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May 2022

In Person Educational Event – The Basics of a Good Estate Plan

May 26 @ 6:00 pm - 7:00 pm
University of Tennessee Chattanooga, 615 McCallie Ave
Chattanooga, Tennessee 37403
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Please join us at The University of Tennessee Chattanooga! Raccoon Mountain Room - Room 269 Thursday, May 26th at 6:00 PM    Estate Planning Live in Person Workshop  Why estate planning is an essential part of good overall financial planning. Discover from Nathan Cox how to help avoid the biggest mistake that can derail one’s retirement plans in a time of a crisis like we are experiencing today…   What is Estate Planning? Tangible Reasons for Good Estate Planning Estate…

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Join Us for an IN PERSON Live Workshop – Tangible Reasons for Good Estate Planning

May 31 @ 2:00 pm - 3:00 pm
University of Tennessee Chattanooga, 615 McCallie Ave
Chattanooga, Tennessee 37403
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Please join us at The University of Tennessee Chattanooga! Raccoon Mountain Room - Room 269 Tuesday, May 31st at 2:00 PM    Estate Planning Live in Person Workshop  Why estate planning is an essential part of good overall financial planning. Discover from Nathan Cox how to help avoid the biggest mistake that can derail one’s retirement plans in a time of a crisis like we are experiencing today…   What is Estate Planning? Tangible Reasons for Good Estate Planning Estate…

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June 2022

Taxes & Fees in Retirement Live Webinar – *Online Only*

June 2 @ 6:00 pm - 7:00 pm
Online Webinar

          In a world where suddenly there is so much more uncertainty, instability and risk, how we think about retirement may change. The goal of income tax planning is to help minimize your federal income tax liability. You can achieve this in different ways. Get informed--Get the facts! Join us for this timely webinar where you will learn: 👉 How much do you have to make to break even on your investments? 👉 How to help prepare for…

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Savvy Social Security Webinar

June 16 @ 6:00 pm - 7:00 pm
Online

During this webinar you will discover: How beneficiaries may receive a big inflation bump. How you can earn more in retirement without losing early benefits. How full retirement age is increasing to 67 for those turning 62. How three special claiming strategies could increase benefits. How Medicare Part B monthly premiums stand to increase. How survivors without children and even divorcees of workers who pass may qualify for benefits. ✅ Your Social Security is taxable... unless you do one simple…

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A Thorough Look Into The Baby Boomer Movie, Preserving Your Retirement Income

June 23 @ 6:00 pm - 8:00 pm

Interested in watching the full movie? This movie normally costs $29.99, but we are inviting you to our private screening, so you can have any questions or concerns answered. Event Date: 6/23/2022, 6 – 8pm The Baby Boomer Dilemma Event Location: Regal Tullahoma 8 2221 N. Jackson Street Tullahoma, TN 37388 The Baby Boomer Dilemma is an exposé of America’s retirement experiment. ​Now playing in limited theaters. This film features the nation’s top economic minds in this space including Robert…

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Know the facts! Join us for this complimentary presentation on Required Minimum Distributions

June 28 @ 2:00 pm - 3:00 pm
Online Webinar

More RMD Changes to Come for 2022! When you MUST start taking RMDs! Required minimum distributions (RMDs) are changing starting in 2022. Learn more about how these changes can potentially impact your future. The IRS requires withdrawals in retirement known as Required Minimum Distributions (RMDs). Failing to withdraw your RMD by the deadline may result in a big tax code penalty as high as 50%. It’s crucial to become familiar with the coming changes, or your mistakes could be costly:…

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July 2022

Saturday July 9th @ 10 AM CST -Learn how to help avoid the critical mistakes that 80% of IRA owners make!

July 9 @ 10:00 am - 11:00 am
Online Webinar

Discover from David J. Scranton some of the biggest mistakes that can derail retirement plans in a time of a crisis like we are experiencing today... One time only: Saturday, July 9th at 10:00 AM CDT WHERE? Join us from the comfort of your couch. View on your computer or phone! During this webinar you will discover: How the current administration may impact your retirement income. How to use your IRA for tax-inefficient investments. How the SECURE Act 10-Year rule…

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Tangible Reasons for Good Estate Planning – Thursday, July 21, 2022 · 6:00 PM CDT – ONLINE ONLY

July 21 @ 6:00 pm - 7:00 pm
Online Webinar

LIVE ONLINE WEBINAR Thursday, July 21, 2022 · 6:00 PM CDT Estate Planning Live Webinar Why estate planning is an essential part of good overall financial planning. Discover from Nathan Cox how to help avoid the biggest mistake that can derail one’s retirement plans in a time of a crisis like we are experiencing today… What is Estate Planning? Tangible Reasons for Good Estate Planning Estate Tax Thresholds What was right for you yesterday, might not be right today Pros…

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The Baby Boomer Dilemma – Private Movie showing

July 26 @ 6:00 pm - 8:00 pm
Green Hills Stadium 16, 3815 Greenhills Village Drive
Nashville, Tennessee 37215
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Interested in watching the full movie? This movie normally costs $29.99, but we are inviting you to our private screening, so you can have any questions or concerns answered. Event Date: Tuesday July 26th, 6 – 8pm The Baby Boomer Dilemma Event Location: Green Hills Stadium 16  3815 Green Hills Village Drive Nashville, TN 37215 The Baby Boomer Dilemma is an exposé of America’s retirement experiment. ​Now playing in limited theaters. This film features the nation’s top economic minds in…

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August 2022

Retirement Preparation 101 Ready, Set, Retire! Complimentary Dinner Event!

August 18 @ 6:00 pm - 8:00 pm
Parthenon Grille, 1962 South Church Street
Murfreesboro, TN 37130 United States
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This informative and entertaining program is ABSOLUTELY FREE. There is no obligation, and nothing will be sold. Enjoy a complimentary dinner served immediately after the presentation. Well-known local retirement specialist Nathan Cox will reveal the latest proven techniques and strategies to help you preserve your capital, get more income, decrease your risk and help reduce your tax burden. Learn what the Government and other advisors don’t want you to know. Best of all, you will leave with valuable information you can…

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