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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, 2022 @ 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, 2022 @ 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, 2022 @ 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, 2022 @ 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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Retirement Preparation 101 Ready, Set, Retire! Complimentary Dinner Event!

August 23, 2022 @ 6:00 pm - 8:00 pm
Parthenon Grille, 1962 South Church Street
Murfreesboro, TN 37130 United States
+ Google Map

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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September 2022

Retirement Preparation 101 – Dinner Event – Chattanooga

September 8, 2022 @ 6:00 pm - 8:00 pm
The Feed, 201 West Main Street
Chattanooga, Tennesse 37408 United States
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You are cordially invited to an educational dinner event for area residents who are retired or nearing retirement. 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…

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Dinner Event in Chattanooga

September 13, 2022 @ 6:00 pm - 8:00 pm
The Feed, 201 West Main Street
Chattanooga, Tennesse 37408 United States
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Register HERE 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 act upon immediately. Part 1: Do you know what it takes to retire? The 5 key areas to address before retirement. How to…

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Social Security Live Webinar

September 20, 2022 @ 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, 2022 @ 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, 2022 @ 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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