TN Living Trust Workshop - ENROLL

TN Living Trust Educational Workshop Thur. Aug 16, 2018 - Tellico Village


Thur.  Aug. 16, 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 47-page workbook covering the 25 estate planning topics in the workshop along with a section for documenting much of the information your family may need to know.

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

3. 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: Thursday, August 16, 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 Mon Aug 20, 2018 - Knoxville


Mon Aug 20, 2018  at  6:00pm - Landmark Center 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 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 47-page workbook covering the 25 estate planning topics in the workshop along with a section for documenting much of the information your family may need to know.

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

3. 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 Conference Facility at Landmark Center; 1111 Northshore Drive; Knoxville, TN  37919.  Located behind the Exxon station at Exit 383 of I-40  &  I-75 in West Knoxville.  Enter any lobby entrance and follow the directional signs.

 

 

 

 

 

 

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, August 20, 2018 - 06:00pm
Where: Be careful to enroll in the desired date.

This workshop will begin at 6 pm in the Conference Facility at Landmark Center, 1111 Northshore Drive; Knoxville, TN 37919
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 Sept 10, 2018 - Knoxville


Mon Sept. 10, 2018  at  6:00pm - Landmark Center 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 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 47-page workbook covering the 25 estate planning topics in the workshop along with a section for documenting much of the information your family may need to know.

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

3. 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 Conference Facility at Landmark Center; 1111 Northshore Drive; Knoxville, TN  37919.  Located behind the Exxon station at Exit 383 of I-40  &  I-75 in West Knoxville.  Enter any lobby entrance and follow the directional signs.

 

 

 

 

 

 

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, September 10, 2018 - 06:00pm
Where: Be careful to enroll in the desired date.

This workshop will begin at 6 pm in the Conference Facility at Landmark Center, 1111 Northshore Drive; Knoxville, TN 37919
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 Sept 17th. - Fairfield Glade


Mon Sept 17, 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 47-page workbook covering the 25 estate planning topics in the workshop along with a section for documenting much of the information your family may need to know.

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

3. 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, September 17, 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 Thur. Sept. 20, 2018 - Tellico Village


Thur.  Sept. 20, 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 47-page workbook covering the 25 estate planning topics in the workshop along with a section for documenting much of the information your family may need to know.

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

3. 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: Thursday, September 20, 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 Thurs Sept 27, 2018 - Knoxville


Thurs. Sept. 27, 2018  at  6:00pm - Landmark Center 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 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 47-page workbook covering the 25 estate planning topics in the workshop along with a section for documenting much of the information your family may need to know.

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

3. 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 Conference Facility at Landmark Center; 1111 Northshore Drive; Knoxville, TN  37919.  Located behind the Exxon station at Exit 383 of I-40  &  I-75 in West Knoxville.  Enter any lobby entrance and follow the directional signs.

 

 

 

 

 

 

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, September 27, 2018 - 06:00pm
Where: Be careful to enroll in the desired date.

This workshop will begin at 6 pm in the Conference Facility at Landmark Center, 1111 Northshore Drive; Knoxville, TN 37919
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 Thurs Oct 11, 2018 - Knoxville


Thurs. Oct. 11, 2018  at  6:00pm - Landmark Center 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 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 47-page workbook covering the 25 estate planning topics in the workshop along with a section for documenting much of the information your family may need to know.

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

3. 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 Conference Facility at Landmark Center; 1111 Northshore Drive; Knoxville, TN  37919.  Located behind the Exxon station at Exit 383 of I-40  &  I-75 in West Knoxville.  Enter any lobby entrance and follow the directional signs.

 

 

 

 

 

 

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, October 11, 2018 - 06:00pm
Where: Be careful to enroll in the desired date.

This workshop will begin at 6 pm in the Conference Facility at Landmark Center, 1111 Northshore Drive; Knoxville, TN 37919
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 Oct 16. - Fairfield Glade


Tues Oct. 16, 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 47-page workbook covering the 25 estate planning topics in the workshop along with a section for documenting much of the information your family may need to know.

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

3. 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: Tuesday, October 16, 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 Oct 22, 2018 - Knoxville


Mon. Oct. 22, 2018  at  6:00pm - Landmark Center 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 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 47-page workbook covering the 25 estate planning topics in the workshop along with a section for documenting much of the information your family may need to know.

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

3. 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 Conference Facility at Landmark Center; 1111 Northshore Drive; Knoxville, TN  37919.  Located behind the Exxon station at Exit 383 of I-40  &  I-75 in West Knoxville.  Enter any lobby entrance and follow the directional signs.

 

 

 

 

 

 

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, October 22, 2018 - 06:00pm
Where: Be careful to enroll in the desired date.

This workshop will begin at 6 pm in the Conference Facility at Landmark Center, 1111 Northshore Drive; Knoxville, TN 37919
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 47-page workbook covering the 25 estate planning topics in the workshop along with a section for documenting much of the information your family may need to know.

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

3. 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; 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 Thurs. Nov. 08, 2018 - Knoxville


Thurs Nov. 8, 2018  at  6:00pm - Landmark Center 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 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 47-page workbook covering the 25 estate planning topics in the workshop along with a section for documenting much of the information your family may need to know.

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

3. 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 Conference Facility at Landmark Center; 1111 Northshore Drive; Knoxville, TN  37919.  Located behind the Exxon station at Exit 383 of I-40  &  I-75 in West Knoxville.  Enter any lobby entrance and follow the directional signs.

 

 

 

 

 

 

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 8, 2018 - 06:00pm
Where: Be careful to enroll in the desired date.

This workshop will begin at 6 pm in the Conference Facility at Landmark Center, 1111 Northshore Drive; Knoxville, TN 37919
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 47-page workbook covering the 25 estate planning topics in the workshop along with a section for documenting much of the information your family may need to know.

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

3. 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 Wed. Nov. 14, 2018 - Knoxville


Wed. Nov. 14, 2018  at  6:00pm - Landmark Center 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 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 47-page workbook covering the 25 estate planning topics in the workshop along with a section for documenting much of the information your family may need to know.

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

3. 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 Conference Facility at Landmark Center; 1111 Northshore Drive; Knoxville, TN  37919.  Located behind the Exxon station at Exit 383 of I-40  &  I-75 in West Knoxville.  Enter any lobby entrance and follow the directional signs.

 

 

 

 

 

 

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, November 14, 2018 - 06:00pm
Where: Be careful to enroll in the desired date.

This workshop will begin at 6 pm in the Conference Facility at Landmark Center, 1111 Northshore Drive; Knoxville, TN 37919
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 47-page workbook covering the 25 estate planning topics in the workshop along with a section for documenting much of the information your family may need to know.

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

3. 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 Thurs Dec. 6, 2018 - Knoxville


Thurs. Dec 6, 2018  at  6:00pm - Landmark Center 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 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 47-page workbook covering the 25 estate planning topics in the workshop along with a section for documenting much of the information your family may need to know.

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

3. 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 Conference Facility at Landmark Center; 1111 Northshore Drive; Knoxville, TN  37919.  Located behind the Exxon station at Exit 383 of I-40  &  I-75 in West Knoxville.  Enter any lobby entrance and follow the directional signs.

 

 

 

 

 

 

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 6, 2018 - 06:00pm
Where: Be careful to enroll in the desired date.

This workshop will begin at 6 pm in the Conference Facility at Landmark Center, 1111 Northshore Drive; Knoxville, TN 37919
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 47-page workbook covering the 25 estate planning topics in the workshop along with a section for documenting much of the information your family may need to know.

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

3. 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 Mon. Dec. 17, 2018 - Knoxville


Mon. Dec 17, 2018  at  6:00pm - Landmark Center 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 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 47-page workbook covering the 25 estate planning topics in the workshop along with a section for documenting much of the information your family may need to know.

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

3. 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 Conference Facility at Landmark Center; 1111 Northshore Drive; Knoxville, TN  37919.  Located behind the Exxon station at Exit 383 of I-40  &  I-75 in West Knoxville.  Enter any lobby entrance and follow the directional signs.

 

 

 

 

 

 

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 - 06:00pm
Where: Be careful to enroll in the desired date.

This workshop will begin at 6 pm in the Conference Facility at Landmark Center, 1111 Northshore Drive; Knoxville, TN 37919
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: