Learn everything you must know if you have or are considering creating a will or trust in Tennessee. New Tennessee residents welcome!Reserve your seats today to learn key legal points all successful retirees must know to protect their estates and optimize their wealth transfer planning. Listen to one of Martindale Hubell’s highly rated attorneys; Charles […]

Don't miss out on Sam's discussion on important tax law changes!Tax season is upon us! Reserve your seats today to hear for IRS enrolled agent Samuel H. Tutko explains tax law changes affecting all successful retirees. As an additional benefit, Mr. Tutko will cover how to avoid future tax pitfalls within your revocable living trusts. […]

Take your wealth management skills to a new level after attending this insightful event.Take your wealth management skills to a new level after attending this insightful event. Derek will introduce new techniques to reduce risk within your portfolio as you head into an election year. He will demonstrate combining FDIC insurance and equity investments like […]

Reviewing buy-sell agreements for partnerships is crucial for effective tax planning and ensuring the smooth operation of the business.Host: Sam Tutko, EADate: May 24, 2024Location: Farragut Office-12802 Kingston Pike, Ste 102Knoxville, TN 37934 USThis wll be a 45 minute discussion with a 15 minute Q&A to follow. Donuts and coffee will be served!Reviewing buy-sell agreements […]