Granite Retirement & Tax Advisory Tax Savings Workshop

Description

Join our Community Leader Sponsor, Granite Retirement & Tax Advisory, for this special Lunch & Learn Event!

*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.

Topic:  TODAY’S RETIREMENT CHALLENGES:
Where do the Markets and the Economy go from here?
How do I protect my retirement income?
What about:
Tax efficiency-Are there investment strategies that can reduce future tax burdens?
Lifetime Income-How do I create stable, predictable income for life?
Investment concepts-Where should I invest for growth, income, and stability?
Legacy to Heirs- Are there effective resources to help ensure beneficiaries will receive exactly what I intend?
Long Term Care-Are there other methods to help protect assets should I need Medicaid assistance for nursing home care?
 
BONUS TOPIC: How future tax law changes could greatly affect your retirement.
 
Your Presenters
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 & Tax Advisory
**Tune in and hear them weekly on NewsRadio 1510 WLAC as the
Tennessee Tax Busters Saturdays from 10 am to 11am **
Granite Retirement & Tax Advisory is dedicated to helping TN residents not only prepare for retirement but thrive during this wonderful time of their lives.
 
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.

Lunch will be provided.