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Dinner Event

March 5, 2020 @ 6:00 pm - 8:30 pm

The SECURE Act Takes Effect in 2020

• THE SECURE ACT: New 2020 tax legislation could turn your IRA into a tax burden for your heirs. Learn the
crucial mistakes you should avoid.
• TAX REDUCTION STRATEGIES: Help reduce taxes on your Social Security, capital gains, interest income,
and more.
• MARKET VOLATILITY: Strategies to help protect your assets from a potential market downturn.
• ESTATE & LEGACY PLANNING: How can you transfer assets to your heirs tax-efficiently and avoid probate?
• RETIREMENT INCOME: Will you have enough? Learn strategies to generate guaranteed income for life.
• HEALTHCARE/MEDICARE: Are there insurance options to assist with retirement?


This workshop is solely for educational purposes, and no products will be sold.
Seating is limited, so please make your reservations today!


March 5, 2020
6:00 pm - 8:30 pm
Event Categories:


Sperry’s Restaurant
650 Frazier Dr
Franklin, TN 37067 United States
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