facebook twitter instagram linkedin google youtube vimeo tumblr yelp rss email podcast blog search brokercheck brokercheck

Tax Smart Retirement Planning

Sperry's Seminar Dates & Reservations

All below dates take place at Sperry's in Cool Springs and begin at 6:30.

Location: 650 Frazier Dr, Franklin, TN 37067

To reserve your seat, please click on the below date you would like to attend or call 800-000-0000.

February 19, 2019



Join us for an informative night and great dinner.

Discussion highlights will include:

  • Ways to create a TAX-FREE income in retirement from your current 401(k), 403(b), or IRA.
  • Why IRAs can be a retirement planning problem if not handled properly.
  • Ways to grow your retirement assets using market-type growth, with potential for PROTECTION when the market drops.
  • How to identify (and eliminate) conflicts in your qualified account.
  • Learn how diversification of your assets is essential  when it comes to taxes.

February 21, 2019

March 26, 2019

March 28, 2019

April 23, 2019

April 25, 2019

August 27, 2019

August 29, 2019

September 17, 2019

September 19, 2019

October 15, 2019

October 17, 2019