2March 2, 2026
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3March 3, 2026●(1 event)
2:00 pm: ESTATE PLANNING WORKSHOP
- Wills & Trusts: The advantages and disadvantages of Wills and Living Trusts.
- Powers of Attorney: How they work and why some may not be valid if you are disabled or pass away.
- Probate Court: How it works and why you may want to avoid it for your family.
- Property Ownership: Why putting property in your children’s names may be a mistake.
- Special Needs: Common missteps by families raising children with challenges or disabilities.
- Asset Protection: Protect your home from being swallowed up by nursing home care.
- Inheritance Security: Protecting heirs from lawsuits, divorce, and spend-thrifts.
- Beneficiaries: Best practices for naming retirement and life insurance beneficiaries.
- Long-Term Care: How care costs affect your family and how you will pay for it.
- The SECURE Act: How this legislation affects your trust and retirement accounts.
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4March 4, 2026
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5March 5, 2026●(1 event)
6:30 pm: ESTATE PLANNING WORKSHOP
- Wills & Trusts: The advantages and disadvantages of Wills and Living Trusts.
- Powers of Attorney: How they work and why some may not be valid if you are disabled or pass away.
- Probate Court: How it works and why you may want to avoid it for your family.
- Property Ownership: Why putting property in your children’s names may be a mistake.
- Special Needs: Common missteps by families raising children with challenges or disabilities.
- Asset Protection: Protect your home from being swallowed up by nursing home care.
- Inheritance Security: Protecting heirs from lawsuits, divorce, and spend-thrifts.
- Beneficiaries: Best practices for naming retirement and life insurance beneficiaries.
- Long-Term Care: How care costs affect your family and how you will pay for it.
- The SECURE Act: How this legislation affects your trust and retirement accounts.
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6March 6, 2026
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7March 7, 2026
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8March 8, 2026
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16March 16, 2026●(1 event)
6:30 pm: Maximizing Social Security
What You'll Learn
- When your benefits may begin and how the age at which you apply will affect the amount you receive.
- How to maximize Social Security benefits and how to minimize taxes on them.
- Strategies to consider before deciding to apply for benefits.
- What to do if you have other income from pensions or IRAs.
- What is the future of Social Security and what does it mean to you?
- When it makes sense to delay benefits - and when it does not.
- How the wrong Social Security decision can cost you money.
- How your current employment will affect benefits.
- How two little-known strategies could increase your family income and survivor benefits.
- Can you fix your Social Security election if you made a mistake?
- How cost-of-living adjustments (COLAs) impact benefits.
- Learn how all of your assets fit together with Social Security to fund your quality of life in retirement.
Location:
Fountains at Gateway
Plaza Room
1500 Medical Center Pkwy
Murfreesboro, TN 37129
Date & Time:
Monday, March 16th @ 6:30pm
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17March 17, 2026●(1 event)
6:30 pm: Maximizing Social Security
What You'll Learn
- When your benefits may begin and how the age at which you apply will affect the amount you receive.
- How to maximize Social Security benefits and how to minimize taxes on them.
- Strategies to consider before deciding to apply for benefits.
- What to do if you have other income from pensions or IRAs.
- What is the future of Social Security and what does it mean to you?
- When it makes sense to delay benefits - and when it does not.
- How the wrong Social Security decision can cost you money.
- How your current employment will affect benefits.
- How two little-known strategies could increase your family income and survivor benefits.
- Can you fix your Social Security election if you made a mistake?
- How cost-of-living adjustments (COLAs) impact benefits.
- Learn how all of your assets fit together with Social Security to fund your quality of life in retirement.
Location:
Fountains at Gateway
Plaza Room
1500 Medical Center Pkwy
Murfreesboro, TN 37129
Date & Time:
Tuesday, March 17th @ 6:30pm
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18March 18, 2026
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19March 19, 2026
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20March 20, 2026
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21March 21, 2026
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22March 22, 2026
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