Upcoming events.
All Things Medicare
Medicare 101
Come learn about all of the parts and plans of Medicare, what they cover, and more importantly what they do NOT cover!
We will discuss:
Parts A, B, C,& D
Medicare Supplements
Medicare Advantage Plans
Prescription Plans
Extra Help
Open Enrollment Options
Common Medicare Missteps
Women, Wealth, & Wine
This event is focused on financial literacy from a woman's perspective, and I wanted to ensure that you have it on your calendar.
As women, we statistically live longer than men, yet we statistically make less money. Therefore, it is crucial that we are wiser with our dollars and learn about personal finance and investing. The Women, Wealth, and Wine event is designed to provide you with valuable information and tips on how to make your money work for you.
We will have a knowledgeable speaker who will discuss topics such as investing, saving for retirement, and managing debt. You will also have the opportunity to network with other like-minded women who are interested in taking control of their finances.
The event will be a great opportunity to learn, connect, and enjoy some delicious wine. If you have not already, please RSVP to confirm your attendance, and feel free to bring along any friends who may be interested in attending.
Taxes and Crashes: How will this election affect you?
If any of these apply to you, register now!
Recession Volatility: Is now the time to lock-in your market gains?
Learn the common dangers facing retirees today, and how to minimize the impact on you personally.
What you need to know to successfully transition from the working years to the retirement years.
IRAs & 401(k) What are your options if you are still working, and/or have a 401K with a former employer?
How to efficiently address Long Term Care concerns without paying monthly/annual Long Term Care policy premiums
Your Legacy–Strategies to maximize assets and minimize taxes.
Storyville Gardens Private Investor Event
As you know or might have heard recently: An amusement park is coming to Middle Tennessee in late 2025!
The Storyville Gardens Executive Launch Team is hosting a private invite-only meeting to share information about the park and opportunities to get involved on the ground floor.
Heavenly University Mastermind
During our session, we will explore the incredible potential of IULs as a strategic financial tool for long-term wealth accumulation and protection. The group discussions were enlightening, and I trust you found value in understanding how an IUL can provide a unique combination of life insurance coverage and the potential for growth tied to market performance, while also ensuring downside protection.
Women Who Bond, Build, & Bank
We are educating to IMPACT to IMPROVE! We have a Bank Owner, Mortgage Notes Expert, Financial Advisor, Marketing Genius, Credit & Business Credit Expert, Trust Curation Expert, High-Level Investors, Coaches, and Entrepreneurs.
We are not just motivating…..
CLASS is in SESSION!
We are breaking down what to do and how to do it!
Money Mindset: Money Moves To Make
Money Mindset: Money Moves To Make
Moderator Julie James, CPA
Panelists
Julia Sellers
Herman Hicks
Jamal Hutchinson
Heavenly University Mastermind
Dr. Heavenly University’s 5-Day TOTAL FREEDOM CHALLENGE is coming March 1-5th, it will be packed with information you want and deserve!
Dr Heavenly is bringing her whole Team of experts and yours truly is one of them. Yep, that’s me on the bottom right! You don’t want to miss this!
Taxes and Crashes: How will this election affect you?
If any of these apply to you, register now!
Trump vs .Biden: How will their Tax, Social Security, & Medicare proposals affect you?
Election Volatility: Is now the time to lock-in your market gains?
Learn the common dangers facing retirees to day, and how to minimize the impact to you personally.
What you need to know to successfully transition from the working years to the retirement years.
IRAs & 401(k)s-What are your options if you are still working, and/or have a 401K with a former employer?
How to efficiently address Long Term Care concerns without paying monthly/annual Long Term Care policy premiums
Your Legacy–Strategies to maximize assets and minimize taxes.