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!
*Select from the dropdown “Seminar Registration” on the form
Sign up and Get:
*Get a FREE 1 hour consultation!
*Transfer your investment accounts and receive a $500 credit toward a comprehensive financial plan report!
*Become a member and receive 10% off your trust or will package.