Informational Workshops

We’re committed to helping you make informed decisions about your financial future. We invite all clients, referrals and visitors to attend our events.

Workshops

At Retirement Specialty Group, we strive to offer Community Workshops to pre-retirees and retirees to help them better understand the issues they face and how to strategize when planning for retirement.  These Informational Workshops are in a classroom setting, are usually about one and a half hours long, and are offered in several communities within the Tennessee area.  They usually cover single topic discussions, such as How to Help Maximize Your Social Security Benefits, Strategies that can help avoid probate and unnecessary taxes, and How to Help Yourself with a Trust.  

ALL workshops require pre-registration and must be confirmed by one the RSG staff members prior to the event.  

See below for dates and times of workshops.


AUGUST WORKSHOP EVENTS

Complimentary Informational Community Workshops
FREE EDUCATIONAL WORKSHOP

Thursday, August 10th, 2017
2 Sessions Available (11:00AM CST and 6:00 PM CST)
FAIRFIELD GLADE COMMUNITY CONFERENCE CENTER
FAIRFIELD GLADE, TN

Thank you for visiting the registration page for the informational community workshop for the FREE EDUCATIONAL WORKSHOP. Host speaker and Senior Financial Professional, Anthony Wright, will speak. This event is an hour long, interactive workshop in a classroom setting. He will cover the following topics:
  • What is the new DOL ruling and what does it mean to you?
  • Will I outlive my money?
  • Will my taxes increase?
  • Estate Planning
  • How do I protect my assets
  • Insert your question here to Ask Anthony
DISABILITY WILL NOT BE DISCUSSED IN THIS CLASS
 
Limited Seating.  
For registration information call (931) 738-4733 or register on this page.

 


Although these events are complimentary to the public, they are meant for individuals 55+ who are planning to retire soon or are in retirement.  We do not discuss issues regarding disability or medicare.  Please refer to the Social Security Administration regarding these topics.  

ALL workshops require pre-registration and must be confirmed by one the RSG staff members prior to the event.  

Seating is limited.  If you have attended one of our workshops in the past 6 months, we ask that you not attend to allow others in need of financial information and/or advice to attend.  If you are a financial advisor or in the financial services industry we ask that you extend a courtesy to others and not attend.  RSG reserves the right to refuse admittance to anyone.  

Register for an Event

Fill out my online form.

No-obligation Financial GPS Review and Complimentary Book Offer

Are you heading in the right direction? Fill out the form below to find out how you can receive a NO-OBLIGATION FINANCIAL REVIEW AND A COMPLIMENTARY COPY of Anthony’s book.

REQUEST NOW

Corporate Office:

425 N Spring Street
Sparta, TN 38583     
Main: (931) 738-4733
Fax:  (931) 837-4705
Get Directions

Knoxville Office:

200 Prosperity Drive, STE 113
Knoxville, TN 37923
(865) 332-5893
Get Directions

Chattanooga Office:

6110 Shallowford Road
Chattanooga, TN 37421
(423) 591-5619
Get Directions

Fairfield Glade Office:

24 Peavine Road, STE 101
Crossville, TN 38558
931-RETIRED (738-4733)
Get Directions

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We are an independent financial services firm helping individuals create retirement strategies using a variety of investment and insurance products to custom suit their needs and objectives.

Todd Pence offers investment advisory services through AE Wealth Management, LLC (AEWM). AEWM and Retirement Specialty Group are not affiliated entities.

Investing involves risk, including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. None of the information contained on this website shall constitute an offer to sell or solicit any offer to buy a security or any insurance product. *Any references to protection benefits or steady and reliable income streams on this website refer only to fixed insurance products. They do not refer, in any way, to securities or investment advisory products. Annuity guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company. Annuities are insurance products that may be subject to fees, surrender charges and holding periods which vary by insurance company. Annuities are not FDIC insured.

The information and opinions contained in any of the material requested from this website are provided by third parties and have been obtained from sources believed to be reliable, but accuracy and completeness cannot be guaranteed. They are given for informational purposes only and are not a solicitation to buy or sell any of the products mentioned. The information is not intended to be used as the sole basis for financial decisions, nor should it be construed as advice designed to meet the particular needs of an individual's situation.

Any media logos and/or trademarks contained herein are the property of their respective owners and no endorsement by those owners of Retirement Specialty Group, its agents, or representatives is stated or implied.

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