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ATTEND AN EVENT

Our seminars focus on common financial concerns that individuals and families face in retirement including things like how to prepare for unexpected medical expenses and ways to create income to help support your desired lifestyle.

Attend one of our seminars to learn how addressing these concerns can help you feel more confident about the days ahead.

UPCOMING EVENTS:

July 18
Retirement Planning Seminar

It can be difficult to make financial decisions without access to the right information. We are committed to helping you make informed decisions about your financial future.

6:30 pm | Ruth’s Chris, Chattanooga, TN
July 19
Social Security: Maximize Your Benefit, Minimize Your Taxes

Do you know the best choice for your retirement? We will review methods for maximizing your benefits while reducing taxes on your distributions as we walk through many of the different filing strategies for Social Security and how they affect other parts of your retirement plan.

11:00 am | Blue Ridge Wealth Planners’ HQ
August 6
Retirement Planning Seminar

It can be difficult to make financial decisions without access to the right information. We are committed to helping you make informed decisions about your financial future.

6:30 pm | Citico’s at Wind River, Lenoir City, TN
August 7
Life Insurance: Tax Efficiency & Income Replacement

Did you know it’s possible to generate tax-efficient retirement income using life insurance? In this session, you will learn both the traditional uses for this popular investment tool as well as some of the more innovative strategies available to retirees specifically.

11:00 am | Blue Ridge Wealth Planners’ HQ
August 8
Retirement Planning Seminar

It can be difficult to make financial decisions without access to the right information. We are committed to helping you make informed decisions about your financial future.

6:30 pm | Citico’s at Wind River, Lenoir City, TN
August 23
15th Anniversary Party & Barbecue

This year we are celebrating our 15th anniversary! Join us as we share some of the history and stories from the last 15 years as well as our plans for the next 15.

11:00 am | Blue Ridge Wealth Planners’ HQ
August 27
Retirement Planning Seminar

It can be difficult to make financial decisions without access to the right information. We are committed to helping you make informed decisions about your financial future.

6:30 pm | Ruth’s Chris, Chattanooga, TN
August 29
Retirement Planning Seminar

It can be difficult to make financial decisions without access to the right information. We are committed to helping you make informed decisions about your financial future.

6:30 pm | Ruth’s Chris, Chattanooga, TN
September 5
Retirement Planning Seminar

It can be difficult to make financial decisions without access to the right information. We are committed to helping you make informed decisions about your financial future.

6:30 pm | Chesapeake’s, Knoxville, TN
September 12
Retirement Planning Seminar

It can be difficult to make financial decisions without access to the right information. We are committed to helping you make informed decisions about your financial future.

6:30 pm | Chesapeake’s, Knoxville, TN
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Rather Meet
One-on-One?

Schedule a meeting with one of our team to create your Plan For Everything today.

Or give us a call at (865) 392-4260