Tuesday, September 9

Optimize Taxes: Learn strategies to pay less and keep more.

ALL AGES

Taxes are on sale right now! Join us in this complimentary educational seminar to learn why and how to capitalize on it. Don't tip the IRS.

Date and time

Tuesday, September 9 · 11am - 12:30pm EDT. Doors at 10:50am

Location

Cleveland State Community College - Monroe County Center

121 Grand Vista Vonore, TN 37885

Agenda

Introduction

Estate Plan Showdown (Will vs. JTWROD vs. POD vs. Trust)

Family Tree

Powers of Attorney

Living Will/Advanced Directives

Roles in an Estate Plan

Revocable vs. Irrevocable

What is Funding?

Why Most Don't Have an Estate Plan

Comprehensive Estate Plan Summary

Questions and Answers

Complimentary Consultation

Probate Court

About this event

Free venue parking

Welcome to Optimize Taxes: Learn strategies to pay less and keep more.

Taxes are on sale right now! Join us in this complimentary educational seminar to learn why and how to capitalize on it.

“We all need to pay taxes...but we don’t need to leave the IRS a tip!”

GET ANSWERS TO YOUR QUESTIONS

- Why are taxes “on sale” right now?

- What can change when it comes to my tax plan?

- Who can help me with my tax planning?

- Is a Roth conversion the answer? I’ve been hearing a lot about that...

- What strategies can I use to avoid overpaying my taxes?

- Why now? When are taxes going up?

and more...

Don't miss this opportunity to gain valuable insights on tax planning!

Limited space, sign up to secure your spot today!

Frequently asked questions

How do I get to the County Center building?

From Highway 72, turn onto Excellence Way, then the first Left onto Deer Crossing, the first left onto Grand Vista, and the second driveway on the left will be parking for the Cleveland State Community College—Monroe County Center, where the educational event is held.

How long is the event?

The presentation typically lasts 60 minutes, which leaves 30 minutes for Questions and Answers, bringing the total time to 90 minutes.

Why are you offering a free educational event?

This information is desperately needed in the community, as there are many myths and misinformation regarding tax planning. We offer personal consultations for those who wish to explore our services; however, the information is valuable regardless of whether you choose to work with us.