Through our partnership with Southwestern Investment Group, we are providing our members with a FREE workshop where you can meet with a CPA to answer income tax questions, receive a complimentary, no-obligation review of prior year taxes, and allow you to get your 2018 return prepared at a promotional price. A financial advisor will also be on hand to help you organize your brokerage statements from 2018 and make sure your records are complete. We encourage you to attend and invite your friends, family, and colleagues!
This workshop will be held at our Main Office on Thursday, February 21st from 8am to 5pm. You can reserve a time during the day where you will have individualized service with our team. Limited spots are available.
For more information or to RSVP for a time slot, please contact: Travis Cullman at 865-686-5202 or email@example.com OR Timothy Johnson at 865-686-5208 or firstname.lastname@example.org. Please RSVP by Thursday, February 8th.