EVENTS
Upcoming Seminar- Inform, Advise, & Implement
Date: September 24, 2024 Time: 6:30 PM CST
Location: The Great Hall Conference Center | 1900 S. Germantown Road| Germantown, TN 38138-2815
Topics to be covered:
Investing: How the Presidential Election Cycle Impacts Your Investment Portfolio
Do I Need a Trust or a Will?
Tax Preparation vs Tax Planning
A Life Insurance Policy vs A Life Insurance Plan
When Do I Need A Financial Advisor?
Limited Seating— RSVP on our website by September 20, 2024!
Your Year-End Financial Planning Checklist
Now is a great time to review and update your financial plans, life insurance requirements, trust and will documents. Download our free Year in Checklist. The checklist provides a guide to help you determine the areas you should review. Once you complete the guide, contact us to schedule an appointment to discuss the details of your review and updates.