PROTECT YOUR LEGACY: Tax, Estate, Wealth Planning Workshop

Franklin, TN

 

How Your Wealth, Tax, and Estate Plan Can Work Together in Retirement!

LEARN: How to Get Your Retirement Income, Tax and Estate Planning In Sync

Effective retirement planning usually involves the coordinated efforts of qualified legal, tax, and financial professionals. The professionals at Beacon Capital Management, Beacon Accounting and Tax Services, and Knight Legal are committed to protecting your legacy. Join us for a FREE class at Belmont to learn the critical strategies to maximize the value of your estates through coordination of your retirement, financial and income tax plan.

If you are in or near retirement, then you must attend this FREE event near you!

A top retirement expert is helping Franklin, Brentwood and middle Tennessee residents with income, tax and estate preparation during retirement. Don't miss this FREE course, reserve your seat today.

 

PROTECT YOUR LEGACY: WEALTH, TAX, ESTATE

** Free Events **

September 11th, 6:30pm
OR
September 26th, 6:30pm
 
Seating is Limited!

Complete the form above to Reserve Your Seat Today!

 
Belmont University
Williamson County Location is at:
310 Billingsly Court
Franklin, TN 37067
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WEALTH PLANNING
  • How to generate income in retirement
  • Options for rolling over your retirement
  • Investment Strategies
  • Best Social Security practices and for both individual and surviving spouse
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ESTATE PLANNING
  • Asset Protection
  • Charitable Gifting
  • Transferring Wealth
  • Taxation
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TAX PLANNING

  • Timing of income, purchases and expenditures
  • Selection of investments and retirement plans
  • Filing status
  • Claiming deductions
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Copyright © Beacon Capital Management, LLC

This class is strictly educational. No investments will be promoted at the class. However, the presenter may invite you to a follow up consultation where investments may be presented or offered. Beacon Capital Management, LLC is not associated with any government agency.

 

Securities offered through Kalos Capital, Inc., located at 11525 Park Woods Circle, Alpharetta, GA 30005 and/or TD Ameritrade Institutional or Fidelity Investments.  Investment advisory services offered through Beacon Capital Management, LLC, an SEC Registered Investment Advisor.  Beacon Capital Management, LLC is neither an affiliate or subsidiary of Kalos Capital, Inc., TD Ameritrade Institutional, Fidelity Investments, Beacon Accounting and Tax Service or Knight Legal.