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DTSTART:20190822T163000Z
DTEND:20190822T180000Z
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SUMMARY:Granite Retirement & Tax Advisory Tax Savings Workshop
DESCRIPTION:Join our Community Leader Sponsor\, Granite Retirement & Tax Advisory\, for this special Lunch & Learn Event!\n\n\n\n*This member event promotion is a benefit of the Community Leader sponsorship. For more information about how you can promote your business with the Bellevue Harpeth Chamber\, contact Amy Napoli at 615-662-2737.\n\n\n\nTopic:  TODAY'S RETIREMENT CHALLENGES:\n\nWhere do the Markets and the Economy go from here?\n\nHow do I protect my retirement income?\n\nWhat about:\n\nTax efficiency-Are there investment strategies that can reduce future tax burdens?\n\nLifetime Income-How do I create stable\, predictable income for life?\n\nInvestment concepts-Where should I invest for growth\, income\, and stability?\n\nLegacy to Heirs- Are there effective resources to help ensure beneficiaries will receive exactly what I intend?\n\nLong Term Care-Are there other methods to help protect assets should I need Medicaid assistance for nursing home care?\n\n \n\nBONUS TOPIC: How future tax law changes could greatly affect your retirement.\n\n \n\nYour Presenters\n\nYour hosts and speakers for this Lunch-N-Learn are Andrew Long\, Financial Advisor\, and Craig Hendrix\, Enrolled Agent with IRS and Tax Specialist\, owners of Granite Retirement & Tax Advisory\n\n**Tune in and hear them weekly on NewsRadio 1510 WLAC as the \n\nTennessee Tax Busters Saturdays from 10 am to 11am **\n\nGranite Retirement & Tax Advisory is dedicated to helping TN residents not only prepare for retirement but thrive during this wonderful time of their lives.\n\n \n\nSecurities offered through Kalos Capital\, Inc. and investment advisory services offered through Kalos Management\, Inc\, both at 11525 park woods circle\, Alpharetta\, Georgia 30005\, (678)-356-1100. Granite Retirement and Tax is not an affiliate or subsidiary of Kalos Capital Inc. or Kalos Management\, Inc.\n\n\n\nLunch will be provided.
X-ALT-DESC;FMTTYPE=text/html:<strong><span style="font-family:montserrat\;"><span style="font-size:13.0pt\;">Join our Community Leader Sponsor\, Granite Retirement &amp\; Tax Advisory\, for this special Lunch &amp\; Learn Event!<br />\n<br />\n<em>*This member event promotion is a benefit of the Community Leader sponsorship. For more information about how you can promote your business with the Bellevue Harpeth Chamber\, contact Amy Napoli at 615-662-2737.</em><br />\n<br />\nTopic:&nbsp\; TODAY&rsquo\;S RETIREMENT CHALLENGES:</span></span></strong><br />\n<span style="font-family:montserrat\;"><span style="font-size:13.0pt\;">Where do the Markets and the Economy go from here?</span></span><br />\n<span style="font-family:montserrat\;"><span style="font-size:13.0pt\;">How do I protect my retirement income?</span></span><br />\n<span style="font-family:montserrat\;"><span style="font-size:13.0pt\;">What about:</span></span><br />\n<strong><span style="font-family:montserrat\;"><span style="font-size:13.0pt\;">Tax efficiency</span></span></strong><span style="font-family:montserrat\;"><span style="font-size:13.0pt\;">-Are there investment strategies that can reduce future tax burdens?</span></span><br />\n<strong><span style="font-family:montserrat\;"><span style="font-size:13.0pt\;">Lifetime Income</span></span></strong><span style="font-family:montserrat\;"><span style="font-size:13.0pt\;">-How do I create stable\, predictable income for life?</span></span><br />\n<strong><span style="font-family:montserrat\;"><span style="font-size:13.0pt\;">Investment concepts</span></span></strong><span style="font-family:montserrat\;"><span style="font-size:13.0pt\;">-Where should I invest for growth\, income\, and stability?</span></span><br />\n<strong><span style="font-family:montserrat\;"><span style="font-size:13.0pt\;">Legacy to Heirs-</span></span></strong><span style="font-family:montserrat\;"><span style="font-size:13.0pt\;"> Are there effective resources to help ensure beneficiaries will receive exactly what I intend?</span></span><br />\n<strong><span style="font-family:montserrat\;"><span style="font-size:13.0pt\;">Long Term Care-</span></span></strong><span style="font-family:montserrat\;"><span style="font-size:13.0pt\;">Are there other methods to help protect assets should I need Medicaid assistance for nursing home care?</span></span><br />\n&nbsp\;<br />\n<strong><u><span style="color:red\;"><span style="font-family:montserrat\;"><span style="font-size:13.0pt\;">BONUS TOPIC</span></span></span></u></strong><span style="font-family:montserrat\;"><span style="font-size:13.0pt\;">: How future tax law changes could greatly affect your retirement.</span></span><br />\n&nbsp\;<br />\n<span style="font-family:montserrat\;"><span style="font-size:13.0pt\;">Your Presenters</span></span><br />\n<span style="font-family:montserrat\;"><span style="font-size:13.0pt\;">Your hosts and speakers for this Lunch-N-Learn are Andrew Long\, Financial Advisor\, and Craig Hendrix\, Enrolled Agent with IRS and Tax Specialist\, owners of Granite Retirement &amp\; Tax Advisory</span></span><br />\n<strong><span style="font-family:montserrat\;"><span style="font-size:13.0pt\;">**Tune in and hear them weekly on NewsRadio 1510 WLAC as the </span></span></strong><br />\n<strong><span style="font-family:montserrat\;"><span style="font-size:13.0pt\;">Tennessee Tax Busters Saturdays from 10 am to 11am **</span></span></strong><br />\n<span style="font-family:montserrat\;"><span style="font-size:13.0pt\;">Granite Retirement &amp\; Tax Advisory is dedicated to helping TN residents not only prepare for retirement but thrive during this wonderful time of their lives.</span></span><br />\n&nbsp\;<br />\n<span style="font-family:montserrat\;"><span style="font-size:8.0pt\;">Securities offered through Kalos Capital\, Inc. and investment advisory services offered through Kalos Management\, Inc\, both at 11525 park woods circle\, Alpharetta\, Georgia 30005\, (678)-356-1100. Granite Retirement and Tax is not an affiliate or subsidiary of Kalos Capital Inc. or Kalos Management\, Inc.</span></span><br />\n<br />\n<span style="font-size:14px\;"><span style="font-family:verdana\;">Lunch will be provided.</span></span>
LOCATION:Temple Hills Country Club 6376 Temple Rd Franklin\, TN 37069
UID:e.2107.5415
SEQUENCE:3
DTSTAMP:20260430T164503Z
URL:https://business.bellevueharpethchamber.com/events/details/granite-retirement-tax-advisory-tax-savings-workshop-5415
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