As part of our ongoing, continual commitment to educate you, we are hosting a seminar to discuss the new 2018 Tax Reform Bill.
Southwestern Investment Group
Cordially invites you:
When: Thursday, January 25th
Time: 6:00 – 8:00 P.M.
Featuring: Luke Aull, CFP®
Topics: Tax Reform Bill
Where: 2451 Atrium Way
Nashville, TN 37214
We encourage you to attend and invite your friends, family, colleagues, etc. It is especially important if you are receiving any payments on your accounts to attend this discussion and make the recommended changes to your tax withholding elections. We will have the forms available for you to complete and sign.
This seminar will touch on new retirement planning & tax planning strategies that are now available due to the new rules.
*Please RSVP by Friday, January 19th,
to April Binkley at 615 391-2983 or
Catered by Jersey Mike’s.
Raymond James and its advisors do not offer tax or legal advice.
You should discuss any tax or legal matters with the appropriate professional.
Aull Wealth Team
2451 Atrium Way, Nashville, TN 37214 com ● (615) 391-2912● Fax: (615) 391-2882
Investment advisory services offered through Southwestern Investment Advisory Services, Inc., an independent registered investment adviser.
Southwestern Investment Group is not a registered broker-dealer, and is independent of Raymond James Financial Services.
Securities offered through Raymond James Financial Services, Inc. member FINRA/SIPC