
Free Educational Class on Taxes in Retirement
Thursday, August29th,
11am-12:30pm
Franklin Rec Center
1120 Hillsboro Rd, Franklin TN 37064
- Ways to potentially protect yourself against volatile market conditions
- Will taking RMDs push you into a higher tax bracket?
- The 2024 tax changes and how these could alter your retirement
- 66% of Americans are worried they'll run out of money in retirement
- Common misconceptions about taxes in retirement
- Strategies to help protect yourself against the taxation of your Social Security income
Presenter

As the Founder of Elevated Wealth Management, my mission is to elevate the meaning and purpose in your life, allowing you to focus on where you can make the biggest impact today. I’m passionate about helping you achieve your financial goals so that you can concentrate on what truly matters to you.
With my background as a Chartered Financial Consultant (CHFC), along with passing the Series 65 securities exam and holding a Life & Health Insurance License, I bring a comprehensive understanding of financial planning to the table. But more importantly, as a fiduciary, I’m committed to putting your best interests first—always. This means that every piece of advice I offer and every decision I make is centered on what is most beneficial for you.
You can trust that your financial well-being is my top priority, giving you the peace of mind to focus on your passions and purpose while knowing your future is secure.

This presentation is strictly informational. No investments will be promoted. However, the Financial Professional presenting may invite you to a follow up consultation where financial products may be presented or offered, see our FAQ for more information. This presentation has not been endorsed by the Social Security Administration. Neither Taxes In Retirement 567 nor the Financial Professional presenting this seminar are affiliated with the Social Security Administration or any other governmental organization. By registering, you agree to our Privacy Policy. Financial professionals do not provide specific tax/legal advice and the information presented at this seminar should not be considered as such. You should always consult your tax/legal advisor regarding your own specific tax/legal situation. Investment advisory services offered through Brookstone Capital Management, LLC (BCM), a registered investment advisor. BCM and Elevated Wealth Management, LLC are independent of each other. Insurance products and services are not offered through BCM but are offered and sold through individually licensed and appointed agents.