Estate Planning: Wills & Living Trusts

North River Civic Center 1009 Executive Dr, Hixson, TN, United States

A well-thought-out Estate Plan is essential for anyone that owns a home or has assets. With many questions on how new IRS Revenue codes could impact tax savings exemptions and deductions, the time is now to help ensure your Estate Plan can weather these changes.

Free

Taking Back Control Of Your Financial Future

Skyline Loft at Ruby Falls 1720 Scenic Hwy, Chattanooga, TN, United States

Learning how to avoid costly mistakes may be the best investment you can make! Please join us at this educational dinner event for Chattanooga area residents who are retired or nearing retirement.

Free

An Important Event for Retirees and Anyone with Assets Worth Preserving

The Jackson Center 6001 Moquin Dr NW, Huntsville, AL, United States

A solid Estate Plan is essential, especially with recent IRS changes that may impact key strategies. Understanding taxes, wills vs. trusts, probate avoidance, and asset protection can help safeguard your family’s financial future.

Free

An Important Event for Retirees and Anyone with Assets Worth Preserving

The Jackson Center 6001 Moquin Dr NW, Huntsville, AL, United States

A solid Estate Plan is essential, especially with recent IRS changes that may impact key strategies. Understanding taxes, wills vs. trusts, probate avoidance, and asset protection can help safeguard your family’s financial future.

Free

Taking Back Control Of Your Financial Future

Skyline Loft at Ruby Falls 1720 Scenic Hwy, Chattanooga, TN, United States

Learning how to avoid costly mistakes may be the best investment you can make! Please join us at this educational dinner event for Chattanooga area residents who are retired or nearing retirement.

Free

An Important Event for Retirees and Anyone with Assets Worth Preserving

Murfreesboro Airport Business Center 1934 Memorial Blvd, Murfreesboro, TN, United States

Learn how to protect your assets, reduce taxes, and avoid probate with smart estate planning strategies. Recent changes to tax laws could impact your legacy—get the facts now to safeguard your family’s future!

Free

The Secret To Maximizing Your Social Security

Sevier Park Community Center 3021 Lealand Ln, Nashville, TN, United States

Learn how new tax laws could impact your estate and what you can do to protect your assets. Recent changes may affect your ability to minimize taxes, avoid probate, and secure your family's financial future. Get the facts now before it’s too late!

Free

Social Security: Maximizing Benefits & Minimizing Taxes

Red Bank Lions Club 3704 Dayton Blvd., Red Bank, TN, United States

Learn strategies to help maximize your social security benefits & minimize your taxes. Social Security is the first or second largest source of income for most retirees. Make sure you get the facts before you file!

Free

An Important Event for Retirees and Anyone with Assets Worth Preserving

Murfreesboro Airport Business Center 1934 Memorial Blvd, Murfreesboro, TN, United States

Learn how to protect your assets, reduce taxes, and avoid probate with smart estate planning strategies. Recent changes to tax laws could impact your legacy—get the facts now to safeguard your family’s future!

Free

Social Security: Maximizing Benefits & Minimizing Taxes

Red Bank Lions Club 3704 Dayton Blvd., Red Bank, TN, United States

Learn strategies to help maximize your social security benefits & minimize your taxes. Social Security is the first or second largest source of income for most retirees. Make sure you get the facts before you file!

Free