Free

Next Steps Night - Financial Planning

Event Information

Share this event

Date and Time

Location

Location

West High School

3300 Sutherland Avenue

Knoxville, TN 37919

View Map

Friends Who Are Going
Event description

Description

We will explore the aspects of the 529 Able Savings plan--an exciting opportunity to help individuals with disabilities put aside money for qualified expenses. We will also briefly look into how this complements a Special Needs Trust and specific provisions that should be followed. Brief comments on basic estate planning techniques will also follow.

Travis Cullman, Financial Advisor, RJFS: Travis is originally from Waco, Texas and graduated with honors with a Bachelor’s degree in Accounting from Belmont University in Nashville, TN. Through Raymond James, Travis provides Investment and Financial Planning. His specialty is providing sound, conservative, confidential, and comprehensive investment advice to clients in order to help them effectively and efficiently save for retirement, minimize tax liability and transfer their wealth. Travis and his wife, Rebekah, live in Knoxville and are active members of their local church. Outside of work, Travis enjoys music, football, fishing, and spending time with his wife and children, Bryan & Brynleigh.

Share with friends

Date and Time

Location

West High School

3300 Sutherland Avenue

Knoxville, TN 37919

View Map

Save This Event

Event Saved