If you’re seeking sound financial and retirement planning, considering a will, trust, long-term care, annuity, or life insurance, this office-hours day of complimentary consultations is for you.

GET ANSWERS TO YOUR QUESTIONS
- What's a Will? Trust? Powers of Attorney? Health Care Directive?
- How can my loved one avoid the costs, effort, and time delays of Probate Court?
- How can I create an income stream I can’t outlive?
- What are my long-term-care (LTC) options?
- How do I avoid leaving the IRS a tip by optimizing my taxes?
- Am I taking more risks than I need to?
- What is a Roth conversion?
and more...

With Jay Kadlec, Financial and Estate Planner, Chalk Money

Call the office at 865-465-9811 for times and to make an appointment.