Latest Past Events

Social Security Educational Class

Manchester Coffee County Conference Center 147 Hospitality Boulevard, Manchester

Claiming Social Security at the wrong age may reduce your benefit by up to 57%! 2020 is setting up to be a tumultuous year for Social Security. New laws or modifications to past laws may impact your benefits and the way you make your election. Your Social Security claiming strategies can vary dramatically depending on […]

HOW TO AVOID THE LARGEST IRS TAX PENALTY

Stones River Country Club 1830 NW Broad St., Murfreesboro

IF YOU OWN A 401(K), IRA, 403(B) OR ANY OTHER RETIREMENT ACCOUNT AND YOU ARE BETWEEN THE AGES OF 64 – 72…PAY CLOSE ATTENTION Recent changes to qualified retirement accounts and IRS mandated Required Minimum Distributions (RMDs) bring advantages and disadvantages. Some changes have the potential to be beneficial; however, you must make sure you […]

HOW TO AVOID THE LARGEST IRS TAX PENALTY

Stones River Country Club 1830 NW Broad St., Murfreesboro

IF YOU OWN A 401(K), IRA, 403(B) OR ANY OTHER RETIREMENT ACCOUNT AND YOU ARE BETWEEN THE AGES OF 64 – 72…PAY CLOSE ATTENTION Recent changes to qualified retirement accounts and IRS mandated Required Minimum Distributions (RMDs) bring advantages and disadvantages. Some changes have the potential to be beneficial; however, you must make sure you […]