Through our partnership with Southwestern Investment Group, we are providing our members with a FREE tax planning workshop where you can meet with a CPA to answer your specific income tax questions, receive a complimentary, no obligation review of prior or current year taxes, and allow you to get your 2019 tax return prepared by a tax accountant before 4/15/2020 at a promotional price. A financial advisor will also be on hand to help you organize your brokerage statements from 2019 and make sure your records are complete.  Only 7 spots are available.  Each session will be 1 hour in length.  We encourage you to attend and invite your friends, family, and colleagues!

This workshop will be held at our Main Office on Thursday, December 12th from 9am to 4pm.  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: Luke Powers at 865-686-5209 or Luke.Powers@SWInvestmentGroup.com. Please RSVP by December 5th.