1720 S. Scenic Hwy, Chattanooga TN 37409
Cleveland Bradley County Public Library
Monday, August 31st @ 6:30 PM
795 Church St NE, Cleveland, TN 37311
Seating limited, reservations required.
How To Plan For A Stress-Free Retirement
Don’t let the uncertain economy and market conditions ruin your retirement dreams. Learn how to plan for a secure and stress-free retirement in 2025 and beyond!
Join us for a FREE comprehensive social security & taxes planning workshop and discover actionable steps to maximize your income, minimize risks, and build a lasting legacy.
Tax-Free Social Security Workshop
Tax-Free Social Security Workshop
BONUS: Enjoy cookies and other refreshments while you attend
What We Will Be Covering:
Healthcare Planning:
Medicare, supplemental coverage, and how to plan for rising healthcare and long-term care costs.
Retirement Income Planning:
How to create a steady and reliable income stream from Social Security, pensions, and retirement accounts.
Tax Strategies in Retirement:
How to minimize taxes through smart withdrawal strategies and efficient income planning.
Market Volatility Management:
Explore ways to protect your portfolio and reduce risk during uncertain market conditions.
Comprehensive Retirement Planning:
How to build a flexible plan that covers all phases of retirement, from budgeting to unexpected expenses.
Estate and Legacy Planning:
The basics on wills, trusts, and how to ensure your assets are passed on according to your wishes.
ABOUT YOUR HOST
Chad Hagy
At Allon Planning Partners, we understand that everything runs in seasons. From economics to our physical environment, to our personal lives – all facets of life experience are filled with ever-changing seasons. The very meaning of our name means oak tree, which is a strong and deep-rooted symbol of stability. We are dedicated stewards who are committed to building comprehensive plans that enable individuals and families to financially thrive in every season.
Not all financial advisors are the same. We work to be a transparent source of truth within the financial services industry, better positioning you to reach your financial goals. Transparency is our policy. This means we have no hidden fees, no surprises. As independent fiduciaries, we are positioned to best serve our clients.
An advisor can only have one first loyalty….and ours is to you.
Phone: (423) 315-1441
Email: contactus@allonplanning.com
Website: https://allonplanning.com/
Join us
Monday, August 31st @ 6:30 PM
Cleveland Bradley County Public Library
795 Church St NE, Cleveland, TN 37311
TERMS AND CONDITIONS - PRIVACY POLICY
This site is not a part of the Facebook website or Facebook Inc. Additionally, this site is NOT endorsed by Facebook in any way.
Neither Chad Hagy nor Allon Planning Partners are affiliated with or endorsed by the Social Security Administration or any government agency.
This presentation should not be used as a basis for legal and/or tax advice. In any specific case, the parties involved should seek the guidance and advice of their own legal and tax counsel. Estate planning is done in conjunction with your estate planning attorney, tax attorney, and/or CPA.
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Investment advisory services offered through Foundations Investment Advisors, LLC (“Foundations”), an SEC registered investment adviser.
