Join your fellow NAIFA-Tennessee members at one of our upcoming events across the state!
Have Estate Planning Questions? We Have Answers!
Join us on May 13th as we welcome Carolyn Levy Gilliam, a distinguished local attorney and member of McDonald, Levy & Taylor, PLLC. A graduate of the University of Tennessee College of Law, Ms. Gilliam specializes in Estate Planning, Elder Law, Conservatorships, Probate, Business Law, and related litigation.
Recognized as a Top Attorney in 2023 by Knoxville Cityview Magazine and named Ones to Watch by Best Lawyers in America, she is known for her outstanding professional excellence in private practice.
Don’t miss this opportunity to gain valuable insights into the benefits and challenges of estate planning in today’s evolving landscape!
Bearden Banquet Hall
5806 Kingston Pike
Knoxville, TN 37919
Free to attend and no registration required!
The Hub
6000 Briarcrest Ave
Memphis, TN 38120
Making a smart Social Security claiming decision is more complex than many retirees and financial professionals may realize. Retirees can miss out on hundreds of thousands of dollars over their lifetimes.
Martha Shedden, RSSA, CRPC, is the President and Co-founder of the National Association of Registered Social Security Analysts (NARSSA). A Chartered Retirement Planning Counselor (CRPC), she hosts the popular podcast Social Security: Answers from the Experts. Martha is the author of numerous white papers, seminar presentations, and articles on Social Security and retirement planning. Her published books include Avoiding Social InSecurity, The Retirement You Desire, and The Social Security You've Earned.
This presentation focuses on the Social Security rules and claiming decision considerations that are most often overlooked and least understood.
This course is pending one hour of insurance continuing education, one hour of CFP credit, and one hour of CPE credit.
Members & Non-Members: $15
Join Us for the NAIFA-Tennessee Clarksville Affiliate Meeting – May 15th
You're invited to the Clarksville Affiliate meeting on Thursday, May 15th, where we'll hear from Kurt Braundmeier, a Disability Income Specialist, as he shares his expertise and insights. Don’t miss this informative session!