Will my money last in retirement? Am I getting killed in taxes? I give so much to charity – why can’t I deduct it? Should I go on Medicare or keep my employer coverage? Which retirement accounts do I draw from first? Should I change my investment strategy? Should I get a living trust or a will? How do I best leave a charitable legacy? What should I do with my 401(k) now that I’m retired? How do I claim my pension, and how does that work with my other retirement income?

In case you couldn’t tell, Cullman Wealth Team receives quite a few questions from our retiree clients! We love helping them find the answers and solutions to all these questions and more. The sad reality, however, is that many people with these same questions don’t have a trusted advisor who can guide them toward the answer. This leaves them feeling discouraged and anxious.  

If only there was a place where you could get real-world advice from an advisor whose only motive is to educate and empower retirees. If only there was an event where you could get answers to all things “retirement.” Well, now there is! 

Introducing the “Retirement Workshop.” If you’re retired or close to it, this complimentary workshop is for all your financial questions! No steak dinner, no song and dance, just good advice. Topics for discussion will include taxes and charitable giving, estate planning, investment income strategy, and much more!  Bring your questions and leave your checkbooks at home. There will be two sessions, each with the same information, so choose the one that works best for you. 

The Retirement Workshop 

Thursday, September 28th
Lighthouse Knoxville
in the School House Room
6800 Baum Drive, Knoxville, TN 37919
9:30 am – 12:30 pm Morning Session
1:00 pm – 4:30 pm Afternoon Session

Sign up today! See our ad on page 2, and visit SageSpring.com/advisors/cullman-wealth-team for more information and to sign up. Questions? Call us at 865-686-5202.

SageSpring Wealth Partners
136 Concord Road
Knoxville, TN 37934

Investment advisory services offered through SageSpring Wealth Partners, an independent registered investment adviser. Securities offered through Raymond James Financial Services, Inc., member FINRA/SIPC. SageSpring Wealth Partners is not a registered broker dealer and is independent of Raymond James Financial Services. Representatives may not be registered to offer securities and advisory services in all states. Raymond James and its advisors do not offer tax or legal advice. You should discuss any tax or legal matters with the appropriate professional.

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (wish plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete the CFP Board’s initial and ongoing certification requirements.