Tax-Smart Retirement and Estate Planning

Event Details

Location: In the Atrium of Monroe Carell Jr. Children’s Hospital Vanderbilt at Williamson Medical Center
4321 Carothers Parkway, Franklin, TN 37067

Date: 11.07.17

Time: 4:30 - 7:30 PM

Presented by the Williamson Medical Center Foundation and the Franklin Noon Rotary Club Foundation

Guest Speakers:

  • James R Parker, Morgan Stanley First Vice President
  • Gina King, Franklin Synergy Bank Vice President and Senior Trust Officer
  • Melissa B. Cothran, CPA, LBMC Wealth Advisors, Senior Manager, Tax Services
  • Blake Harrison, CPA/PFS, LBMC Wealth Advisors, Senior Manager, Tax

We want to share some of what we have learned about tax-wise planning and charitable gifts since we became involved in the Close to Home Campaign. No matter what your age, it is possible to save taxes and plan for your estate while making a very tax-wise gift to the campaign for WMC or other charitable organizations! You will be given valuable information without pressure. Financial advisors invited.

For more information, contact Leigh Williams at 615-435-5158.