan Cox, who will share insights on taxes, the economy, potential changes coming from Washington – and what it all means for your retirement. Best of all, you will leave…

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November 2022

10 IRA & 401(k) Mistakes Webinar

November 5 @ 10:30 am
Online Webinar

Saturday, November 5th at 10:30 AM CT Are you aware of the most common IRA and 401(k) tax traps and pitfalls? It's crucial to be familiar with the ins and outs of your retirement account, or your mistakes could be costly. If you run afoul of some of the IRS rules, the penalties can be stiff — up to disqualification and taxation of your entire retirement account. If you're an IRA or 401(k) owner, you'll want to know how to…

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Planning for a Recession with Inflation in Retirement

November 10 @ 6:00 pm
Tasty Table, 215 N Church Street
Murfreesboro, 37130 United States
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Thursday, November 10th at 6 PM  Are you concerned about the Financial Market Forecast? Learn how to recover, where to invest, and how to create income. You and a guest are cordially invited to an informational meal event for area residents 50 and older who are retired or planning to retire soon. This informative and entertaining program is COMPLIMENTARY. There is no obligation. Enjoy a complimentary meal immediately after the presentation. Please join local retirement specialist Nathan Cox, who will…

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Planning for a Recession with Inflation in Retirement

November 11 @ 6:00 pm
The Feed, 201 West Main Street
Chattanooga, Tennesse 37408 United States
+ Google Map

Tuesday, November 22nd at 6 PM  Are you concerned about the Financial Market Forecast? Learn how to recover, where to invest, and how to create income. You and a guest are cordially invited to an informational meal event for area residents 50 and older who are retired or planning to retire soon. This informative and entertaining program is COMPLIMENTARY. There is no obligation. Enjoy a complimentary meal immediately after the presentation. Please join local retirement specialist Nathan Cox, who will…

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Planning for a Recession with Inflation in Retirement

November 15 @ 6:00 pm
Tasty Table, 215 N Church Street
Murfreesboro, 37130 United States
+ Google Map

Tuesday, November 15th at 6 PM  Are you concerned about the Financial Market Forecast? Learn how to recover, where to invest, and how to create income. You and a guest are cordially invited to an informational meal event for area residents 50 and older who are retired or planning to retire soon. This informative and entertaining program is COMPLIMENTARY. There is no obligation. Enjoy a complimentary meal immediately after the presentation. Please join local retirement specialist Nathan Cox, who will…

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Planning for a Recession with Inflation in Retirement

November 17 @ 11:00 am
The Feed, 201 West Main Street
Chattanooga, Tennesse 37408 United States
+ Google Map

Thursday, November 17th at 11 AM  Are you concerned about the Financial Market Forecast? Learn how to recover, where to invest, and how to create income. You and a guest are cordially invited to an informational meal event for area residents 50 and older who are retired or planning to retire soon. This informative and entertaining program is COMPLIMENTARY. There is no obligation. Enjoy a complimentary meal immediately after the presentation. Please join local retirement specialist Nathan Cox, who will…

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