We will be holding a seminar on Estate and Financial Strategies in Retirement on April 3, 2025. 

• Estate planning best practices to confidently secure your legacy.
• Tax strategies and Tax planning in retirement to reduce or eliminate tax obligations. 
• Financial Markets forecast and investment overview. 
• Social security and Medicare best practices. 
• Safe Money concepts 

The details are as follows: 

Where: The John P Holt Brentwood Library 

8109 Concord Road 

Brentwood, TN 37027 

When: 11:00 am to 1:00 pm

If you would like to learn more about this subject, please call our office at 615-376-5325 or click Register to reserve your spot for the event.