15 Nov
Tennessee Wealth Management Workshop

Description

                        See below for additional information regarding this upcoming event...





Learn how to organize your Taxes, Investments and Estate


{Economical Team Effort} Our 5 step process facilitates you working with a local estate planning attorney for a flat fee.

{Package of Estate Documents} When preparing a simple Will, most attorneys will include a financial and healthcare power of attorney along with a Living Will, and it may be unnecessary to pay more than $595 for this package.

{Revocable Living Trust} A Revocable Living Trust can be included with the goals of simplification and avoiding probate, and it may be unnecessary to pay more than $795 for this entire package of documents.

{Free Document Reviews} Learn how a local attorney can review your existing estate documents without cost or obligation.

{Free Tax Return Review} Learn how our in-house CPA, Jared Hubbard, can provide insight and suggestions related to your tax returns.

*Attendees will receive a free workbook and organizer, estate planning checklist and profile form, county specific cost scenario and more.

Securities and Advisory Services are offered through Prospera Financial Services, Inc. (PFS), Member FINRA/SIPC.Goodman & Hubbard2 does business under the name Tennessee Wealth Management, and is a separate entity from PFS. Goodman & Hubbard2 does not endorse these referrals and therefore gives no assurance to the quality of their services.Note: We don't charge anything for conducting these workshops, for the materials provided, and we don't receive ANY type of compensation related to you getting your estate planning documents in order. This presentation will be educational in nature and is hosted by Goodman & Hubbard2. Goodman Wealth Management Group is a separate entity from WFAFN. Wells Fargo Advisors Finanical Network is not a legal or tax advisor.

Date and Time

Tue, Nov 15, 2022

5:30p - 7:00p EST

Location

Tellico Village Rec. Center

145 Awohili Drive
Loudon , TN 37774

Note

Room A

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PT1H30M
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