Upcoming Events

 

FREE Seminars for 2010
 
Come hear more from Nashville’s Nationally Recognized* High Net Worth Advisors.  
 
TUESDAY, JANUARY 12, 2010 – Recent Developments: Government Instructions for a Wave of New Laws
 
TUESDAY, FEBRUARY 23, 2010 – Creating Wealth by Legal Means, Through Shifting Wealth by Legal Means
 
TUESDAY, MARCH 23, 2010 – A Trust of Account for Every Purpose under the Sun
 
TUESDAY, APRIL 20, 2010 – Guidance and Sanctions for Ethical Behavior Move More to the Left and More to the Right
 
TUESDAY, MAY 25, 2010 – The Use of Wealth to Modify Behavior
 
TUESDAY, JUNE 15, 2010 – GRITs and GRATs for Traditional Family Planning – Protecting State and Federal Exemption Levels
 
TUESDAY, JULY 27, 2010 – Fiduciary Mistakes and Learning from Them & Knowing Fiduciary Boundaries
 
TUESDAY, AUGUST 17, 2010 – Suing Estate Planners – New Opportunities for Litigators
 
TUESDAY, SEPTEMBER 21, 2010 – The World of Irrevocable Life Insurance Trusts – Funding and Maintenance
 
TUESDAY, OCTOBER 19, 2010 – Retirement Benefit Planning for the Non-Retirement Benefits Specialist
 
TUESDAY, NOVEMBER 16, 2010 – The Rocky Road Ahead for Charitable Giving
 
TUESDAY, DECEMBER 7, 2010 – Gathering Necessary Data for Estate Planning and Obtaining New Business from Prospective or Existing Clients
 
All teleconferences are held from 12:00 to 1:30 p.m. at our Downtown and Cool Springs locations.  Please call Vicki Smith at 313-2172 for more information and reservations.
 
 *Worth “Top 100 Wealth Advisors” 2007