TN Living Trust Workshop - ENROLL

TN Living Trust Educational Workshop Wed. Oct 24, 2018 - Knoxville


Wed. Oct. 24, 2018  at  11:30am - Calhoun's On Bearden Hill - 6515 Kingston Pike; Knoxville, TN
Scroll down to view ALL Events and when you've found the desired date, Click ENROLL NOW! 
   

This TN Living Trust Workshop is on the topic of Estate Planning strategies.  THERE’S NO CHARGE to attend this Workshop or for the materials provided.    

  When you've found the desired date, Click ENROLL NOW!    

  

    

 

  

 

 

   Attendees will receive the following:

1. TN Living Trust Workbook:  A 62-page workbook covering 50 Estate & Retirement Planning topics in the workshop along with a section for documenting much of the information your family may need to know.

2. Checklist:  Used in the workshop to help identify where you should focus your attention and its level of importance to you.

3. Estate Planning Profile Form:  Used to organize your Estate Planning information.

4. Cost Comparison for the County where you live.

5. The Widow's Digest:  Attendees can request a copy of this 44 page Estate Settlement Guide covering 35 counties in East Tennessee.

This Workshop will be in the Banquet Room at Calhouns on Bearden Hill; 6515 Kingston Pike; Knoxville, TN  37919.  Located on Kingston Pike between Papermill Road and Northshore Drive.

This workshop is hosted by  Jerry Goodman, CFP with the Goodman Wealth Management Group;

​​Because seating is limited, reservations are required and couples should attend together.  Enroll by clicking the "Enroll Now" button (for the desired date) or by calling 865-415-2068. This event is not intended for current clients of the local office of Wells Fargo Advisors nor for other legal / financial professionals.

Wells Fargo Advisors is not a legal or tax advisor.

 

When: Wednesday, October 24, 2018 - 11:30am
Where: Be careful to enroll in the desired date.

This workshop will begin at 11:30am at Calhoun's Restaurant on Bearden Hill located at 6515 Kingston Pike, Knoxville, TN 37919. This is on Kingston Pike between Northshore Drive and Papermill Rd and the event is in the Banquet Room..
Host: Jerry W. Goodman, CFP; Managing Principal
Phone: Enroll by phone (24/7) at 865-415-2068 or ask questions at 865-415-2062
Directions:


 

TN Living Trust Educational Workshop Mon Nov. 5, 2018 - Fairfield Glade


Mon Nov. 5, 2018 at  6:00pm - Fairfield Glade Conference Center.  Scroll down to view ALL Events and when you've found the desired date, Click ENROLL NOW!    

This TN Living Trust Workshop is within the Education Series on the topic of Estate Planning strategies.  THERE’S NO CHARGE to attend this Educational Workshop or for the materials provided.    

  When you've found the desired date, Click ENROLL NOW!    

  

   

 

   

 

 

  Attendees will receive the following:

1. TN Living Trust Workbook:  A 62-page workbook covering 50 Estate & Retirement Planning topics in the workshop along with a section for documenting much of the information your family may need to know.

2. Checklist:  Used in the workshop to help identify where you should focus your attention and its level of importance to you.

3. Estate Planning Profile Form:  Used to organize your Estate Planning information.

4. Cost Comparison for the County where you live.

5. The Widow's Digest:  Attendees can request a copy of this 44 page Estate Settlement Guide covering 35 counties in East Tennessee.


This particular Workshop will be in the Fairfield Glade Conference Center located at 128 Stonehenge Drive; Crossville, TN 38558.   

This workshop is hosted by  Jerry Goodman, CFP with the Goodman Wealth Management Group;

​​Because seating is limited, reservations are required and couples should attend together.  Enroll by clicking the "Enroll Now" button (for the desired date) or by calling Libby Underwood (Senior Registered Account Administrator) at 865-415-2062. This event is not intended for current clients of the local office of Wells Fargo Advisors nor for other legal / financial professionals.

Wells Fargo Advisors is not a legal or tax advisor.

 

When: Monday, November 5, 2018 - 06:00pm
Where: Be careful to enroll in the desired date.

This workshop will begin at 6 pm in the Fairfield Glade Conference Center; 128 Stonehenge Dr.; Crossville, TN 38558.
Host: Jerry W. Goodman, CFP; Managing Principal
Phone: Enroll by phone (24/7) at 865-415-2068 or ask questions at 865-415-2062
Directions:


 

TN Living Trust Educational Workshop Mon. Nov. 12, 2018 - Knoxville


Mon. Nov 12, 2018  at  11:30am - Calhoun's On Bearden Hill - 6515 Kingston Pike; Knoxville, TN
Scroll down to view ALL Events and when you've found the desired date, Click ENROLL NOW! 
   

This TN Living Trust Workshop is on the topic of Estate Planning strategies.  THERE’S NO CHARGE to attend this Workshop or for the materials provided.    

  When you've found the desired date, Click ENROLL NOW!    

  

    

 

  

 

 

 

   Attendees will receive the following:

1. TN Living Trust Workbook:  A 62-page workbook covering 50 Estate & Retirement Planning topics in the workshop along with a section for documenting much of the information your family may need to know.

2. Checklist:  Used in the workshop to help identify where you should focus your attention and its level of importance to you.

3. Estate Planning Profile Form:  Used to organize your Estate Planning information.

4. Cost Comparison for the County where you live.

5. The Widow's Digest:  Attendees can request a copy of this 44 page Estate Settlement Guide covering 35 counties in East Tennessee.

This Workshop will be in the Banquet Room at Calhouns on Bearden Hill; 6515 Kingston Pike; Knoxville, TN  37919.  Located on Kingston Pike between Papermill Road and Northshore Drive.

This workshop is hosted by  Jerry Goodman, CFP with the Goodman Wealth Management Group;

​​Because seating is limited, reservations are required and couples should attend together.  Enroll by clicking the "Enroll Now" button (for the desired date) or by calling 865-415-2068. This event is not intended for current clients of the local office of Wells Fargo Advisors nor for other legal / financial professionals.

Wells Fargo Advisors is not a legal or tax advisor.

 

When: Monday, November 12, 2018 - 11:30am
Where: Be careful to enroll in the desired date.

This workshop will begin at 11:30am at Calhoun's Restaurant on Bearden Hill located at 6515 Kingston Pike, Knoxville, TN 37919. This is on Kingston Pike between Northshore Drive and Papermill Rd and the event is in the Banquet Room..
Host: Jerry W. Goodman, CFP; Managing Principal
Phone: Enroll by phone (24/7) at 865-415-2068 or ask questions at 865-415-2062
Directions:


 

TN Living Trust Educational Workshop Tues. Nov 13, 2018 - Tellico Village


Tues Nov. 13, 2018  at  6:00pm - Tellico Village Rec Center
Scroll down to view ALL Events and when you've found the desired date, Click ENROLL NOW! 
   

This TN Living Trust Workshop is an Education Series on the topic of Estate Planning strategies.  THERE’S NO CHARGE to attend this Workshop or for the materials provided.    

  When you've found the desired date, Click ENROLL NOW!    

  

  

 

 

  

 

  

 Attendees will receive the following:

1. TN Living Trust Workbook:  A 62-page workbook covering 50 Estate & Retirement Planning topics in the workshop along with a section for documenting much of the information your family may need to know.

2. Checklist:  Used in the workshop to help identify where you should focus your attention and its level of importance to you.

3. Estate Planning Profile Form:  Used to organize your Estate Planning information.

4. Cost Comparison for the County where you live.

5. The Widow's Digest:  Attendees can request a copy of this 44 page Estate Settlement Guide covering 35 counties in East Tennessee.

Location:  This particular Workshop will be at the Tellico Village Rec Center; 145 Awohili Dr.; Loudon, TN 37774.  

This workshop is hosted by Jerry Goodman, CFP with the Goodman Wealth Management Group;

​​Because seating is limited, reservations are required and couples should attend together.  Enroll by clicking the "Enroll Now" button (for the desired date) or by calling Libby Underwood (Senior Registered Account Administrator) at 865-415-2062. This event is not intended for current clients of the local office of Wells Fargo Advisors nor for other legal / financial professionals.

Wells Fargo Advisors is not a legal or tax advisor.

 

When: Tuesday, November 13, 2018 - 06:00pm
Where: Be careful to enroll in the desired date.

This educational workshop will begin at 6 pm at the Tellico Village Rec Center; 145 Awohili Dr.; Loudon, TN 37774
Host: Jerry W. Goodman, CFP; Managing Principal
Phone: Enroll by phone (24/7) at 865-415-2068 or ask questions at 865-415-2062
Directions:


 

TN Living Trust Educational Workshop Thur Nov. 15th, 2018 - Knoxville


Thurs. Nov 15, 2018  at  6:00pm - Calhoun's On Bearden Hill - 6515 Kingston Pike; Knoxville, TN
Scroll down to view ALL Events and when you've found the desired date, Click ENROLL NOW! 
   

This TN Living Trust Workshop is on the topic of Estate Planning strategies.  THERE’S NO CHARGE to attend this Workshop or for the materials provided.    

  When you've found the desired date, Click ENROLL NOW!    

  

    

 

  

 

 

 

   Attendees will receive the following:

1. TN Living Trust Workbook:  A 62-page workbook covering 50 Estate & Retirement Planning topics in the workshop along with a section for documenting much of the information your family may need to know.

2. Checklist:  Used in the workshop to help identify where you should focus your attention and its level of importance to you.

3. Estate Planning Profile Form:  Used to organize your Estate Planning information.

4. Cost Comparison for the County where you live.

5. The Widow's Digest:  Attendees can request a copy of this 44 page Estate Settlement Guide covering 35 counties in East Tennessee.

This Workshop will be in the Banquet Room at Calhouns on Bearden Hill; 6515 Kingston Pike; Knoxville, TN  37919.  Located on Kingston Pike between Papermill Road and Northshore Drive.

This workshop is hosted by  Jerry Goodman, CFP with the Goodman Wealth Management Group;

​​Because seating is limited, reservations are required and couples should attend together.  Enroll by clicking the "Enroll Now" button (for the desired date) or by calling 865-415-2068. This event is not intended for current clients of the local office of Wells Fargo Advisors nor for other legal / financial professionals.

Wells Fargo Advisors is not a legal or tax advisor.

 

When: Thursday, November 15, 2018 - 6:00pm
Where: Be careful to enroll in the desired date.

This workshop will begin at 6:00pm at Calhoun's Restaurant on Bearden Hill located at 6515 Kingston Pike, Knoxville, TN 37919. This is on Kingston Pike between Northshore Drive and Papermill Rd and the event is in the Banquet Room..
Host: Jerry W. Goodman, CFP; Managing Principal
Phone: Enroll by phone (24/7) at 865-415-2068 or ask questions at 865-415-2062
Directions:


 

TN Living Trust Educational Workshop Mon. Nov. 19, 2018 - Knoxville


Mon. Nov 19, 2018  at  11:30am - Calhoun's On Bearden Hill - 6515 Kingston Pike; Knoxville, TN
Scroll down to view ALL Events and when you've found the desired date, Click ENROLL NOW! 
   

This TN Living Trust Workshop is on the topic of Estate Planning strategies.  THERE’S NO CHARGE to attend this Workshop or for the materials provided.    

  When you've found the desired date, Click ENROLL NOW!    

  

    

 

  

  

 

 

 

   Attendees will receive the following:

1. TN Living Trust Workbook:  A 62-page workbook covering 50 Estate & Retirement Planning topics in the workshop along with a section for documenting much of the information your family may need to know.

2. Checklist:  Used in the workshop to help identify where you should focus your attention and its level of importance to you.

3. Estate Planning Profile Form:  Used to organize your Estate Planning information.

4. Cost Comparison for the County where you live.

5. The Widow's Digest:  Attendees can request a copy of this 44 page Estate Settlement Guide covering 35 counties in East Tennessee.

This Workshop will be in the Banquet Room at Calhouns on Bearden Hill; 6515 Kingston Pike; Knoxville, TN  37919.  Located on Kingston Pike between Papermill Road and Northshore Drive.

This workshop is hosted by  Jerry Goodman, CFP with the Goodman Wealth Management Group;

​​Because seating is limited, reservations are required and couples should attend together.  Enroll by clicking the "Enroll Now" button (for the desired date) or by calling 865-415-2068. This event is not intended for current clients of the local office of Wells Fargo Advisors nor for other legal / financial professionals.

Wells Fargo Advisors is not a legal or tax advisor.

 

When: Monday, November 19, 2018 - 11:30am
Where: Be careful to enroll in the desired date.

This workshop will begin at 11:30am at Calhoun's Restaurant on Bearden Hill located at 6515 Kingston Pike, Knoxville, TN 37919. This is on Kingston Pike between Northshore Drive and Papermill Rd and the event is in the Banquet Room..
Host: Jerry W. Goodman, CFP; Managing Principal
Phone: Enroll by phone (24/7) at 865-415-2068 or ask questions at 865-415-2062
Directions:


 

TN Living Trust Educational Workshop Mon Dec. 3, 2018 - Fairfield Glade


Mon Dec. 3, 2018 at  6:00pm - Fairfield Glade Conference Center.  Scroll down to view ALL Events and when you've found the desired date, Click ENROLL NOW!    

This TN Living Trust Workshop is within the Education Series on the topic of Estate Planning strategies.  THERE’S NO CHARGE to attend this Educational Workshop or for the materials provided.    

  When you've found the desired date, Click ENROLL NOW!    

  

  

  

 

  

  

 

  Attendees will receive the following:

1. TN Living Trust Workbook:  A 62-page workbook covering 50 Estate & Retirement Planning topics in the workshop along with a section for documenting much of the information your family may need to know.

2. Checklist:  Used in the workshop to help identify where you should focus your attention and its level of importance to you.

3. Estate Planning Profile Form:  Used to organize your Estate Planning information.

4. Cost Comparison for the County where you live.

5. The Widow's Digest:  Attendees can request a copy of this 44 page Estate Settlement Guide covering 35 counties in East Tennessee.


This particular Workshop will be in the Fairfield Glade Conference Center located at 128 Stonehenge Drive; Crossville, TN 38558.   

This workshop is hosted by  Jerry Goodman, CFP with the Goodman Wealth Management Group;

​​Because seating is limited, reservations are required and couples should attend together.  Enroll by clicking the "Enroll Now" button (for the desired date) or by calling Libby Underwood (Senior Registered Account Administrator) at 865-415-2062. This event is not intended for current clients of the local office of Wells Fargo Advisors nor for other legal / financial professionals.

Wells Fargo Advisors is not a legal or tax advisor.

 

When: Monday, December 3, 2018 - 06:00pm
Where: Be careful to enroll in the desired date.

This workshop will begin at 6 pm in the Fairfield Glade Conference Center; Crossville, TN.
Host: Jerry W. Goodman, CFP; Managing Principal
Phone: Enroll by phone (24/7) at 865-415-2068 or ask questions at 865-415-2062
Directions:


 

TN Living Trust Educational Workshop Mon Dec. 10th, 2018 - Knoxville


Mon. Dec 10, 2018  at  6:00pm - Calhoun's On Bearden Hill - 6515 Kingston Pike; Knoxville, TN
Scroll down to view ALL Events and when you've found the desired date, Click ENROLL NOW! 
   

This TN Living Trust Workshop is on the topic of Estate Planning strategies.  THERE’S NO CHARGE to attend this Workshop or for the materials provided.    

  When you've found the desired date, Click ENROLL NOW!    

  

    

 

  

  

 

 

 

   Attendees will receive the following:

1. TN Living Trust Workbook:  A 62-page workbook covering 50 Estate & Retirement Planning topics in the workshop along with a section for documenting much of the information your family may need to know.

2. Checklist:  Used in the workshop to help identify where you should focus your attention and its level of importance to you.

3. Estate Planning Profile Form:  Used to organize your Estate Planning information.

4. Cost Comparison for the County where you live.

5. The Widow's Digest:  Attendees can request a copy of this 44 page Estate Settlement Guide covering 35 counties in East Tennessee.

This Workshop will be in the Banquet Room at Calhouns on Bearden Hill; 6515 Kingston Pike; Knoxville, TN  37919.  Located on Kingston Pike between Papermill Road and Northshore Drive.

This workshop is hosted by  Jerry Goodman, CFP with the Goodman Wealth Management Group;

​​Because seating is limited, reservations are required and couples should attend together.  Enroll by clicking the "Enroll Now" button (for the desired date) or by calling 865-415-2068. This event is not intended for current clients of the local office of Wells Fargo Advisors nor for other legal / financial professionals.

Wells Fargo Advisors is not a legal or tax advisor.

 

When: Monday, December 10, 2018 - 6:00pm
Where: Be careful to enroll in the desired date.

This workshop will begin at 6:00pm at Calhoun's Restaurant on Bearden Hill located at 6515 Kingston Pike, Knoxville, TN 37919. This is on Kingston Pike between Northshore Drive and Papermill Rd and the event is in the Banquet Room..
Host: Jerry W. Goodman, CFP; Managing Principal
Phone: Enroll by phone (24/7) at 865-415-2068 or ask questions at 865-415-2062
Directions:


 

TN Living Trust Educational Workshop Wed. Dec. 12, 2018 - Tellico Village


Wed. Dec 12, 2018  at  6:00pm - Tellico Village Rec Center
Scroll down to view ALL Events and when you've found the desired date, Click ENROLL NOW! 
   

This TN Living Trust Workshop is an Education Series on the topic of Estate Planning strategies.  THERE’S NO CHARGE to attend this Workshop or for the materials provided.    

  When you've found the desired date, Click ENROLL NOW!    

  

  

 

  

 

  

 

  

 Attendees will receive the following:

1. TN Living Trust Workbook:  A 62-page workbook covering 50 Estate & Retirement Planning topics in the workshop along with a section for documenting much of the information your family may need to know.

2. Checklist:  Used in the workshop to help identify where you should focus your attention and its level of importance to you.

3. Estate Planning Profile Form:  Used to organize your Estate Planning information.

4. Cost Comparison for the County where you live.

5. The Widow's Digest:  Attendees can request a copy of this 44 page Estate Settlement Guide covering 35 counties in East Tennessee.

Location:  This particular Workshop will be at the Tellico Village Rec Center; 145 Awohili Dr.; Loudon, TN 37774.  

This workshop is hosted by Jerry Goodman, CFP with the Goodman Wealth Management Group;

​​Because seating is limited, reservations are required and couples should attend together.  Enroll by clicking the "Enroll Now" button (for the desired date) or by calling Libby Underwood (Senior Registered Account Administrator) at 865-415-2062. This event is not intended for current clients of the local office of Wells Fargo Advisors nor for other legal / financial professionals.

Wells Fargo Advisors is not a legal or tax advisor.

 

When: Wednesday, December 12, 2018 - 06:00pm
Where: Be careful to enroll in the desired date.

This educational workshop will begin at 6 pm at the Tellico Village Rec Center; 145 Awohili Dr.; Loudon, TN 37774
Host: Jerry W. Goodman, CFP; Managing Principal
Phone: Enroll by phone (24/7) at 865-415-2068 or ask questions at 865-415-2062
Directions:


 

TN Living Trust Educational Workshop Thu. Dec 13, 2018 - Knoxville


Thur. Dec 13, 2018  at  11:30am - Calhoun's On Bearden Hill - 6515 Kingston Pike; Knoxville, TN
Scroll down to view ALL Events and when you've found the desired date, Click ENROLL NOW! 
   

This TN Living Trust Workshop is on the topic of Estate Planning strategies.  THERE’S NO CHARGE to attend this Workshop or for the materials provided.    

  When you've found the desired date, Click ENROLL NOW!    

  

    

  

 

  

 

 

   Attendees will receive the following:

1. TN Living Trust Workbook:  A 62-page workbook covering 50 Estate & Retirement Planning topics in the workshop along with a section for documenting much of the information your family may need to know.

2. Checklist:  Used in the workshop to help identify where you should focus your attention and its level of importance to you.

3. Estate Planning Profile Form:  Used to organize your Estate Planning information.

4. Cost Comparison for the County where you live.

5. The Widow's Digest:  Attendees can request a copy of this 44 page Estate Settlement Guide covering 35 counties in East Tennessee.

This Workshop will be in the Banquet Room at Calhouns on Bearden Hill; 6515 Kingston Pike; Knoxville, TN  37919.  Located on Kingston Pike between Papermill Road and Northshore Drive.

This workshop is hosted by  Jerry Goodman, CFP with the Goodman Wealth Management Group;

​​Because seating is limited, reservations are required and couples should attend together.  Enroll by clicking the "Enroll Now" button (for the desired date) or by calling 865-415-2068. This event is not intended for current clients of the local office of Wells Fargo Advisors nor for other legal / financial professionals.

Wells Fargo Advisors is not a legal or tax advisor.

 

When: Thursday, December 13, 2018 - 11:30am
Where: Be careful to enroll in the desired date.

This workshop will begin at 11:30am at Calhoun's Restaurant on Bearden Hill located at 6515 Kingston Pike, Knoxville, TN 37919. This is on Kingston Pike between Northshore Drive and Papermill Rd and the event is in the Banquet Room..
Host: Jerry W. Goodman, CFP; Managing Principal
Phone: Enroll by phone (24/7) at 865-415-2068 or ask questions at 865-415-2062
Directions:


 

TN Living Trust Educational Workshop Mon. Dec 17, 2018 - Knoxville


Mon. Dec 17, 2018  at  11:30am - Calhoun's On Bearden Hill - 6515 Kingston Pike; Knoxville, TN
Scroll down to view ALL Events and when you've found the desired date, Click ENROLL NOW! 
   

This TN Living Trust Workshop is on the topic of Estate Planning strategies.  THERE’S NO CHARGE to attend this Workshop or for the materials provided.    

  When you've found the desired date, Click ENROLL NOW!    

  

    

  

  

 

 

 

 

   Attendees will receive the following:

1. TN Living Trust Workbook:  A 62-page workbook covering 50 Estate & Retirement Planning topics in the workshop along with a section for documenting much of the information your family may need to know.

2. Checklist:  Used in the workshop to help identify where you should focus your attention and its level of importance to you.

3. Estate Planning Profile Form:  Used to organize your Estate Planning information.

4. Cost Comparison for the County where you live.

5. The Widow's Digest:  Attendees can request a copy of this 44 page Estate Settlement Guide covering 35 counties in East Tennessee.

This Workshop will be in the Banquet Room at Calhouns on Bearden Hill; 6515 Kingston Pike; Knoxville, TN  37919.  Located on Kingston Pike between Papermill Road and Northshore Drive.

This workshop is hosted by  Jerry Goodman, CFP with the Goodman Wealth Management Group;

​​Because seating is limited, reservations are required and couples should attend together.  Enroll by clicking the "Enroll Now" button (for the desired date) or by calling 865-415-2068. This event is not intended for current clients of the local office of Wells Fargo Advisors nor for other legal / financial professionals.

Wells Fargo Advisors is not a legal or tax advisor.

 

When: Monday, December 17, 2018 - 11:30am
Where: Be careful to enroll in the desired date.

This workshop will begin at 11:30am at Calhoun's Restaurant on Bearden Hill located at 6515 Kingston Pike, Knoxville, TN 37919. This is on Kingston Pike between Northshore Drive and Papermill Rd and the event is in the Banquet Room..
Host: Jerry W. Goodman, CFP; Managing Principal
Phone: Enroll by phone (24/7) at 865-415-2068 or ask questions at 865-415-2062
Directions: